Facebook connection

Use this guide when you need to connect a Facebook-related channel to QUINCEFIN and make sure data is arriving in the right entities.

Before you start

Prepare the following before connecting the integration:

administrator access to the required business account
app credentials or tokens if they are part of the setup
a clear understanding of which events or entities must sync into QUINCEFIN

Basic connection flow

Open the integrations section in QUINCEFIN.
Choose the Facebook-related connector you need.
Authorize the external service.
Configure synchronization rules.
Run and validate a test sync.

What to verify after launch

Field mapping

Check that names, contacts, sources, and service fields are landing in the correct QUINCEFIN entities.

Logs and errors

If data is not syncing, start with the authorization status, permission scope, and integration logs.

What comes next

After the first successful sync, verify the working scenario end to end: source event, transfer into QUINCEFIN, responsible manager visibility, and the next action in CRM.