# Connect ad platforms (/docs/ads/ad-platforms)

**Setup → Ad platforms** is where you connect the ad accounts Mokanata reads from: Meta, Google, TikTok, LinkedIn and 16 more. Mokanata reads campaigns, ads, spend and clicks through each platform's official API, refreshed every hour, and matches clicks to the conversations they start. It never edits campaigns, budgets, bids or audiences.

<Callout title="Coming soon">
Signing in to an ad account isn't available yet: Mokanata can't read campaigns, ads or spend from Meta, Google, TikTok or any other ad platform yet, so **Connect** and **Add account** say the platform isn't available yet. The accounts on this tab in the screenshots are the sample workspace's. The steps below describe how connecting will work.
</Callout>

- **Who can use it:** Connecting and disconnecting ad accounts needs **Connect ad platforms**, which owners and admins have by default. Everyone else sees the connected accounts and the catalogue with a **View only** notice; **Connect ad platform** and the card buttons are disabled. See [Roles and permissions](/docs/settings/roles).
- **Before you start:** A login on the ad platform with access to the ad accounts you want to bring in.

## Open Ad platforms [#open-ad-platforms]

In the sidebar, click **Setup** (or press <kbd>G</kbd> then <kbd>U</kbd>), then the **Ad platforms** tab. The count on the tab is the number of platforms connected, and the line under the title sums up the accounts, for example "4 ad accounts on 3 platforms".

![Setup on the Ad platforms tab: Connect ad platform with its N shortcut, Connected ad accounts listing Meta, Google and TikTok accounts, and the Ad platforms catalogue below](/screenshots/ad-platforms/01-ad-platforms.webp)

**Connected ad accounts** lists every account Mokanata reads, grouped by platform, with its ID and time zone. **Reading** means Mokanata is pulling its data.

![Connected ad accounts: 4 accounts · 3 platforms, each Reading, with a menu per row](/screenshots/ad-platforms/02-connected-accounts.webp)

Only Meta ad accounts feed [Ads & conversions](/docs/ads/ads-overview), because Click-to-WhatsApp ads run on Meta. Accounts on other platforms are read for campaigns and spend.

## Find a platform [#find-a-platform]

**Ad platforms** lists all 20, in five groups: **Social and video**, **Search**, **AI assistants**, **Retail, apps and audio** and **Regional networks**. Each card shows the platform, how many accounts are connected (or **Not connected**), what it covers and its placements. **Beta** marks platforms whose ad API is in early access.

![The Ad platforms catalogue: Social and video with Meta Ads, TikTok Ads, X Ads, LinkedIn Ads, Snapchat, Pinterest, Reddit and Quora](/screenshots/ad-platforms/03-platform-catalogue.webp)

- **Search**: type a platform, sign-in or placement in **Search platforms or placements** (press <kbd>/</kbd> to jump there). Searching "search" finds every platform with search placements.
- **Filter by status**: **All platforms**, **Connected**, **Not connected** or **Beta**, each with a count.

![The status filter open: All platforms, Connected 3, Not connected 17, Beta 2](/screenshots/ad-platforms/04-status-filter.webp)

![Searching "search" shows 8 of 20 platforms: X Ads, Pinterest Ads, Google Ads, ChatGPT Ads and others](/screenshots/ad-platforms/05-search.webp)

If nothing matches, **No ad platforms match** shows with **Clear filters**.

## Connect an ad account [#connect-an-ad-account]

<Steps>
<Step>

### Pick the platform [#pick-the-platform]

Click **Connect ad platform** in the header (or press <kbd>N</kbd>) and choose a platform in **Connect an ad platform**: **Connect** for a new platform, **Add** for one you already use. You can also click **Connect** or **Add account** on a card in the catalogue.

![The Connect an ad platform dialog with a search box and the platforms grouped, Meta Ads and TikTok Ads with Add, the rest with Connect](/screenshots/ad-platforms/06-picker.webp)

</Step>
<Step>

### Review the access and sign in [#review-the-access-and-sign-in]

Step 1 of 2 shows what Mokanata will be able to do: read campaigns, ads and spend in the accounts you pick, read clicks and conversions to match them to conversations, and never edit campaigns, budgets, bids or audiences. For Meta and TikTok it can also send CRM outcomes back, once you turn on that [conversion destination](/docs/ads/conversion-destinations) (Google Ads conversions are coming soon). The scopes requested are listed underneath.

Click **Continue with** and the platform's sign-in (for example **Continue with LinkedIn**), and approve read-only access.

![Sign in to LinkedIn Ads, step 1 of 2: what Mokanata will be able to do, the scopes requested, and Continue with LinkedIn](/screenshots/ad-platforms/07-sign-in.webp)

</Step>
<Step>

### Choose the accounts [#choose-the-accounts]

Step 2 of 2 lists the accounts your login can see that aren't connected yet; the first is ticked. Tick the ones you want and click **Connect ad account** (or, for several, for example **Connect 2 ad accounts**). Mokanata reads the last 90 days from each.

![Choose ad accounts for LinkedIn Ads: signed in as mara@northwind.dev, Northwind Labs · Demand gen and Northwind Labs · ABM both ticked, and Connect 2 ad accounts](/screenshots/ad-platforms/08-choose-accounts.webp)

Use the back arrow to return to the previous step.

</Step>
<Step>

### Check they're reading [#check-theyre-reading]

The accounts appear under **Connected ad accounts** with **Reading**, and a toast confirms. Numbers fill in over a few minutes.

![Connected ad accounts now 6 accounts on 4 platforms, including the two LinkedIn accounts, and the toast "2 ad accounts connected on LinkedIn Ads"](/screenshots/ad-platforms/09-connected.webp)

</Step>
</Steps>

<Callout title="Beta platforms">
ChatGPT Ads and Perplexity Ads are in early access. Their sign-in step warns that reporting can lag by up to a day, and placements may change while the platform's ad API is in beta.
</Callout>

![Sign in to ChatGPT Ads, with the Beta badge and the early access note above Continue with OpenAI](/screenshots/ad-platforms/10-beta-sign-in.webp)

### What each platform asks for [#what-each-platform-asks-for]

| Platform | Group | Sign in with | You pick |
|---|---|---|---|
| Meta Ads | Social and video | Facebook | Ad accounts |
| TikTok Ads | Social and video | TikTok for Business | Advertisers |
| X Ads | Social and video | X | Ads accounts |
| LinkedIn Ads | Social and video | LinkedIn | Ad accounts |
| Snapchat Ads | Social and video | Snapchat | Ad accounts |
| Pinterest Ads | Social and video | Pinterest | Ad accounts |
| Reddit Ads | Social and video | Reddit | Ad accounts |
| Quora Ads | Social and video | Quora | Ad accounts |
| Google Ads | Search | Google | Customer accounts |
| Microsoft Advertising | Search | Microsoft | Ad accounts |
| ChatGPT Ads (Beta) | AI assistants | OpenAI | Ad accounts |
| Perplexity Ads (Beta) | AI assistants | Perplexity | Ad accounts |
| Apple Ads | Retail, apps and audio | Apple | Organisations |
| Amazon Ads | Retail, apps and audio | Amazon | Advertising profiles |
| Shopee Ads | Retail, apps and audio | Shopee Seller Centre | Shops |
| Spotify Ads | Retail, apps and audio | Spotify Ad Manager | Ad accounts |
| LINE Ads | Regional networks | LINE Business ID | Ad accounts |
| Kakao Moment | Regional networks | Kakao | Ad accounts |
| Naver Search Ads | Regional networks | Naver | Customer accounts |
| Baidu Ads | Regional networks | Baidu Marketing | Ad accounts |

## Shortcuts from a platform [#shortcuts-from-a-platform]

On a connected platform's card, the **⋯** menu offers **Open Ads & conversions** (Meta) and **Send conversions back** (Meta, Google and TikTok), which opens the **Destinations** tab of Ads & conversions.

![The Meta Ads card menu with Open Ads & conversions and Send conversions back](/screenshots/ad-platforms/13-platform-menu.webp)

## Disconnect an ad account [#disconnect-an-ad-account]

<Steps>
<Step>

### Open the account's menu [#open-the-accounts-menu]

In **Connected ad accounts**, open the **⋯** menu on the account's row. Meta accounts also offer **Open Ads & conversions**.

![The row menu for Northwind Labs · Main with Open Ads & conversions and Disconnect Northwind Labs · Main](/screenshots/ad-platforms/11-account-menu.webp)

</Step>
<Step>

### Confirm [#confirm]

Choose **Disconnect** with the account's name, then **Disconnect**. Mokanata stops reading its ads, and new conversations from them aren't attributed; conversations they started stay in the inbox. The toast has **Undo**.

![The Disconnect Meta Ads · Northwind Labs · Main? confirmation with Cancel and Disconnect](/screenshots/ad-platforms/12-disconnect-account.webp)

</Step>
</Steps>

When the last account is gone, the panel shows **No ad account connected** with **Connect ad platform**.

## What members and viewers see [#what-members-and-viewers-see]

Without **Connect ad platforms**, a **View only** notice explains that you can see the connected accounts and every platform, but not connect them. **Connect ad platform** is disabled, <kbd>N</kbd> does nothing, and **Disconnect** is left out of the menus.

![The View only notice for the Sales lead role, with Connect ad platform disabled](/screenshots/ad-platforms/14-view-only.webp)

## Troubleshooting [#troubleshooting]

<Accordions type="single">
<Accordion title="The account I want isn't in the list">
Step 2 lists only accounts your login can see that aren't connected yet. If every account is connected already, the dialog says so and offers **Close**: sign in as someone with access to the other account to add it.
</Accordion>
<Accordion title="Sign-in failed">
An error shows in the dialog. Check you're signed in to the platform with an account that can manage the ad accounts, then click **Continue with** again.
</Accordion>
<Accordion title="Numbers are missing for a new account">
Mokanata reads the last 90 days when you connect, and data fills in over a few minutes. After that it refreshes every hour.
</Accordion>
<Accordion title="A link opened nothing and said it needs more access">
Links that open the connect dialog only work for roles with **Connect ad platforms**. A toast says "That link needs more access" with the reason.
</Accordion>
</Accordions>

## Next steps [#next-steps]

<Cards>
<Card title="Ads & conversions" href="/docs/ads/ads-overview" description="See what your Meta Click-to-WhatsApp ads earn." />
<Card title="Send conversions to Meta and TikTok" href="/docs/ads/conversion-destinations" description="Report qualified leads and deals won back to the platforms." />
<Card title="The Setup page" href="/docs/channels/setup-page" description="Channels, QRIS, objects, tracking and integrations." />
</Cards>
