facebook store integration for magento 2 user guide...to synchronize magento 2 store products with...

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Facebook Store Integration for Magento 2 © Meetanshi Facebook Store Integration for Magento 2 User Guide Table of Content 1. Extension Installation Guide 2. Configuration 3. Set Google Product Category 4. Bulk Update Facebook Product Status 5. Bulk Update Facebook Store Attributes 6. Facebook Attribute Mapping 7. Product Feed File Generation & Log 8. Add Shop Tab in Facebook Page 9. Set up the catalog feed on Facebook 10. Setting Facebook Product Feed Update and Replace Schedule 11. Setting Shoppable Instagram

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Page 1: Facebook Store Integration for Magento 2 User Guide...To synchronize Magento 2 store products with the Facebook store for the first time, you will not wait for the cron to generate

Facebook Store Integration for Magento 2 © Meetanshi

Facebook Store Integration for Magento 2

User Guide

Table of Content

1. Extension Installation Guide

2. Configuration

3. Set Google Product Category

4. Bulk Update Facebook Product Status

5. Bulk Update Facebook Store Attributes

6. Facebook Attribute Mapping

7. Product Feed File Generation & Log

8. Add Shop Tab in Facebook Page

9. Set up the catalog feed on Facebook

10. Setting Facebook Product Feed Update and Replace Schedule

11. Setting Shoppable Instagram

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1. Extension Installation • Create a folder structure in Magento root as app/code/Meetanshi/FaceBookShop

• Download and extract the zip folder and upload our extension files to the

app/code/Meetanshi/FaceBookShop via FTP.

• Login to your SSH and run below commands step by step:

o php bin/magento setup:upgrade

o For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy

o For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f

o php bin/magento cache:flush

2. Configuration To configure the extension, login to Magento 2 backend, move to Stores → Configuration →

Facebook Store Integration where you can find various settings to configure the extension.

• Generate CSV Manually: Click to generate CSV having the product feed data.

• Schedule Periodic CSV Generation: Set YES to schedule product feed CSV generation on a

regular basis. This setting sets up the cron that keeps regenerating the product feed file (CSV)

that Facebook fetches to update your Facebook shop.

• Frequency: Set frequency for the periodic CSV generation.

• Start Time: Set start time of the CSV generation on a specified frequency.

• Remove Out of Stock Products from CSV: Set YES to remove out of stock products while

creating product feed CSV and restrict those products display in the Facebook store.

• Apply Catalog Rules on Product Price: Select “Yes” if you want the catalog rules to be

reflected in the product prices shown in the Facebook shop.

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Facebook Store Integration for Magento 2 © Meetanshi

3. Set Google Product Category The extension requires to set Google Product Category (ID or Name) for your Magento

categories based on Google Product Taxonomy.

• For Magento Categories

Go to Catalog > Categories, select the categories you want to show in Facebook store, find

the tab “Facebook Shop Integration”, and set the ID or name of the Google product

category listed here that best fits with your Magento category. This helps when you want to run dynamic ads.

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Facebook Store Integration for Magento 2 © Meetanshi

• For Magento Products

Go to Catalog > Products, select the products you want to show in Facebook store, find the

tab “Facebook Shop Integration”.

o Facebook Shop Product: Enable the product to show in the Facebook store.

o Product Condition: Select one of the product conditions to show in the Facebook store.

The extension fills “New” by default.

o Google Product Category: Set the ID or name of the Google product category listed

here that best fits with your Magento product.

Note: The Google Product category will be prioritized in Product >> Category. If you have set

Google Product category for the product, it will be shown, else the ID of the category in which the

product resides will be shown.

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Facebook Store Integration for Magento 2 © Meetanshi

4. Bulk Update Facebook Product Status The extension facilitates to update the Facebook product status using the mass action. If you

want to only show some of the products in Facebook store, set their product status to YES. Go to

Catalog > Products, select the products to update their Facebook product status and select the

“Facebook Product Status” mass action from the Actions dropdown and set the required

status in bulk.

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Facebook Store Integration for Magento 2 © Meetanshi

5. Bulk Update Facebook Store Attributes You can bulk update Facebook store attributes. Go to Catalog > Products, select the products

for which you want to update attributes, select “Update Attributes” mass action, set values for

the options “Facebook Shop Product”, “Product Condition” and “Google Product Category”, and

save to assign the values in bulk to selected products.

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Facebook Store Integration for Magento 2 © Meetanshi

6. Facebook Attribute Mapping After the extension installation, the extension automatically creates default mapping between

the product attributes and Facebook fields with the same name. You don’t need to create

mappings for those fields. For example, product name, ID, availability, price, condition, etc.

• Add New Mapping

Some of the Facebook fields are required (Check the list of required and optional fields

here: https://developers.facebook.com/docs/marketing-api/catalog-feed-setup#supported-

fields). Therefore, if the extension can’t fill some of the required fields itself, it can’t do

mapping for those fields with the Facebook and thus, it displays an error message in the

feed generation panel. To solve this issue, you need to create an attribute for the required

field and map it with the Facebook field. To add new attribute mapping, simply go to

Facebook Store Integration > Facebook Attribute Mapping and Click Add New Mapping.

Select the Facebook attribute code and a relevant Magento attribute to create the mapping.

Note: By default, the extension cannot create a mapping for the “Brand” field, make sure to create

new Magento attribute for the “Brand” Facebook field and create the mapping for it, otherwise it

will display error while generation feed. We can only proceed to the next step when all the required

fields are mapped.

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Facebook Store Integration for Magento 2 © Meetanshi

7. Product Feed File Generation & Log To synchronize Magento 2 store products with the Facebook store for the first time, you will not

wait for the cron to generate the CSV on the scheduled time and thus, you need to generate a

CSV using the manual method. All the manual and scheduled CSV file generation log is saved in a

separate grid under Facebook Store Integration > Product Feed CSV Log. You can see the log added every time the product CSV gets generated, with the details like started and finished date

and time, how the CSV generation took place (manually or using schedule), status and other

details.

8. Add Shop Tab in Facebook Page The products you integrate using the Facebook store will be shown under the “Shop” tab of

your Facebook page. To add the “Shop” tab in your Facebook page, log in to your Facebook

account using the credentials. Make sure you are admin of the page. Go to your page and click

“Settings”.

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• Click on “Templates and Tabs”, and scroll to the bottom. Click “Add a Tab” button.

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Facebook Store Integration for Magento 2 © Meetanshi

• Click on the “Add Tab” button next to the “Shop”.

• Close the popup and go back to your Facebook page. You can now see the “Shop” tab. Click

it and a popup will be opened, tick the checkbox to agree to the Seller’s Terms and Policies

and click Continue.

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Facebook Store Integration for Magento 2 © Meetanshi

• After agreeing, you can see another popup to select the checkout method for the Facebook

store products. Select “Check Out on Another Website” and click “Continue”.

• Next, another popup shows up, asking to choose the shop currency. Select the currency of your

Magento 2 store, and click “Save”.

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9. Set up the catalog feed in Facebook To setup the catalog feed on Facebook, Go to the Facebook business manager. If you don’t have

a business manager account, log in to Facebook, go to https://business.facebook.com/, and

follow the sign-up process. After login, click the Business Manager and from the menu, click

“Catalogues” under the Assets.

• Here, you should see a catalog with the name of your page. If not, you can always create new

using the “Create Catalogue” button.

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Facebook Store Integration for Magento 2 © Meetanshi

• Click the catalog of your page and click “Products and Data Sources” tab. From here, select the

“Use Data Feed” method to upload the product CSV we generated and add products to the

Facebook store. Click next.

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Facebook Store Integration for Magento 2 © Meetanshi

• Select the upload method, enter data feed URL, here the URL of the CSV you created. It gets

stored at yoursite.com/var/export/FBProductUpload.csv. Also, you can set auto-update

product feed CSV file schedule, to get your Facebook store inventory updated on a regular basis.

Lastly, click the “Start Upload” button.

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• Immediately after you start uploading the product feed CSV file, you can see the status of

the upload in a separate window.

• Once the product feed upload is done, you can click to “View Feeds” in the Facebook shop

tab.

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• Once the product feed is uploaded and processed completely by Facebook, users can see

products under the “Shop” tab of your Facebook page.

• Click to see the product details. Click “Checkout on Website” to add a product to the cart

and check out directly on the website.

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Facebook Store Integration for Magento 2 © Meetanshi

• Once the user clicks “Check Out on Website” from the Facebook store product, he will be

redirected to the website having the product added to cart. He can continue and finish the

order process hereafter.

Note: For grouped and bundled products, to select the custom options, users will be redirected to

the product page instead of the cart page.

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Facebook Store Integration for Magento 2 © Meetanshi

10. Setting Facebook Product Feed Update and Replace Schedule To keep the product feed updated in the Facebook store, you need to setup update and replace

schedule to keep on updating the product CSV generated in Magento 2 store with the Facebook

store on a regular basis. Facebook, by default, provides setting up 2 different schedules to keep

the Facebook store updated with the products.

• Replace Schedule

Every time the replace schedule is run; it processes all the products again from the product

feed CSV URL added while scheduling. This might cause the disappearing of images and

products from the Facebook store for a short while. Thus, it’s recommended to run the

replace schedule once a week (if you don’t make frequent changes to store products) or

once a day (if you make frequent changes to store products). To configure the replace

schedule, go to the Facebook Business Manager > Catalogues > Select Catalogue Name

of your Page > Products and Data Sources > Select Data Source Name > Settings >

Replace Schedule.

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• Update Schedule

Every time the update schedule is run; it makes faster changes to selected products in your

feed. This is the recommended way of sending price and availability updates. Thus, it’s

recommended to run the update schedule on an hourly basis to keep the minor changes like

product availability and pricing updated. To configure the update schedule, go to the

Facebook Business Manager > Catalogues > Select Catalogue Name of your Page >

Products and Data Sources > Select Data Source Name > Settings > Update Schedule.

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11. Setting Shoppable Instagram As you have the Facebook store live, you are automatically eligible for the Instagram Shopping

(Shoppable Instagram) feature. It allows you to tag your products with your Instagram posts, so

when someone browses your Instagram posts can click the tagged products to get redirected to

the website for purchase.

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• To enable Instagram Shopping feature, you need to enable Instagram product tagging.

o Add Shop tab in your Facebook Page – The very first step to enable Instagram

product tagging is adding the Shop tab in your Facebook page. This store contains

products you want to tag in your Instagram account.

o Comply with the Facebook Business Requirements – Facebook comes with the

minimum requirements to be fulfilled by the businesses prior to applying for the

Instagram shopping stated below:

▪ The business must sell physical products. Services based businesses cannot get

approval for the shoppable Instagram feature.

▪ The business must reside in allowed countries, see the list of approved countries

here.

▪ The Facebook page must not have country or age restriction.

▪ The Facebook store must use a checkout method other than “Message to Buy”.

o Make your Instagram account a business profile – Turn your Instagram account into

a business profile.

▪ Click the “Profile” icon in the bottom right, click three lines on the top right and click

“Settings”.

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▪ Go to Account.

▪ Click on “Switch to Professional Account” or “Switch to Business Account.”

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o Connect your Instagram profile to your Facebook page – After switching to the

business account, the next step in the wizard is to connect Facebook page with your

Instagram profile. Select the Facebook page in which you have set up product feed.

o Connect your Facebook store product catalog to Instagram account – Go to

Facebook business manager, log in with the admin credentials, go to “Catalogues” from

the top menu. Click on the catalog of your Facebook store, go to settings, scroll down to

the “Connected Instagram Business Profiles”. Click “Manage Profiles”. In the popup near

your Instagram profile, click “Request Review”. After submission, usually it takes about

a few weeks to get approved and you can start tagging products with the Instagram

posts afterward.