Every number on the ads page comes from the ad accounts linked to the project. You connect a platform once for the whole company, then choose which account each project uses.
Before you start
- The project must be a marketing project, so the Marketing delivery group appears in its menu.
- You need a sign-in on the ad platform that can see the client's ad account.
- TikTok and Snapchat connections work today. The Meta (Facebook and Instagram) connection is being rolled out; if it fails, contact support.
Steps
- Open Projects from the side menu and open the client's project.
- In the project menu, under Marketing delivery, choose Integrations.
- Press Link account.
- In Link type, choose Ad account.
- In Account, choose the platform sign-in. Upcycle loads the ad accounts that sign-in can see.
- Pick the client's account from Choose the account or page, then press Link.
- If the list of accounts is empty, the platform is not connected yet. Connect it from the buttons shown in the same window, or press Connections hub at the top of the page, then come back and repeat steps 3 to 6.
- Open Ads & performance from the project menu. The account now appears under Linked ad accounts.
Good to know
- Upcycle pulls the last 90 days when you link an account, then refreshes it every 3 hours. Press Sync now when you need fresh numbers sooner.
- Each account shows its state: Connected, Waiting for first sync, Syncing, Sync failed or Needs reconnect. When you see Needs reconnect, press Reconnect and approve every permission the platform asks for.
- An ad account belongs to one project at a time. Linking an account that another project uses moves it to this project.
- Unlink removes the account from the project only. It stays connected for the company.
- Link the client's page and pixel the same way, by choosing Page or Pixel in Link type. You need them later for tracking checks and for creating campaigns.
- The number of platform connections depends on your plan. See the plans page.