Step 1. Open integrations
Go to Settings → Integrations (you must be an Admin to access this page) and click the Meta Ads tile.
Step 2. Business profile or Personal profile?
You can connect either a Business profile or a personal Meta profile. The rule is the same for both: only accounts and pages where the connected profile has full admin rights will appear.
| Business profile | Personal profile |
What you select | A Business Portfolio, then the ad accounts, pages, and Instagram accounts it has admin rights to | The ad accounts, pages, and Instagram accounts the profile has admin rights to |
Requirement | Full admin rights to the Business Manager and all its assets | Full admin access to each ad account and page |
If an ad account or page is missing: Check the permission level on the Meta side first — the asset won't appear in Bïrch without full admin rights.
If you need to add new assets to an existing connection: You need to re-authenticate to refresh the connection and select new assets.
Business profile: Re-authenticate →
Personal profile: Re-authenticate →
Step 3. Activate an ad account with a Workspace
Once connected, each ad account appears in a list but is not active until assigned to a Workspace. New accounts are placed in your Default workspace automatically.
To activate an account:
Find it in Settings → Platforms
Click Link workspace and assign it to a Workspace
To deactivate an account, unlink the Workspace.
⚠️ Unlinking a Workspace disconnects the account from Bïrch entirely. This will:
Turn all automated rules and post boosting rules into drafts
Permanently delete all reports, audiences, custom metrics, and Launcher templates for that account
Ad spend is only counted toward your plan for accounts with a linked Workspace.
Can't find your ad account?
If you manage hundreds or thousands of ad accounts, the full list may not display. Use the search function in Settings and type the ad account name to find and connect it.
Managing multiple profiles
You can connect up to 15 business accounts or personal profiles per platform. The number of ad accounts and pages is unlimited.
If multiple connected profiles have admin access to the same ad account, you can choose which profile that account works through — useful if you need to reassign after a team change.
IMPORTANT: Switching profiles or offboarding a team member? Before disconnecting a profile, make sure another profile with admin rights to the same ad accounts is already connected to the ad account. Removing the only connected profile for an account will cause its rules to turn into drafts and templates to be deleted.
Questions? Reach out via the chat bubble or at support@bir.ch.