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Connecting accounts
Connecting accounts
18 articles
All articles in this section
Instagram login
The path that connects your Instagram account directly, with no Facebook Page involved. It renews its own access token.
Connecting with Facebook
The path that connects your Instagram account through its Facebook Page. Useful for connecting several accounts at once.
Choosing a connection path
The differences between Instagram login and connecting with Facebook, a side-by-side table, and a recommendation per situation.
The Connect account screen
The screen where you add a new account to your portfolio. Every card, badge, limit and conflict notice explained one by one.
Connecting an Instagram account
Connect your Instagram account step by step. Both paths, every permission requested, and every message you may see on return.
Choosing several Instagram accounts
The selection screen that appears after connecting with Facebook. Badges, the free-slot counter and the all-or-nothing rule.
Connecting a WhatsApp Business number
Connect your WhatsApp number step by step through Meta's setup window. Both the new-number and phone-app paths.
Meta's permission screen and the permissions requested
What happens on Meta's side while you connect, what each item on the permission screen does, and what stops working if you withhold one.
Access tokens
The secret key behind every connection. Why it expires, how long it lasts per channel, and how it is renewed.
What a webhook is and how messages reach us
How Meta tells the panel about a new message, what a subscription is, and why the "Renew webhook subscription" button sometimes appears.
The Connection screen for an Instagram account
The Connection page inside account settings. Status card, permission renewal, chat link, QR code, ice breakers and the persistent menu.
The Connection screen for a WhatsApp account
The number's Meta indicators, business profile, chat link and template list. Every row on the screen, one by one.
Changing the connection path
Moving an Instagram account from the Facebook path to the Instagram path, or the other way around. How to do it, what changes and what doesn't.
Disconnecting and deleting data
What disconnecting stops and what it leaves alone, and exactly what the "Also delete contacts and conversations" checkbox does.
When a connection breaks
If an account says "Needs reconnecting" or no messages arrive at all — how to spot it, how to read the reason and how to fix it.
This account is connected somewhere else
What you can do when the Instagram account or WhatsApp number you want to connect is already connected elsewhere.
The Meta app and App Review
Who can message you before approval, the difference between Standard and Advanced access, and which sections say "waiting for permission".
Business Verification
Meta confirming your business is real. When it's required, where you do it and what it changes in the panel.