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Connecting Instagram (Social Planner)
Connecting Instagram (Social Planner)

Social Planner gives you the ability to add your Instagram business accounts to your CRM.

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Written by Danni Harris
Updated over a week ago

Social Planner gives you the ability to add your Instagram business accounts to your CRM. If you have not yet converted your Instagram personal profile to a business profile, you will need to perform the two steps below:

  • Switch from a personal account to a business account on your Instagram app settings.

  • Connect your Instagram business account with your Facebook account

Connecting your Instagram

To connect your Instagram Business Account, there are different steps to follow. If you haven't connected any social media accounts yet, click on the Instagram icon in the wizard with the Connect option to begin setting up.

Instagram overview

Instagram overview

Alternatively, if you are already connected to any other social media accounts, click on the Setting option (gear icon) to start the setup.

After clicking Add account, you will be able to select the Instagram Business Account option.

Click on the Social Planner button

Click on the Social Planner button

Click on the Connect a new Instagram business account button

Click on the Connect a new Instagram business account button

Log into Facebook Page

To connect your Instagram Business Account through Facebook, follow the steps below. Firstly, log in to your Facebook account and provide the required permissions for Social Planner. Make sure you use the Facebook account that has the Instagram Business Account connected to it. Type in the relevant details and click on Log In.

Note: If the Instagram Business Profile is not yet verified, it means that Instagram Business Account is not connected to any Facebook page. This is a requirement from Facebook to post.

Login Facebook account

Login Facebook account

Select Instagram Business Profile

Your next step will be to select the Instagram Business Profile you would like to add to the social planner. Once you’ve connected an Instagram business profile, you will be able to manage the account from the setting icon.

Select Instagram business profile

Select Instagram business profile

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