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Offsite Integration Guide

8 min read • Last updated 13 September 2024

This offsite guide ensures a smooth integration with all offsite assets, covering all essential steps from account setup to understanding integration challenges for a successful partnership.


Meta

Meta Channels and Features

AssetZitcha Access RequiredZitcha Feature Unlock
Business PageFull ControlFacebook Image/Video Ad and Carousel Ads
Ad AccountFull ControlFacebook Image/Video Ad and Carousel Ads
CatalogsFull ControlFacebook Dynamic Product Ads and Managed Partner Ads
InstagramFull ControlInstagram Placements

Steps to provide Zitcha with Meta Access

For Zitcha to create Facebook Ads on behalf of your business, your assets (Business Page, Ad Account, Instagram & Catalogs) must be shared with the Zitcha Facebook Business Manager and granted ‘Full Control’. *Please only share your main Business Page (usually at a national level).

To do this please follow the below steps:

  1. Open Facebook Business Manager.
  2. Go to Business Settings.
  3. Below Users, click Partners.
  4. Click +Add
  5. Select 'Give a partner access to your assets.'
  6. Enter the Zitcha Partner Business ID: 2979480269008473 and click Next.
  7. On this screen, you can share multiple assets.
    a. Choose the asset you wish to share in the first column
    (Page, Ad Account, Instagram & Catalogs.)
    b. Assign the Admin role/Full control for your partner in the third column.
    c. Repeat these steps until you've chosen roles for all of the assets you want to assign.
  8. Click Save Changes.

Google Channels and Features

AssetZitcha Access RequiredZitcha Feature Unlock
Google Ad AccountAdminGoogle Responsive Search Ads
YouTubeEditorYouTube Bumper Ads and Short Form Ads
Google Merchant CenterContent API Key with Standard Reporting Manager AccessGoogle Smart Shopping Ads and Performance Max Ads

Steps to provide Zitcha with Google & YouTube Access

Google Ad Account

In order for Zitcha to create Google and YouTube ads on behalf of your business, you must first share access to your Google Ad Account and staging environment where applicable.

To do this please provide your Google Ad Account ID to the Zitcha team, the Zitcha team will then send a request from the Zitcha Manager Account 805-599-5631 to your Google Ad Account.

Once the request has been sent by Zitcha all admins on your Google Ad Account will receive an email with a link to approve the request.

You can also approve the request via the below process.

  1. Sign in to your Google Ads manager account.
  2. Click the Tools and settings icon, then under 'Setup', click Access and security.
  3. Select the Managers tab. Under 'Link request', you’ll find a list of manager accounts that have requested to link to your account.
  4. Under 'Actions', click Accept.

Google Merchant Center

In order for Zitcha to create Google shopping ads the below users will need to be added to your Google Merchant Center with standard access (as a minimum). A Content API Key will also need to be generated so your products can pull through from Google Merchant Center to the Zitcha Platform.

Users to add to Google Merchant Center:

  • please contact your solutions lead for these email addresses.

To grant access to the users, follow these steps:

  1. Sign in to your Merchant Center account.
  2. Click the tools icon, then select Account access under the “Settings” menu.
  3. Click the plus button.
  4. Enter the email address of the person you want to invite.
  5. Click Add user.
  6. On the next page, select standard as the access level, and email preferences for that user.
  7. Click Save.

How to generate a Content API Key:

  1. Sign in to your Merchant Center account.
  2. Access Settings
  3. Select Content API
  4. Select the Authentication (tab).
  5. Click on “+” to create the API key, this will automatically download the credentials as a .js
  6. Select “Add user” for the newly created Service User.
  7. Access Settings
  8. Select Account Access
  9. Update the Service User access to “Standard” and “Report manager” user access
  10. Share the .json file with the Zitcha team

YouTube

In order for Zitcha to run YouTube Bumper and Short Form Video Ads, please grant the Zitcha email (please contact your solutions lead for the relevant email address) 'Editor' access to to your YouTube Channel to connect the Zitcha Access Token.

To add the above user follow these steps:

  1. Go to studio.youtube.com.
  2. On the left-hand side, click Settings.
  3. Click Permissions.
  4. Click Invite and enter the email address of the person you’d like to invite.
  5. Click Access and select the Editor role
  6. Click Save.

Additional Guidance

Potential Challenges:

  • Credit Lines: Single line of credit in the Facebook account is required.
  • Facebook Feeds are required for product related campaigns used in Meta.
  • Facebook Products that aren't split by brand may delay onboarding
  • Facebook & Google Audiences which are not setup may delay onboarding

Keep this guide at hand for a smooth integration. We're here to help every step of the way!


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