How to Assign a Dataset to an Ad Account in Meta

Overview

To share data from a Meta dataset with an ad account, you must assign the asset within your Meta Business Settings. Assigning your dataset allows you to run conversion ad campaigns, optimize targeting, and successfully sync custom audiences (such as Orbee segment audiences).

Prerequisites

Before you begin, ensure you meet the following requirements:

• You must have Full Control of the Business Portfolio (formerly Business Manager) that owns or manages the assets.
• The dataset and the ad account must belong to, or be shared with, the same Business Portfolio.

Step-by-Step Instructions

1. Go to Business Settings in Meta Business Suite.
2. In the left navigation menu, click the Data Sources drop-down menu and select Datasets.
3. Select the specific dataset you want to assign from the list.
4. Click the Connected Assets tab in the main pane.
5. Click the Connect Assets button.
6. In the pop-up window, select Ad Accounts from the asset type list.
7. Check the box next to the specific ad account(s) you want to link to this dataset.
8. Click Add, then click Done.

 How to Verify the Assignment

To ensure the assets are properly linked:

• While still viewing your dataset in Business Settings, check the Connected Assets tab. The assigned ad account should now be visible in the list.