Mansico Meta Integration

Mansico Meta Integration is an open-source application designed to seamlessly sync Facebook leads with ERPNext. When clients fill out Facebook Ads instant forms, the app automatically fetches the newly created leads and creates corresponding entries in the ERPNext Lead doctype. Additionally, when the Lead Status is updated in ERPNext, the new status is sent back to the Meta Pixel for tracking.

Prerequisites

Before setting up the integration, ensure you have the following:

1. Meta Business Account: If you don’t already have one, create a Meta Business Account.

2. Meta App: Create a Meta App to access the Marketing API.

3. ERPNext Instance: A working ERPNext installation where the app will be installed.

Step-by-Step Setup Guide

1. Create a Meta App

To interact with the Meta Marketing API, you need to create a Meta App. Follow these steps:

1. Go to the Meta Developer Portal.

2. Click on Create App and select Business as the app type.

3. Complete the app creation process by providing the required details.

2. Set Up Meta Marketing API

After creating your app, configure the Marketing API:

1. Navigate to Marketing API in your app settings.

2. Follow the setup wizard to enable the API for your app.

3. Generate Access Token

To authenticate your app, generate an access token for a Meta System User:

1. Go to Meta Settings > Users > System Users.

2. Add a new System User or use an existing one.

3. Assign the following permissions to the user:

   • leads_retrieval

   • manage_pages

   • ads_management

   • business_management

4. Generate a new access token for the user and copy it.

4. Configure Pixel ID and Access Token

To track events and sync data, you need your Pixel ID and Pixel Access Token:

1. Go to Events Manager in your Meta Business Account.

2. From the left menu, select Data Sources and choose your Pixel.

3. In the Settings tab, locate your Pixel ID.

4. Generate a Pixel Access Token in the Create Endpoint section.

5. Set Up Mansico Meta Integration in ERPNext

Step 5.1: Install the App

1. Download the Mansico Meta Integration app from the repository.

2. Install the app in your ERPNext instance using the Bench command:

   bench get-app mansico_meta_integration
   bench install-app mansico_meta_integration

Step 5.2: Configure Meta Settings

1. Go to Meta Facebook Settings in ERPNext.

2. Paste the following details:

   • Access Token: The token generated in Step 3.

   • Pixel ID: The ID from Step 4. (Now Pixel ID Moved when creating page for adding more flexibility)

   • Pixel Access Token: The token from Step 4. (Now Pixel ID Moved when creating page for adding more flexibility)

   • API URL: Use the default Meta API URL (e.g., https://graph.facebook.com).

   • Graph API Version: Specify the version (e.g., v16.0).

Step 5.3: Add Page ID

1. Go to the Page ID doctype in ERPNext.

2. Add your Facebook Page Name and Page ID.

3. Pixel ID: The ID from Step 4.

4. Pixel Access Token: The token from Step 4.

Step 5.4: Configure Lead Sync

1. Navigate to Sync New Lead.

2. Create a new sync job by specifying:

   • Event Frequency: Choose how often the app should fetch new leads (e.g., every 15 minutes).

   • Lead Status Mapping: Map Facebook lead statuses to ERPNext Lead statuses.

3. Choose Doctype Name in which leads will sync too.

4. Save and submit the sync job.

6. Test the Integration

1. Go to Scheduled Job Type in ERPNext.

2. Locate the newly created sync job and click Execute to run it manually.

3. Check the Lead/CRM Lead doctype to confirm that new leads have been created.

Troubleshooting

• No Leads Synced: Ensure the access token has the correct permissions and is not expired.

• Incorrect Lead Status: Verify the status mapping in the sync job configuration.

• API Errors: Check the ERPNext logs for detailed error messages and ensure the API URL and version are correct.

Advanced Configuration

Custom Lead Mapping

You can customize how Facebook lead fields map to ERPNext Lead fields by editing the Lead Mapping doctype.

Contributing

This project is open-source, and contributions are welcome! To contribute:

1. Fork the repository.

2. Create a new branch for your feature or bug fix.

3. Submit a pull request with a detailed description of your changes.

License

This project is licensed under the MIT License. See the LICENSE file for details.

Support

For support or questions, open an issue on the GitHub repository or contact the maintainers.