Connecting Your Meta Business Account to Agency AI
Overview
Connecting your Meta Business account to Agency AI allows the platform to manage and optimize your Facebook and Instagram ad campaigns on your behalf. This guide walks you through the authorization process.
Prerequisites
Before connecting, make sure you have completed the following:
- Admin access on the Business Portfolio.
- An ad account and a Facebook Page in that portfolio (required).
- A Pixel (dataset) for purchase optimization and ROAS.
- A catalog only if you'll run Dynamic ads.
- Instagram is optional.
How to Connect
Step 1: Open Agency AI
From your Shopify admin, navigate to Apps > Agency AI and open the app.
Step 2: Click "Connect Meta"
On the Agency AI home page (during onboarding) or under Settings → Meta account, click "Connect Meta" (home page) or "Connect Meta Account" (Settings).
Step 3: Authorize via Meta's Pop-Up
A Meta authorization pop-up window will appear. Log in with the Facebook account that has admin access to your Business account. If you're already logged in, Meta will skip this step.
Note: If the pop-up doesn't appear, check that your browser isn't blocking pop-ups. You may need to allow pop-ups for your Shopify admin URL.
Step 4: Grant Permissions
Meta will display a list of permissions Agency AI is requesting. These include access to your Ad Account, Pages, and Pixel data. Review the permissions and click "Continue" to grant access.
Step 5: Select Your Business Assets
You'll be prompted to select which Meta Business assets to connect:
- Business Account: Select the Business Account that owns your ad assets.
- Facebook Page: Select the Page associated with your store.
- Ad Account: Select the Ad Account you want Agency AI to manage.
- Pixel: Select the Pixel installed on your Shopify store.
Make sure each asset is correctly selected before proceeding.
Step 6: Confirm and Complete
Click "Done" to finalize the connection. You'll be returned to Agency AI. Your connected Meta assets now show under Settings → Meta account.
Step 7: Confirm Your Selections
In Settings → Meta account, confirm the ad account, Page, Pixel and Instagram selections and click Save Pixel & Instagram Settings.
Verifying the Connection
After connecting, Settings → Meta account in Agency AI should show your linked Meta assets and a Connected badge. If any asset shows an error or warning, try disconnecting and reconnecting using the steps above.
Common Issues
"Failed to complete Meta authorization": Agency AI could not find an ad account and Page it can use. See Fix: "Failed to complete Meta authorization".
Pop-Up Window Doesn't Appear: Make sure pop-ups are enabled in your browser for your Shopify admin URL. Also try disabling any ad-blocker extensions temporarily.
Wrong Business Account Displayed: If Meta is showing a personal account or the wrong Business account, make sure you're logged into the correct Facebook profile before starting the authorization. You can switch accounts within the pop-up.
"Unable to locate an ad account and page": The Facebook profile you signed in with granted a Page but no ad account. See Fix: "Unable to locate an ad account and page" during Meta authorization.
Meta restricted my account: Meta's automated review can restrict a new Business Portfolio or ad account during setup. See Meta restricted your account during setup.
For an index of every connection error and its fix, see Meta and Google connection troubleshooting.