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We're continually looking for ways to navigate through complex systems for our advertisers and developer communities. To make the API journey feel less complicated and more user friendly, we've created a Marketing API Setup 101 to share with your clients, especially for those using our APIs for the first time.
An admin of your Business Manager, who also manages your Facebook API projects. The admin should use the Facebook accounts that they log in to their Business Manager to complete the steps below.
Note: We recommend that you don't create fake, temporary accounts. You can manage the ownership of your Facebook App and other assets later in Business Manager; don't worry about your business assets being tied to a single person.
Facebook Apps. Facebook Apps integrate Facebook's News Feed, Notifications, various social channels and other features to generate awareness and interest in the app by Facebook users. All API access needs to be backed by a Facebook App. In this sense, a Facebook App is really just an ID registered with Facebook. Note: This is not necessarily an actual app in app store. To start with, it's simply an ID you register with Facebook. You can later link this ID to an actual app, or use it as a stand-alone entity to access the API.
System User. A system user is a person who interacts with a system, typically through an interface, to extract some functional benefit. You can create a non-human user in Business Manager to represent the entity who accesses the API, so that it's not tied to a real person. This is the recommended way of accessing the API. Learn more about Business Manager System User.
Note: Only complete the following in your Business Manager if you have no system users under Users → System Users. If you already have a system user, skip to step 5.
You may need to first convert your Facebook account into a developer account. Copy the app ID of your newly created app.
Go to Business Settings → Accounts → Apps → +Add → Add an App → Paste your App ID. After your App is claimed by your Business Manager, you can manage its access/ownership in Business Manager as long as you are an admin of the Business Manager.
Go to Users → System Users → +Add, select Regular System Users for System User Role, and give it a name.
This generates an access token that's linked to both. Go to Accounts → Apps and select your newly added App → Assign People → Assign the System User as admin.
The system user can only access assets assigned to it. For instance, to use the API to upload offline conversions, you need to assign an admin role to your system user on the offline event set. Go to Users → System Users → select your system user → Assign Assets.
Go to Users → System Users → select your system user → Generate New Token → select your newly created App → check the applicable permissions (permissions depend on which API you want to access, but generally the following are most often used:
ads_read). Click Generate Token.
Give this token to your developer to start accessing Facebook's API.
Learn more about a Business Manager System User.
Note: Special mention also to Trevor Tessalone, Client Services Manager, for insight and feedback.