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Integrations and Partner Access

Meta Business Suite (formerly Meta Business Manager) supports collaborations with external partners and integrations with third-party tools to streamline operations, enhance data sharing, and automate workflows. This section covers adding and managing partner access, integrating external systems like CRMs and analytics platforms, and advanced features like system users for API interactions.

Adding Partner Agencies and Sharing Assets​

Partner agencies, such as advertising firms or external collaborators, can be added to your business portfolio to grant them access to specific assets like ad accounts, Pages, or catalogs. This enables seamless collaboration while maintaining control over permissions. Start by ensuring both parties have verified business portfolios in Meta Business Suite.

Steps to Add a Partner and Share Assets:

  1. Log into Meta Business Suite and navigate to Settings > Business settings.
  2. Under "Users," select "Partners" from the left menu.
  3. Click "Add" and choose "Give a partner access to your assets" or "Ask a partner to share their assets," depending on the direction of sharing.
  4. Enter the partner's Business ID (found in their Business Suite settings) and select the assets to share (e.g., ad accounts, Pixels, or Pages).
  5. Assign specific permissions, such as view-only, edit, or admin access, for each asset.
  6. Send the request—the partner will receive a notification to approve and confirm the collaboration.

For sharing assets like Pages or ad accounts, you can also do this directly from the asset's settings tab by selecting "Assign partners." Best practices include starting with limited permissions and regularly reviewing access to ensure security. Once approved, partners can manage assigned assets without needing full ownership transfer.

Removing or Changing Partner Access​

If a partnership ends or permissions need adjustment, you can revoke or modify access to prevent unauthorized use of your assets. Changes are logged in the Business History for auditing purposes.

Steps to Remove or Change Access:

  1. In the Meta Business Suite, go to Settings > Business settings > Users > Partners.
  2. Select the partner from the list and click on their name to view shared assets.
  3. For each asset, adjust permissions (e.g., reduce from admin to view-only) or click "Remove" to revoke access entirely.
  4. Confirm the changes—Meta will notify the partner, and the action will be recorded as "Business_revoke_partner_access_to_asset" in your activity logs.

If removing access to specific assets like Pages, navigate to the Page settings in the Business Suite, select "Page roles" or "Access," and remove the partner from there.

To fully delete a partner's association, ensure all asset links are severed first. If the partner was added via managed Meta accounts, use Admin Center to deactivate or edit the account after revoking business portfolio access. Regularly audit partnerships to avoid security risks.

Connecting External tools​

CRM, Marketing Platforms, Analytics

Meta Business Suite integrates with external tools to sync data, automate lead management, and enhance analytics. Common integrations include CRMs (e.g., Salesforce, HubSpot), marketing platforms (e.g., Zapier, Mailchimp), and analytics tools (e.g., Google Analytics via Pixel data). These connections often use Conversions API, webhooks, or third-party connectors for bidirectional data flow.

General Connection Steps:

  1. In Meta Business Suite, go to Settings > Integrations (or More Business Settings > Integrations for advanced options).
  2. Select the type of integration (e.g., Leads or Conversions API).

For CRMs (e.g., via Conversions API):

  1. Navigate to Events Manager > Data sources > Connect > Select "CRM" and click "Connect."
  2. Choose a partner integration (e.g., Zapier for no-code) or custom setup, then authorize the connection by logging into your CRM.
  3. Map lead data fields (e.g., email, phone) and test the sync to ensure leads from Meta ads flow into your CRM for nurturing.

For Marketing Platforms and Analytics:

Use third-party tools like AdAmigo or LeadsBridge for seamless connections—install the app in Meta App Store or via API.

For analytics (e.g., Google Analytics), embed the Meta Pixel on your site and use UTM parameters in ads to track in external dashboards; or integrate via API for custom reporting.

Test data flow and monitor in Events Manager for issues like deduplication.

Choose integrations based on your stack—built-in for simplicity, APIs for customization. Ensure compliance with data privacy laws like GDPR.

Using System Users and Access tokens​

High-Level:for Advanced Users

System users are non-human accounts designed for automated, server-side API interactions with Meta's tools, such as programmatic ad management or data syncing, without relying on personal user sessions. They come in two types: admin system users (for setup) and regular system users (for operations). Access tokens generated by system users enable secure API calls to assets like ad accounts or Pages.

High-Level Overview and Steps:

  • Create a System User: In Meta Business Suite, go to Settings > System users > Add new system user. Choose admin or regular type and name it.
  • Assign Permissions: Link the system user to assets (e.g., ad accounts) and assign tasks like "Manage campaigns" or "Analyze insights."
  • Generate Access Token: Install required apps on the system user, then generate a token via Business Manager UI or API call (e.g., POST to /system_user_access_tokens). Tokens are long-lived but can be refreshed or revoked.
  • Use in API Calls: Include the token in API requests (e.g., to Marketing API) for actions like creating ads or handling Custom Audiences. Follow rules for data handling to avoid restrictions.

This feature is ideal for developers or agencies automating tasks. Monitor token usage and revoke if compromised via the System Users tab. For full details, consult Meta's developer documentation.