Getting Started

Native Checkout is available in the US only.

This step-by-step guide is an introduction to the Facebook Commerce Platform for businesses that want to integrate their Facebook and Instagram Shops with native checkout.

Follow these simple steps for a complete overview on how to setup your commerce account and enable Native Checkout to your Facebook and Instagram Shops.

1
Create your commerce account and add payment and tax details about your business.
2
Populate your Product Catalog with products you want to sell.
3
Link you Instagram Account to Commerce Manager.
4
Buy a product from your Facebook Shop.
5
Manage your orders manually, including fulfilling, canceling, and refunding orders.
6
Learn how to automate catalog updates, and manage orders programmatically.

1. Setup Commerce Manager

The first step is to create a commerce account. Visit the Commerce Manager and click the Start Selling button.

The Facebook and Instagram shopping experience both rely on the same common infrastructure and both shops can be managed through the same Commerce Manager account.

Click Get Started and choose which channel you want to onboard through, Facebook or Instagram.

Onboarding via Instagram is in a closed invite-only Beta program at this time. You may not see this option if you do not have access.

For this guide we will select Facebook, and link Instagram later.

Link Business Accounts

In this section you will link your commerce account to your other assets such as Business Manager, Facebook Page and Catalog.

Click the Set Up in the Link Business Accounts section and follow the prompts.

Select your option, and click Next.

Link a Facebook Page that you want to be associated with your commerce account.

Your Facebook Page represents your store front, and your products will be available to purchase through the Shop section of this page. Your products may also be listed on the Facebook Marketplace if eligible.

We recommend that you create a test Facebook Page first. Once you're more familiar with the Commerce Manager, then you can go back and link you real Facebook Page to your account.

Link your account to your Business on Facebook. Your Marketing department may have already set up a Business on Facebook to manage their Ads campaigns and should be able to provide you access.

If you do not have a Business on Facebook, you will have to create one.

Before people can buy products from shop, you need to link a Catalog which will be a container for your Products. You can choose to use an existing catalog, or create a new one.

We recommend you create new Catalog and upload your Product Feed file there. If you chose to re-use an existing catalog, make sure to provide all required attributes, as described in the Product Feed Data Model.

Set Your Preferences

In this section you will setup shipping options, return policy and customer service contact. Click Set Preferences to get started.

Set your Shipping Options by selecting which option you want to support and fill in the information.

Next, enter Return Policy & Customer Service details and click Save when done.

Make sure to edit the Customer Service Contact email address. This must be a valid email address that is monitored regularly, as this is where Facebook will forward all post-transaction communication from customers such as support requests, returns, refunds, and disputes.

Read more about Shipping, Returns and Disputes for your Shop.

Set Up Payouts

In this section you will fill-in your business tax details and link your bank account information where the payouts will be sent.

Click Set Up Payouts to get started.

Enter your business contact and email address.

You will not be able to edit this address later.

Make sure this email address is valid and monitored, as Facebook will send you important notifications about your shop to this address.

Next, select your Merchant Category Code.

Enter your State Tax Registration Number and click Next. Read more about State Tax Registration Number for Shops.

Next, fill-in the Tax & Business Representation form. This captures the name of your business, and the identity of an employee who can represent your business on financial matters. This information will be shared with our payment processor.

Finally, link your Bank Account information to get paid. Read more about Payments for your Shop.

At this point you should have successfully created a commerce account and you should see the following screen.

Click the Go to Commerce Manager button to see your account details and move to the next step.

2. Upload Products

Before people can buy products from your shop, you need to first upload products to your Catalog.

Please make sure you have appropriate access to Pages and Catalogs through Business Manager.

Click Set Up Your Catalog to visit the Catalog Manager where you can upload products.

Go to your Catalog → Products tab and click Add Products.

Select Use Data Feeds , and click Next.

You can now configure your Data Feed upload strategy. Select Upload Once to start testing right away, or Set a Schedule to pull the feed from a URL. When ready, click Start Upload. See the next section for an example CSV file to get started.

The Data Feed formation specification is described in our Product Feed Data Model. Make sure to provide all required attributes, including google_product_category, item_group_id for product variants and inventory.

Here is an example CSV file you can use to get started.

Native Checkout with Instagram Shopping is in a closed invite-only Beta program at this time. Skip this section if you do not have access.

Now that you have products uploaded to your Catalog and have Facebook Shop linked to your commerce account, you can add Instagram as additional sales channel to your commerce shop.

Make sure that your account is approved for Instagram Shopping. Below is a summary of the requirements. Please follow the instructions on our Help Center for more information.

  • Your account is in an approved country
  • Your account is converted into a Business Profile
  • Your Business Profile is linked to a Facebook Page classified in one of the retail category

To enable Instagram Shopping with Native Checkout, you also need work with your Facebook or Instagram contact to whitelist your Business Profile for native checkout

Open the Settings tab in Commerce Manager and click Manage under the Sales Channels section.

Click Add Instagram Profile.

Select your Instagram account and click Save.

If everything is connected successfully, you should see you account linked in the Sales Channels.

You can manage your Shop visibility at the bottom of the Settings tab.

Finally to start tagging products, connect your Instagram account to your Product Catalog.

In the app, go to Business Settings -> Shopping and select Product Catalog.

4. Purchase Products

Now when people visit your shop on Facebook or Instagram, they will see a Native Checkout button when prompted to buy.

All transactions on your shops require real payment credentials. While testing, you can either upload products with low prices, or issue a refund on your purchases.

5. Manage Orders

Managing your orders can be done in the Orders tab of your Commerce Manager account.

You can manage your orders manually or programmatically using the Commerce Platform API. Please read the API Integration section below to learn how.

This simple user interface allows you to:

  • List pending orders
  • Mark orders as shipped, and provide a tracking number to get paid
  • Refund orders
  • Cancel orders
  • Contact customers

For more details check out the Order Fulfillment Help Center documentation.

6. Integrate API

Using the Graph API, you can integrate your Commerce Account with your e-commerce platform or OMS to programmatically manage catalog and fulfill orders. Please follow these steps.