Instagram Connect Guide

Learn how to connect Instagram accounts to the platform

Last updated on February 7th, 2024

In this article, we cover the process for connecting your Instagram account(s) to the platform. Once you have linked your Instagram account to the platform, you will be able to post to your Instagram page and view and reply to comments on those posts in your Feed.

The user establishing the connection must have login credentials for the Instagram account(s) that will be connected. Additionally, the Instagram connection is passed through Facebook and will also require that the user making the Instagram connection also have admin access to a corresponding Facebook page (location page or brand page). 


We will guide you step-by-step through the process!


Step 1: Preparing the Instagram account

You will first need to prepare your Instagram account(s) to ensure that you can make the connection to the platform. This requires that a user has the credentials for the Instagram account(s) and admin access to corresponding Facebook pages to connect the Instagram account. Once that is confirmed, you'll need to complete the following:

1. Convert Personal Instagram to Business Profile

To connect Instagram to Uberall, you will need to make sure that your Instagram account is set up as a business account. All Instagram accounts are eligible to become business accounts. 


2. Connect Instagram to Facebook Page

Each Instagram account will need to be connected to a Facebook page as the Instagram accounts will be made available in the platform through the Facebook connection. Typically you will want to connect an Instagram account to a respective Facebook page (e.g., brand Instagram account to a brand facebook page or a location specific Instagram account to a corresponding Facebook location page).

First, go to your Facebook page Settings  of the page you wish to connect and click on "Linked Accounts"

Then, click on 'Connect account' option for Instagram.

This will launch a connection window to begin the process of connecting your Instagram account.

Next, you will be prompted to allow access to Instagram messages

You will be prompted to sign in to your Instagram Account

The Instagram connection will then be visible as shown below 

Please note that you might have a request to 'Review connection'. Please go through the process of reviewing the connection before proceeding


Step 2: Choosing the right connection method

There are two methods for connecting an Instagram account to the platform. The option you should choose will vary depending on the structure of the Facebook Pages, both brand and local pages. 

  • Account Level Connect: Facebook admins can choose this method if the location pages are in Brand/Location structure. The Account Level Connect will pass all Instagram accounts through the Facebook connection for the pages in structure. This makes it easier for admins to connect all Instagram accounts to the platform. This method is also recommended for a brand Instagram connection.
    • Click here to learn more about the Facebook brand/location structure
  • Location Level Connection: This method is available should the Facebook pages not be in structure or if a location manager is empowered to make the connection themselves. This process will require that the user be an admin of the connected Facebook page. Each Instagram account will be connected individually.

Step 3: Connecting your Instagram account to the platform

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  • Connect Individual Locations
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Step 1
Authorize Facebook

The first step is to authenticate a Facebook user and initiate a business connection.

If you have already connected Facebook, please proceed to the next step.

Go to the Accounts section in the platform and choose Account Level Connections. Click "Log In" for the Facebook Connection and follow the process for authorizing the Facebook connection.

This user should be an admin of the platform and Meta (Facebook) accounts. 

Once complete, the Facebook connection becomes the default connection for the entire business, and any newly created locations will be nested under the parent’s structure. To learn more about connecting Facebook, take a look at our Facebook Connect Guide.

Step 2
 Connect Instagram

Next, expand the Instagram section in the Account Level connections. Make sure to view the "Not Connected" tab to show the accounts that have yet to be connected to the platform.

Click "Connect" for an Instagram account to start the process.

Step 3

You will be prompted to log into Facebook. Be sure to use your business login details.

This Facebook account should be the same one used to establish the business' Facebook connection in Step 1.

Step 4
Confirm User

Click "Continue as ..." with your user profile to confirm with Facebook that you have logged into the correct profile. 

Step 5
     Select Account

Use the check box to Select All the Instagram accounts or individually select all the Instagram accounts that you want to manage and use within the platform. 


Please ensure you select all Instagram accounts that you want to connect. This includes accounts across multiple brands and locations that you want to manage within the platform. You will only be asked for this once and unselecting pages will not allow for access at a later stage

Click "Next" the button to proceed. 

Step 6
     Enable Permissions

You will be asked to select permissions for the Instagram connection. Be sure that all permissions are set to 'Yes' before clicking "Done."

Step 7   Confirmation

Once you complete the steps above you should receive a "Successfully Connected."

Additionally, any Instagram accounts that you have connected will appear the in "Connected" tab under the Instagram expanded list.

Step 1

Go to the Directories tab of the location and click on the "Connect" on the Instagram widget to start the process.

Step 2
Log in

Confirm that you are logged into the right Facebook account (or log into Facebook if you have not done so).

Click "Continue as..." to proceed. This should be the same Facebook account that was used to make Facebook connection for the location.

Step 3
Select Account

Click on the check box for all the Instagram accounts that you wish to connect to the platform. Click on "Next" to proceed.

You will see all the instagram accounts that are connected to a Facebook page you are an admin of. It's important to check all accounts that you want to connect within the platform.

Step 4
Enable Permissions

You will be asked to provide Uberall permissions to the Instagram account. Ensure that all permissions are set to "Yes" and click "Done" to proceed.

Step 5

You should now see that you have successfully linked the Instagram account. Click "Ok" to finish the process. 

You should see that Instagram is now connected in CoreX. 

Checklist for Connecting Instagram

  • Convert any personal Instagram accounts to Business profiles. 
  • Have "Admin" access to Facebook and Instagram. Learn here how to give "admin" access to your Instagram account. 
  • Connect Instagram with the same Facebook Account credentials used to connect Facebook
  • Connect the Instagram accounts to a corresponding Facebook page. 
  • Choose the correct connection method based on your Facebook business pages structure. 
  • Allow all of the permissions for Instagram in the connect flow to ensure features will work successfully in the platform.
  • Ensure you "Select All" to connect all Instagram pages you plan to manage now and in future when pages are listed. 

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