How to Connect Meta Ads

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Overview

Connecting Meta Ads lets WorkLLM read your ad performance and, with the permissions listed below, help you manage your campaigns. Meta connects apps like WorkLLM through a system user, which keeps your personal login out of the picture. You create the system user in your Meta Business Manager, generate a token for it, and add that token to WorkLLM.

The setup takes a few minutes when you have the right access. Steps 3 and 4 are worth a second look, and the last section lists a few quick things to check if something does not show up as expected. Connecting Meta Ads uses 10 credits from your workspace, one time. 

This article covers the following topics.

• What you need before you start.
• How to create a system user and assign your ad accounts and app to it.
• How to generate the token, which permissions to select, and why Never is the recommended expiry.
• How to copy the token and add it to WorkLLM.
• A quick checklist, and a few quick fixes.

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The short version

1. Open Business Settings in Meta Business Manager.
2. Go to Users, then System Users, and create a new system user.
3. Assign your ad accounts and your app to that user.
4. Select Generate New Token, choose the permissions, set expiry to Never, and add the token to WorkLLM.

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Before you start

What you need	Why it helps
Admin access to your Meta Business Manager (business.facebook.com)	Admins can create system users and assign assets to them.
A Meta app that belongs to your business	The token is generated for an app.
The Marketing API product added to that app	It makes the permissions you need available when you generate the token.
At least one ad account in the same Business Manager	A system user works with the ad accounts assigned to it.

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Step 1: Open Business Settings

Go to Meta Business Suite or Business Manager and select Business Settings. You can also open it directly at https://business.facebook.com/latest/settings.

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Step 2: Create a system user

1. In Business Settings, select Users, then System Users.
2. Select Add.
3. Give the user a name you will recognize later, for example “WorkLLM Integration”, and set the role to Admin.
4. Select Create System User.

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Step 3: Assign your ad accounts to the system user

A system user works with the ad accounts assigned to it, so this step decides which accounts WorkLLM can use.

1. Go to Accounts, then Ad Accounts, and select the ad account you want to use with WorkLLM.
2. Add the system user you created in Step 2 to that ad account. The arrow in the screenshot below shows where.
3. Turn on Manage ad account, which gives full control, and select Save Changes.
4. Repeat this for every other ad account you would like to connect.

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Step 4: Assign your app to the system user

The token is generated for an app, so the app is assigned to the system user as well.

1. Go to Accounts, then Apps, and select your app.
2. Add the system user to the app. The arrow in the screenshot below shows where.
3. Turn on Manage app and select Save Changes.

If your app isn’t listed under Apps, it hasn’t been added to your business yet. Add it there first.

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Step 5: Check that the app has Marketing API

Open your app in the Meta developer dashboard (developers.facebook.com) and confirm that Marketing API appears as a product. If it is not there yet, add it now. This makes the permissions in the next step available.

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Step 6: Generate the token

1. Go back to Business Settings, open the system user, and select Generate New Token.
2. Choose your app.
3. Set the token expiration to Never.
4. Select these three permissions:
   • ads_read
   • ads_management
   • business_management
5. Select Generate Token.

Important: Never is the recommended expiry. It keeps your connection running without interruption. A token with an expiry lasts 60 days, after which you would generate a new one and add it to WorkLLM.

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Step 7: Copy the token and add it to WorkLLM

Copy the token before you close the dialog, because Meta shows it only once. If you miss it, you can generate a new one at any time.

1. In WorkLLM, go to Home, then Integrations, then Meta.
2. A Connect Meta Ads dialog opens, followed by a pop-up window for authorisation. 

3. Paste your token into the Access Token field and select Connect Account. 

Note: Connecting Meta Ads uses 10 credits from your workspace, one time. After that, usage depends on the tasks you ask WorkLLM to do with your ad data. To learn more, see How WorkLLM credits work.

Important: Keep the token as private as a password. Share it only in WorkLLM, and avoid pasting it in public channels or shared documents.

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Quick checklist

Before you connect, it helps to confirm each of these.

• Your ad accounts are assigned to the system user with Manage ad account turned on.
• Your app is assigned to the system user with Manage app turned on.
• The app has the Marketing API product.
• The permissions ads_read, ads_management and business_management are selected.
• Token expiry is set to Never.
• You copied and saved the token before closing the dialog.

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Quick fixes

What you see	Why it happens	What to do
The permissions do not appear when you generate the token	The app may not have Marketing API yet, or it may not be assigned to the system user	Add Marketing API in the developer dashboard (Step 5) and check the app assignment (Step 4).
Ad accounts do not show up after connecting	The ad accounts may not be assigned to the system user yet	Go back to Step 3 and assign each account with Manage ad account turned on.
The connection stops working after about 60 days	The token was generated with an expiry	Generate a new token, choose Never, and paste it into WorkLLM.
The token was not copied before the dialog closed	Meta shows the token only once	Generate a new token and copy it before closing the dialog.

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Getting help

If you have followed the steps and the connection still does not work, email us at [e-mail]. Tell us which step you were on and what you see on screen, and we will take a look.