Connecting your Meta Business account

Before you can build campaigns in YieldBI, you need to connect at least one Meta Business account.

Connect your Business account

1. Go to Settings → Integrations and select Meta.
2. Authorize YieldBI to access your Meta Business account. You’ll be asked to grant access at the Business level, not just a single ad account.
3. Choose which ad accounts under that Business YieldBI should manage. You can connect more than one, and add or remove ad accounts later.

Multi-account and agency setups

If you manage more than one client or brand, connect each Meta Business account the same way. All connected Business accounts and ad accounts appear together in the account switcher, so you can move between them from a single console instead of signing in and out of separate tools.

What YieldBI can and can’t see

YieldBI only requests the permissions it needs to manage campaigns, ad sets, creative, audiences, and reporting on your behalf. It does not post to Pages or Instagram profiles outside of ad delivery, and it does not touch billing details beyond what Meta already exposes for spend reporting.

Next steps

Once an ad account is connected, head to the Campaign Wizard to build your first campaign, or set up tracking first if you want conversion data flowing in before you launch.