On the top left corner, expand your current Business, and click your Business’ settings button.
Open the Business Settings.
Under Accounts, go to Apps, click Add, then click Create a new app ID.
Under Select an app type, select Business, then click Next.
Under Add an app name, type “Octolis Connector”. Under App contact email, type your email. Under Business Account, make sure your Business is selected. Click Create app.
In the left panel, under Products, click Add product.
Under Add products to your app, then under Marketing API, click Set up.
In the left panel, make sure you now see the Marketing API.
Go back to your Business Settings, then under Accounts, then Apps, select your new Octolis Connector app and click Add Assets.
Under Select asset type, click Ad accounts, select the Ad Accounts containing the Custom Audiences you want to send users to, then click Add.
On the top left corner, expand your current Business, and click your Business’ settings button.
Open the Business Settings.
Under Users, go to System users, then click Add.
Under System Username, type “Octolis Connector”. Under System User Role, select Employee. Click Create System User.
How to configure your System User?
Select your System user, then under Assigned assets, click Add Assets.
Under Select asset type, select Apps, then select your Octolis Connector app, then enable the Develop app partial access. Don’t click Save Changes just yet.
Under Select asset type, select Ad accounts, then select the ad accounts containing the Custom Audiences you want to send users to, then enable the Manage campaigns partial access, and click Save Changes.
You should now see your Business App and your Ad Accounts listed in the Assigned assets section of your System User.
Click Generate New Token, then select your Business App.
Make sure the ads_management permission is checked (if not, check it), then click Generate Token.
Copy and save the generated Access Token. You will need to provide it when you create a Facebook Ads connection in Octolis.
