Preparing Your Meta Business Assets Before Connecting SHOPLINE

Before you connect your SHOPLINE store to Meta's advertising and shopping tools, you'll need a few Meta business assets already set up. Preparing these in advance — rather than during the connection flow — helps you avoid interrupted setups, permission errors, and delays in getting your Meta Pixel, catalog, and ads running. 

This guide explains which Meta assets you need, why your personal Facebook account permissions matter, and where to find Meta's official guides for creating each one.

Pre-Connection Checklist for Your Meta Business Assets

Before starting the SHOPLINE connection process, make sure you have each of the following Meta business assets ready:

• Meta Business Portfolio: The central account that organizes and connects all your other Meta assets, including your Page, ad account, and Instagram account.
• Facebook Page: Your business's public identity on Facebook. A Page is required to run ads and to connect a shop.
• Instagram Professional Account (Optional): Only needed if you plan to run ads or sell products on Instagram.
• Meta Ad Account (with a valid payment method): Required to run any paid ads through Meta.
• Verified Domain: Confirms that your store's domain is authorized to use Meta's tracking tools, and is required for compliance with iOS tracking rules.

Understanding the Full Control Permission Requirement for Your Personal Facebook Account

To connect SHOPLINE to your Meta Business Portfolio, your personal Facebook account must have Full Control access to the portfolio. Full Control is the highest permission level in Meta Business Suite — equivalent to an admin role — and lets you manage all assets, users, and settings connected to your business.

If your account only has asset-level access (for example, access to just the ad account or Page, but not the full portfolio), the SHOPLINE connection process may fail or stop partway through. Confirm your role under Business Settings > Users > People in your Meta Business Portfolio before you begin.

For more on permission levels, see Meta's guide on "About Business Portfolio and Business Asset Permissions." 

Preparing Your Business for Meta Review

Before creating or applying for a Meta advertising account, make sure your business information and website are ready for Meta's review.

We recommend verifying the following:

• Business registration: Ensure your business is active and that your company name, registered address, and business registration information match your official registration documents.
• Store website: Make sure your website uses HTTPS, product pages are accessible, and essential pages such as About Us, Contact Us, Shipping Policy, Return Policy, Privacy Policy, and Terms of Service are complete.
• Facebook Page: Publish your Facebook Page, add basic business information, and ensure its branding matches your website.
• Supporting documents: Prepare clear copies of your business license and any supporting documents required during Meta's review process.

Following these recommendations can help reduce delays or rejections during Meta's review process.

Official Meta Guides for Setting Up Each Business Asset

Use Meta's official setup guides below to create each required asset:

• Create a Business Portfolio: Create a Business Portfolio in Meta Business Suite
• Create an Ad Account: How to Create an Ad Account in Meta Ads Manager
• Create a Facebook Page: Create a Facebook Page for Your Business
• Set Up an Instagram Professional Account: Set Up a Professional Instagram Account

Next Steps After Preparing Your Meta Business Assets

Once your Meta assets are ready and your permissions are confirmed, continue with the following guides:

• To connect your Meta assets to SHOPLINE and set up your Pixel, catalog, and shop features, see "Connecting Your Meta Business Account to SHOPLINE (MBE)."

• To verify your store's domain for compliance and iOS tracking, see "Verifying Your Store Domain for Meta in SHOPLINE."