Integrating Facebook Marketing

Capabilities

DataGrail's Facebook Marketing Integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Do Not Sell/Share Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Facebook Marketing User Role: Admin

Create a Facebook Developer Account

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If you already have a Facebook Developer account, please proceed to the next step.

1. Log in to your Facebook account.
2. Open https://developers.facebook.com/ and select Get Started in the menu on the top.
3. You will be prompted to register your Facebook Developer account. Follow the wizard's instructions and register your account.

Create a Facebook App

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If you already have a Facebook App that you want to use, please proceed to the next step.

1. On the Developers Page, select My Apps in the top menu, then select Create App.
2. Connect your Business Portfolio and select Next.
3. For Use Case, select Other and select Next.
4. For App Type, select Business and select Next.
5. Fill the form with the following data:

App Details

• App Display Name: DataGrail (or anything you prefer)
• App Contact Email: (Your contact email)
• Business Portfolio (Optional): (Your Business Portfolio)
• Business Manager Account (Optional): (Your Business Manager Account)

6. Select Create app.
7. Select App Settings > Basic in the left menu.
8. Enter your Privacy Policy URL and Terms of Service URL, then select Save changes.

Create an Access Token

1. Go to https://developers.facebook.com/apps/ and select the App you want to use for DataGrail.
2. On the left panel of the App page select Add Product.
3. Find the Marketing API Tile and select Set Up.
4. Select Tools from the left menu.
5. Check all three token permission types:

Required Permissions

• ads_management
• ads_read
• read_insights

6. Select Get Token.
7. Copy the generated Access Token and store it in a secure, temporary location.

Accept Terms of Service for each Ad Account

1. Log in to Facebook and visit https://www.facebook.com/adsmanager/manage/accounts.
2. Find your Ad Account IDs in the top left section, under Account Overview.
3. For each Ad Account used, go to https://business.facebook.com/ads/manage/customaudiences/tos/?act={ad_account_ID}, where {ad_account_ID} is substituted with your Account ID at the end of the URL.
4. Accept the Terms of Service for each Ad Account.

Connect to DataGrail

1. Navigate back to DataGrail.
2. Enter the Access Token.
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Request Manager Overview
• Customizing Intake Forms
• Request Wizard Flow

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.