When you connect an integration to Triple Whale, there are several steps involved, which means there are a few points where things can break along the way. This guide explains how integrations work, how to manage them, and what to do when issues come up.
When you first connect, you will be prompted to choose the account you want to use. For example, if you are connecting Meta, you will select the Meta profile that has access to the ad accounts you want to connect to Triple Whale.
After that, select the specific ad accounts you want Triple Whale to pull data from.
Use the toggles to control which ad accounts Triple Whale should bring data in for. If an account is toggled on, Triple Whale will pull the data and maintain historical records.
If an ad account is toggled off, Triple Whale will stop pulling new data but will still keep historical data. If you want to remove an ad account entirely, including its historical data, you will need to disconnect the account and then reconnect using the appropriate account with the correct permissions.
How to Manage Ad Account Connections
To proactively manage your ad account connections in Triple Whale, follow these steps:
Navigate to
Data > Integrationsto access all your integrations.Review the list of connected ad accounts and ensure the correct accounts are toggled on or off for data pulling.
Use the "Disconnect" button for any accounts you wish to stop pulling data from permanently.
By following these steps, you can efficiently handle your connections and avoid common issues later on.
Frequently Asked Questions
1. I need to reconnect my account from the beginning- why did this happen?
There are a few reasons why the connection might have broken- it could be that you changed your password in the platform and therefore our token expired, and we need a new one to continue. It's also possible that the token we received from the platform expired, and it wants you to reconnect to allow us to continue pulling data. Either way, it should be a quick process, and you won't lose any data.
2. Why is one specific ad account broken?
If your overall connection is good and only specific ad accounts are disconnected, it is likely that the email address you used to connect to the platform lost permissions to that ad account.
3. How do I fix this?
You'll need to make sure that the email address with which you connected the account has access to the ad account. This needs to be done in the platform (Meta, Google, etc.) itself. Once you have permission, data should start flowing again. If this is not possible, you'll need to disconnect in Triple Whale altogether and reconnect with an email address that does have the necessary permissions.
4. To reconnect an account, use the following steps:
Open the Triple Whale app and navigate to
Data > Integrations.Click on the "Reconnect" option next to the account you wish to reconnect.
Enter the appropriate login credentials or administrative access if required.
5. I don't want Triple Whale to pull data in from a certain ad account anymore. How do I do this?
All you need to do is click the small button that says "Disconnect" next to the specific ad account. This will signal to Triple Whale to stop pulling data in for this account, and it will simply appear as "grey" in the integrations page.
To disconnect an account:
Go to
Data > Integrationsin the Triple Whale app and locate the specific account.Click on the "Disconnect" button next to the account name.
Confirm the action to ensure the account is disconnected completely.