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Facebook Authentication Guide

This is a step-by-step guide to acquiring third-party credentials for authorizing the Facebook Query and Facebook Ads Query connectors for use in Matillion ETL.

These connectors use an OAuth for third-party authentication. OAuth tokens will eventually expire and require remaking. This is outside of Matillion's control. However, existing tokens may be extended or refreshed at any time.

While connector properties may differ between cloud data warehouses, the authentication process remains the same.

Prerequisites

  • Begin the OAuth entry process as described in Manage OAuth. You should then configure this OAuth entry using your Facebook credentials, obtained as described below.
  • A new Facebook app should always be used when following this authentication process.
  • The callback URL, and therefore the Matillion ETL instance, must be HTTPS, not HTTP.

Acquiring third-party credentials

  1. Open the Facebook Developer Portal, also known as Meta for Developers.
  2. Click Log In in the top-right of the UI, where the Meta homepage for Facebook developers will be displayed.
  3. Click Log in with Facebook, and enter your credentials, then click OK.
  4. Click My Apps in the top right to open your Apps page, which displays all your existing apps.
  5. Click Create App at the top-right of the Apps page.
  6. Add use case will be selected by default. You will be asked What do you want your app to do?. Select Other, then click Next.
  7. Type will be selected by default. You will be asked to Select an app type. Select Business, then click Next.
  8. On the next screen, Details will be selected by default. Enter details for the following fields, then click Create app:
    • Add an App name: Give a name for the app, which will be used to identify it on the Apps page.
    • App Contact Email: Give a contact email within your organization, to receive notifications and other communications regarding the app.
    • Business Account: From the drop-down list, select the business account that the app will be connected to. This is optional so it's normally fine to leave this field showing No Business Manager account selected, but certain app features will require the app to be connected to a business account.
  9. The browser will now show the Add Products to Your App screen. Locate the Facebook Login for Business product, and click Set Up.
  10. Click App Settings and then Basic from the sidebar on the left. You will return to this screen later in the process, so you can ignore most of it now, but you must provide a Privacy Policy URL. This must be a valid link to your organization's online privacy policy. Enter the URL, and click Save changes.
  11. Click Facebook Login for Business → Settings from the lower left sidebar. This will open the Client OAuth settings screen. In the Valid OAuth Redirect URIs field, paste the Callback URL copied from the Manage OAuth dialog in Matillion ETL. Click Save changes.
  12. Click Add product from the left sidebar to Add products to your app. In the list of products available for your app, locate Marketing API, and click Set Up. This will take you to the Welcome to Marketing API page, but no further configuration is required here.

  13. Click App Settings and then Basic on the sidebar. Copy the credentials from both the App ID and App Secret fields. These will be required when configuring the OAuth in Matillion ETL in the next step.

    Note

    • To copy the App Secret, first click Show and enter your account password when prompted.
    • When copying the credentials, some browsers may add a space to the end of the string. Watch out for this as it will cause the credentials to fail.

  14. Now return to the Manage OAuth dialog in Matillion ETL to complete the OAuth configuration.

  15. When you complete the authorization process in Matillion ETL, you will be directed back to Facebook, where you must complete a few basic steps before the OAuth is fully authorized. When completed, the Facebook page will close, and you will return to your METL instance.