Meta Pages - Setup & usage
Summary
Business+Follow these steps to connect Meta Pages, create connected KPIs, and keep syncs healthy.
Who this is for
Workspace admins connecting Meta Pages or members building connected KPIs.
Before you connect
Confirm you have admin or integrator access to the Meta Pages account you want to measure.
Connection uses OAuth 2.0 (Facebook Login for Business).
Only connect accounts your organisation owns or is authorised to report on.
Connect
Connect Meta Pages from Workspace Settings → Integrations.
Choose the Facebook Page and/or Instagram account to associate with the workspace.
Create connected KPIs
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Meta Pages connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations