Prerequisites

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

1. List of Facebook profile URLs to assign roles for test and production environments – view basic details, view shop performance, edit shop 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 connect new catalog, 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 shop (do not share business details with Facebook or Instagram, submit them directly when setting up a production shop)

  • business name
  • business physical address
  • business email address – to receive notifications around shop 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 – for 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.

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.