Connecting your Meta Business account

Before you can build campaigns in YieldBI, you need to connect at least one Meta Business account. The connection is made at the Business level rather than the individual ad account, because campaign management, audiences, catalogs, and pixels are all owned by the Business.

Before you start

Have these ready, since a missing one is the usual cause of a failed connection:

• An admin role on the Meta Business portfolio. Ad-account-level access alone is not enough to grant the permissions the integration needs.
• The ad accounts you intend to manage already inside that Business. An ad account owned by a personal profile has to be moved into the Business first.
• A valid payment method on each ad account. YieldBI can build and manage campaigns without one, but Meta will not deliver them.

Connect your Business account

1. Go to Settings → Integrations and select Meta.
2. Authorize YieldBI to access your Meta Business account. You are asked to grant access at the Business level, not just a single ad account.
3. Choose which ad accounts under that Business YieldBI should manage. You can connect more than one, and add or remove ad accounts later without reconnecting.

Leave every permission checked on the consent screen. Meta presents them individually, and declining one does not produce an error at connection time. It produces a feature that silently fails later, usually the first time you try to publish.

Multi-account and agency setups

If you manage more than one client or brand, connect each Meta Business account the same way. All connected Business accounts and ad accounts appear together in the account switcher, so you can move between them from a single console instead of signing in and out of separate tools.

Each Business keeps its own connection and its own token. Revoking one does not affect the others, which is what lets an agency offboard a client cleanly.

What YieldBI can and can’t see

YieldBI requests only the permissions it needs to manage campaigns, ad sets, creative, audiences, and reporting on your behalf. It does not post to Pages or Instagram profiles outside of ad delivery, and it does not touch billing details beyond what Meta already exposes for spend reporting.

Access is revocable at any time from Meta Business settings or from the Integrations page here.

When the connection stops working

Meta access tokens expire, and they are also invalidated early by events on your side:

• A password change or a new Meta security check invalidates existing tokens immediately.
• Losing admin role on the Business breaks the connection even though the account still exists.
• A Business verification lapse can suspend API access while the ad account itself looks healthy in Ads Manager.

The symptom is the same in each case: syncs stop and published changes fail. Reconnecting from Settings → Integrations restores access, and no campaign data is lost while the connection is down.

Next steps

Once an ad account is connected, head to the Campaign Wizard to build your first campaign. If you want conversion data flowing before you launch, set up the Pixel and Conversions API first, since delivery optimization is only as good as the events reaching Meta.