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Open Retailer Settings → Integrations. Meta lead setup starts from Customers.

Choose a connection

Confirm the connection

Verify the correct business account, then link one known record. Check the customer, site, provider reference and last successful sync. A connected badge alone does not mean every project is current. Keep credentials in secure connection fields. Never add them to customer notes or support email. A provider labelled Coming soon, such as Fiskil, is not ready to connect. Use bill analysis or manual rates where supported.