Below is the list of prerequisites required on various integration steps.

1. List of Facebook users to assign roles to test and production commerce accounts – you can allow people to view basic account details, view commerce account performance, edit settings, edit business financial details, view balance and payouts history, generate tax and cash reconciliation reports, manage chargebacks and disputes on orders, manage orders, admin access

2. Admin access to Business Manager – to create and connect assets, manage permissions, generate access tokens

3. Access to the production Instagram account – for PM/Social Media to add IG as a channel in a commerce account, connect a new catalog if necessary, tag products

4. Basic understanding of Facebook Business Manager, pages, managing permissions, roles, assets – for the project lead

5. Basic understanding of Facebook Graph API – for the technical team to be able to query the Order Management API

6. Business details – to set up a production commerce account

  • business name
  • business physical address
  • business email address – to receive notifications around commerce account setup, alerts, summary insights, chargeback notifications
  • business category
  • customer service email address – to relay customer service requests
  • business representative information – for KYC purposes when setting up a payments account:
    • first name
    • last name
    • date of birth
  • employer identification number (EIN) – for KYC purposes when setting up a payments account
  • bank routing number, bank account number, name on account – US-based bank account to set up payouts
  • state tax registration number (for every U.S. state where you have tax nexus)
  • fixed shipping options – at least one of three available: standard, expedited, rush; estimated days to delivery, price, price per additional item for each selected one
  • return policy – number of days to return an item, minimum 30 days
  • return URL (optional) – to link out customers requesting order return which do not require login (the default option is submitting a return form in IG app)
  • privacy policy URL – for customer marketing opt-in
  • business display name – to be used in emails, opt-in copy, etc.

Do not share your business details with anyone. Enter them directly in Commerce Manager when setting up a production commerce account. They will be stored securely.

7. Product upload configuration

If using a scheduled feed pull:

  • schedule (frequency and time, most frequent is 1 hour)
  • feed file URL (https or sftp)
  • user name and password (optional)

If using a direct API push:

  • frequency of push (5-15 minutes is suggested)
  • inventory strategy (include in feed file vs send via Batch API)

8. List of IG handles to whitelist – PM/Social Media should provide employee IG handles to FB/IG for whitelisting. Whitelisted handles will be able to see the checkout experience before go-live.

Additional prerequisites to sell on Marketplace

In addition to standard Business details for setting up a commerce account, there are two extra prerequisites for a seller to begin roll out on Marketplace:

  1. Catalog is uploaded, with at least one product with inventory greater than 0 and availability "in stock".
  2. Facebook Page shop is in the published state.