Obtaining a System User Access Token in Meta
To create a Meta Destination and connect your Meta Business Manager account with the InfoSum platform you will need to obtain a System User Access Token to authorize InfoSum to send data to your Meta account.
Table of contents
Prerequisites
Before proceeding, ensure you have:
- A fully set up and functional Meta Business Manager account
- Admin access to your Business Manager
- A Facebook Ad Account associated with your Business Manager
- Completed business verification for your Business Manager
Setup Steps
1. Create and Configure a Business App
- Go to developers.facebook.com and log in
- Click "Create App" and select "Business" as the app type
- Name your app and select your Business Manager as the owner
- Once created, go to "Settings" > "Basic" in your app dashboard:
- Fill in all required fields, including Privacy Policy URL
- Verify your app is type "Business"
- Add the Marketing API product to your app:
- Go to "Add Products" in the left sidebar
- Find "Marketing API" and click "Set Up"
- Set your app to 'Live' mode:
- In the app dashboard, find the toggle at the top to switch from Development to Live mode
2. Configure App Permissions
- In your app dashboard, go to "App Review" > "Permissions and Features"
- If required, request the following permission:
- ads_management
- Provide necessary documentation for the review process
3. Create a System User
- In Business Manager, go to "Business Settings" > "Users" > "System Users"
- Click "Add" to create a new system user
- Name it clearly (e.g., "InfoSumConnector") and assign it the "Admin" role
4. Assign Assets to System User
- Still in the System Users section, select your new system user
- Click "Add Assets"
- Under "Ad Accounts", select your ad account and grant "Admin" access
- Under "Apps", select your business app and grant "Admin" access
- Click "Save Changes"
5. Generate System User Token
- In the System Users section, click on your system user
- Click "Generate New Token"
- Select your business app
- Choose the ads_management permission
- Set an appropriate expiration for the token (consider security vs. convenience)
- Click "Generate Token"
- Securely store the generated token - you'll need this for the connector
6. Gather Required Information
For the InfoSum connector, you'll need:
- The audience name you want to use
- Your Facebook Ad Account ID
- The System User Token you just generated
- An understanding of where the customer information in your custom audience was originally collected. (User Provided only, Partner provided only or Both User and partner provided)
Troubleshooting Common Issues
- Permission Errors: Ensure your app has the ads_management permission approved and that the system user has been granted appropriate access to both the app and ad account.
- Token Issues: If your token doesn't work, regenerate it and ensure you're using the most recent version.
- App in Development Mode: Remember that your app needs to be in 'Live' mode for the connector to work with real ad accounts.
Security Best Practices
- Regularly rotate your system user token
- Use the principle of least privilege when assigning roles and permissions
If you experience any issues, review each step carefully or contact the InfoSum support team for assistance support@infosum.com