Meta Integration
Learn how to connect your Meta (Facebook) advertising account and sync campaigns, ad sets, and performance metrics.
The Meta integration brings your Meta (Facebook) advertising data into Ott: campaigns, ad sets, ads, and daily performance metrics, per ad account.
Overview
With Meta integration, you can:
- Sync Campaigns: Automatically sync all campaigns, ad sets, and ads from your Meta ad accounts
- Daily Metrics Sync: Get daily updates on performance metrics (impressions, clicks, spend, conversions, ROAS, CTR, CPC, CPA)
- Conversion Tracking: Send conversion events back to Meta via Conversion API
- Multi-Account Support: Manage multiple Meta ad accounts in one place
Before you connect
- You need access to the workspace you want the connection in, with a role that can manage Meta connections.
- You need a Facebook or Meta login you can sign in with during the connection.
- You need either a personal Facebook profile — recommended, and it works straight away, up to 7 per workspace — or admin access to a Business Manager portfolio. If you need the Business Manager path and do not have admin access, ask its admin to grant it, or connect a personal profile for now.
- Connecting gives Ott read access to your ad accounts, campaigns, and performance data. Ott does not change your ads or spend your budget.
Connect Meta
- Open the Meta connection page. In your workspace sidebar, open Integrations → Meta Connection.
- Choose how to connect. Connect personal profile is the quickest route and works with a normal Facebook login. Connect Business Manager is for one login per client Business Manager portfolio, and those tokens do not expire. Each type has its own limit per workspace — 7 personal profiles and 50 Business Managers — and the page shows how many of each you are using.
- Finish in Meta's own window. Meta opens its Business Login dialog. Sign in, choose the business portfolio you want Ott to read, and approve the request. Ott asks for read access only.
- You are back on the Meta connection page, with the connection listed and a confirmation. Ad accounts come next, in their own step: see Import your ad accounts below.
From a phone, or inside another app
Facebook's login window often fails inside phone apps like Gmail, Instagram and Telegram. Meta stopped supporting Facebook Login inside Android web views in 2021, and where it cannot authenticate you another way, its advice is to use a different device. Ott does that for you.
On a phone, the connect buttons are replaced by Finish connecting Meta on a computer, with Email me the link and Try on this phone anyway.
- Email me the link sends a one-time link to the address you signed up with. Its button signs you in and opens this page on your computer, where the connect buttons are.
- Try on this phone anyway shows the connect buttons here, if you want to attempt it on this device.
Until you open the link on a computer, connect Meta, or a day passes, Home shows Waiting for you on desktop with the time the link was sent.
On a computer, nothing changes: the connect buttons stay where they are.
If the connection does not finish
A connection that does not complete tells you why: an alert headed That connection did not go through appears next to the connect buttons, and its reason stays on the page until you dismiss it.
- If you cancel at Facebook, or leave a permission box unticked, the message reads: "Facebook didn't give Ott access. Try again and keep every box ticked on the permissions screen."
- If Facebook sends you back to a browser with no Ott session — what phone apps do — you land on sign-in with an explanation, and you continue from the Meta step once you sign in.
- If the connection cannot start at all, you get a message from Ott: the workspace is already at its limit for that connection type, or your role cannot manage Meta connections.
Every failed attempt is recorded rather than dropped. Start again from this page; nothing else needs undoing first.
Import your ad accounts
Connecting Meta gives Ott permission to read your accounts; it does not pull them in by itself.
- On the Meta connection page, find Ad Account Import.
- Press Import Ad Accounts. Ott fetches every ad account it can see through your connections, including all your profiles.
- The card reports how many came back and lists any that failed, per profile.
- Open Ad Accounts to assign each one to a brand.
How syncing works
There is no sync button to press. Once accounts are imported, Ott keeps them current on its own schedule: campaigns, ad sets, ads, daily metrics, and Telegram conversions sent back to Meta through the Conversion API. Nothing you do in Ott is written back to Meta.
- Ad Accounts shows Last Sync per account.
- Account Sync Status shows data sync progress by client and brand across the workspace.
- If a connection expires, its card shows Expired with a reconnect button, and Ott emails you about tokens that are close to expiring.
Manage your connections
The Meta Connection page lists every connection in the workspace, with a count ("X of 7 personal profiles and Y of 50 Business Managers connected"), a search box, and a filter for All / Profiles / Business Managers. Each card shows its status (Connected, Not Connected or Expired), whether it is a personal profile or a Business connection, the business name, when it was connected, and when its token expires — or that it does not expire.
- Disconnect a connection: press Disconnect on its card and confirm. The connection to that Meta account is removed, and reconnecting later needs a fresh authorization. Ad accounts and metrics already imported stay in your workspace, and accounts that lose their connection stop syncing until you connect Meta again and re-import.
- Reconnect an expired connection: press Reconnect personal profile or Reconnect Business Manager on its card and finish the dialog. Disconnecting first is not necessary.
Troubleshooting
Sync failures
- Check the connection: open Meta Connection; a card showing Expired needs a reconnect.
- Check the account: in Ad Accounts, an account that has not synced shows Never or an old date under Last Sync.
- Check permissions at Meta: if the person who connected no longer has access to the ad account, reconnect with a login that does.
- Check the date range and the sync status: progress by client and brand is on Account Sync Status.
Missing data
- Wait for the next sync: metrics arrive on Ott's schedule, not instantly.
- Check the date range you are viewing.
- Check the ad account is linked: an imported account that is not linked to a brand is skipped by sync — assign it a brand in Ad Accounts.
API errors
- Token expired: the connection card reads Expired; press its reconnect button.
- Permission refused at Meta: run the connection again and keep every box ticked on the permissions screen.
- Business Manager limit reached: disconnect a connection you no longer need, or remove the portfolio at Meta, then try again.
Best practices
- Keep Meta permissions current: reconnect if the person who connected loses access to an ad account.
- Organise accounts in Business Manager: one Business Manager connection covers a client's whole portfolio with one login.
- Link imported accounts to brands: sync skips an ad account that is not assigned to a brand.