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Mansico Meta Integration

Mansico Meta Integration

This project is about syncing Facebook leads with ERPnext, When Clients fill Facebook ads instant forms app automatic fetch new created leads and create lead automatic in Lead doctype. Also on changing the Lead Status the new status sent to meta Pixel.

How to Install

Frappe Cloud:

One-click installing available if you are hosting on FC from here

Self Hosting:

  1. bench get-app https://github.com/splinter-NGoH/mansico_meta_integration.git
  2. bench --site [your.site.name] install-app mansico_meta_integration
  3. bench --site [your.site.name] migrate

Facebook Requirements:

  • Meta Business Account you have to create if not already having meta business account use this link for help
  • App Create Meta Business Settings to continue this tutorial u must create meta app following these steps: image

image

image

image

after creating your app go through Marketing Api Set up

image

  • Access Tocken of admin System User after creating the app go back Meta settings > Users > System users > add

    image

    after user created u will be prompet to choose permissions make sure to check all check boxes also dont forget to include the app we created moment before and also allow all check boxes now there is a access token generated for you make sure to copy the token and past it in access token field in your system in Meta Facebook Settings

    image

    if you already have admin System user just Generate new token and paste it in your System like image above.

  • Pixel ID

  • Pixel Access Token to get your pixel id and access token got to Events Manger

    image

    from left menu choose image

    now create and connect your crm

    image

    NOW continue setup your pixel CRM

    image

    from menu choose Learn how

    image

    in Create endpoint section Generate Access Token

    image

    then paste it in your system

    image

    also get the pixel id and paste it in system

    image

Now you almost Ready

now fill the api url and graph api version like img below

image

now go to Page ID doctype and add you page name and id

image

now go too New Read By

and add image

All Leads as img above make sure you spell it right

Finally got to sync new add

and create new sync

image

after saving and submit it will fetch all current available forms and make schedule job depends on the Event Frequency you choose to fetch and create new leads for every interval you choos

datad

Now your job is queued

datad

to check every thing is fine go to Schedule Job Type you will find newely created sync

execute it manually by clicking on execute button top right

image

then you should find the new leads created in Lead Doctype

Dependencies:

License

MIT

Very Important Note

This app will be having new updates as soon as possible also dont forget to star the repo Pull requests from Developers are very Welcome Hope you guys have another day of solving bugs Cheers from Mansy!