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Intermediate · 10 minutes

How to Connect Ad Platforms

Link your advertising accounts to IPX for unified campaign management and analytics

What You'll Learn

Navigate to Channels & Integrations settings
Connect Meta Ads (Facebook & Instagram)
Connect Google Ads
Connect TikTok Ads
Connect Twitter/X Ads
Connect LinkedIn Ads
View and manage connection status
Understand encrypted token security

Prerequisites: You need admin access to the ad platform accounts you want to connect. Make sure you can log into Meta Business Suite, Google Ads, TikTok Ads Manager, X Ads, or LinkedIn Campaign Manager before starting.

Supported Platforms

Meta Ads

Facebook & Instagram

Google Ads

Search, Display, YouTube

TikTok Ads

In-feed, TopView, Spark

Twitter/X Ads

Promoted tweets & trends

LinkedIn Ads

Sponsored content & InMail

More Coming

Snapchat, Pinterest, Reddit

Step-by-Step Guide

1

Navigate to Channels & Integrations

Open the integration settings from the Marketing Suite:

  • Go to Dashboard → Marketing → Settings
  • Click the "Channels & Integrations" tab
  • You'll see a list of all supported ad platforms with their connection status
2

Click Connect on Your Platform

Find the platform you want to connect and click its "Connect" button. Each platform card shows:

  • Status indicator: Connected (green), Disconnected (gray), or Expired (red)
  • Permissions required: What access IPX needs from the platform
3

Complete the OAuth Flow

A popup or redirect will take you to the platform's authorization page:

  • Log in to your ad platform account if prompted
  • Select the ad account(s) you want to link — you can connect multiple accounts per platform
  • Review the permissions IPX is requesting and click "Authorize" or "Allow"
  • You'll be redirected back to IPX with a success confirmation

Tip: Disable popup blockers for the IPX domain before starting. Most OAuth flows open a popup window for authorization.

4

Verify Connection Status

After authorization, the platform card will update:

  • Status changes to "Connected" with a green indicator
  • Connected account name and ID are displayed
  • Initial data sync begins automatically (may take up to 1 hour for historical data)
5

Manage Connected Accounts

Once connected, you can manage each platform from the same settings page:

  • Reconnect: If a token expires (typically every 60–90 days), click "Reconnect" to re-authorize
  • Switch accounts: Click "Manage" to change which ad accounts are linked
  • Disconnect: Remove the integration entirely — this stops data sync but does not delete historical data

Security & Token Storage

IPX takes the security of your ad platform credentials seriously:

  • OAuth tokens are encrypted at rest using AES-256 encryption
  • IPX never stores your ad platform passwords — only scoped OAuth tokens
  • You can revoke access at any time from both IPX and the platform's own settings
  • Token refresh happens automatically — you only need to re-auth if the token is fully revoked

Best Practices

Connect all platforms you actively use

AI agents and analytics work best with complete data. Even if you only run ads on one platform, connecting others gives agents context for cross-channel recommendations.

Use a dedicated ad manager account

If your platform supports manager or MCC accounts (like Google Ads Manager), connect at that level to link multiple sub-accounts at once.

Monitor the Expired status

OAuth tokens expire periodically. Check the Channels & Integrations page monthly and reconnect any platforms showing a red "Expired" status.

Start with read-only permissions

Most OAuth flows let you grant read-only access first. You can upgrade to write access later when you want AI agents to manage campaigns directly.

Troubleshooting

OAuth popup doesn't appear

Problem: Clicking 'Connect' does nothing or the popup is blocked.

Solution:

Try these fixes:

  • Disable popup blockers for the IPX domain
  • Try a different browser (Chrome is recommended)
  • Clear cookies and cache, then try again
  • Check if your corporate firewall blocks third-party OAuth redirects

Connection shows 'Expired' immediately

Problem: After connecting, the status shows expired or disconnected right away.

Solution:

This usually means a permissions issue:

  • Verify you have admin access to the ad account on the platform
  • Check that you selected the correct ad account during the OAuth flow
  • Some platforms require Business Manager verification — complete that first
  • Try disconnecting and reconnecting from scratch

Data not appearing after connection

Problem: The platform is connected but KPIs and campaign data are empty.

Solution:

Data sync takes time:

  • Initial sync can take up to 1 hour for historical data
  • Ongoing syncs run every 15 minutes
  • Check that the linked ad account actually has campaigns with data
  • Verify the active entity selector is set to the correct project

Meta Ads requires additional Business verification

Problem: Meta shows a 'Business verification required' message during OAuth.

Solution:

Meta requires business verification for certain API permissions:

  • Go to Meta Business Suite → Business Settings → Business Verification
  • Complete the verification process (may take 1–3 business days)
  • Once verified, return to IPX and try connecting again

Related Guides

Use the Marketing Command Center

Navigate the central marketing hub and channel dashboards

Track Marketing Performance

View unified analytics across all your connected ad platforms

Run AI Marketing Agent Swarms

AI agents use your connected platform data for smarter recommendations

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