How to Instantly Get Access to Your Clients' Meta, Google, and Shopify Assets (Without the Back and Forth)
04/07/2025
Access Shouldn’t Be This Hard
You just signed a new client. Exciting! But before you can actually do anything, there’s one massive hurdle: access. You need to get into their Meta Business Manager, Google Ads, Analytics, Shopify, and more.
And suddenly, you're stuck in a mess of instructions, screenshots, and email back-and-forth. It's frustrating for you and your client.
That’s where Connexify comes in. In this guide, we’ll walk you through the traditional method, why it’s broken, and how Connexify turns a multi-step process into a single link.
Why Getting Access Is a Nightmare Without the Right Tools
1. Every Platform Works Differently
Meta, Google Ads, Analytics, Merchant Center, Shopify—they all have different steps for access. Some use IDs, some email invites, some don’t make sense at all.
2. Clients Get Confused
They’re business owners, not IT pros. Even with screenshots and videos, they get lost in settings menus.
3. It Slows Down Work
You can’t launch campaigns or fix tracking until everything is connected. And waiting for approvals costs momentum.
4. It’s a Security Minefield
Asking for passwords or full admin rights? Risky. And honestly, outdated.
The Old Way: Traditional Access Step-by-Step
Let’s look at what it takes to get access the "normal" way.
Meta (Facebook & Instagram):
- Share your Business ID
- Client goes to Business Settings > Users > Partners
- They manually select each asset (ad account, pixel, page)
- Assign roles and permissions
Google Ads:
- Ask for their 10-digit account ID
- Send a request from your MCC
- Wait for them to accept the invite
Google Analytics / GA4:
- Have them log into analytics.google.com
- Admin > Account Settings > Access Management
- Enter your email with correct role
Shopify:
- Send a collaborator request
- Or have them go to Settings > Users and Permissions
- Add you manually and pick specific roles
Now repeat this process across every new client, for every platform.
The Connexify Way: One Link to Rule Them All
Imagine this instead:
- Open your Connexify dashboard
- Create a client-specific onboarding link
- Send it to your client via email, chat, or WhatsApp
- They log in, approve access for what they want to connect
- You're in. No back and forth. No screenshots. No explaining.
Supported Platforms:
- Meta Business Manager
- Google Ads
- Google Analytics / GA4
- Google Tag Manager
- Google Merchant Center
- Shopify
- LinkedIn Ads (coming soon)
Pro Tip: You can white-label Connexify to match your agency's branding.
Real-World Example: From Chaos to Calm
You’re onboarding a fashion brand that needs help scaling ads. You’ll need access to:
- Meta Ad Account and Pixel
- Shopify store
- Google Analytics and Ads
Traditional Route:
- 5+ emails
- Confused client
- Screenshots they ignore
- 2 to 3 days of back and forth
With Connexify:
- One link
- 3 minutes
- You’re ready to launch ads the same day
That’s not just convenient—it’s a better experience for both of you.
Connexify vs. Manual Access Requests
| Feature | Traditional Way | Connexify |
|---|---|---|
| Setup Time | 1 to 3 days | Under 5 minutes |
| Number of Emails | 5 to 15 | 1 |
| Security Risk | High | Low |
| Client Effort | High | Minimal |
| Brandable Experience | No | Yes |
The difference? Efficiency, professionalism, and peace of mind.
How to Get Started With Connexify
It’s easy to get going:
- Go to connexify.io
- Sign up and connect your agency accounts
- Generate your first onboarding link
- Send it to your client
- Start working the same day
No browser extensions. No developer setup. Just plug-and-play.
Tools & Resources to Simplify Client Access
You might still need extra documentation or a portal to keep things organized. Here are some favorites:
- Notion — Client hubs and shared docs
- ClickUp — Task and project management
- Slack — Fast client communication
- Loom — Quick explainer videos
- And of course, Connexify for everything access-related.
Final Thoughts
Getting access shouldn’t delay progress. Yet for most agencies, it still does.
With Connexify, you give clients one simple link that replaces a dozen steps. It’s secure, scalable, and saves everyone time. More importantly, it makes your agency look buttoned-up and professional.
The onboarding experience is the first impression. Make it a good one.
FAQ: Access & Onboarding With Connexify
Is Connexify secure?
Yes. All access flows use OAuth or official partner integrations. No passwords are shared.
Can clients pick what to share?
Absolutely. Clients only select and approve what they want you to access.
What happens if a client removes access?
You’ll be notified instantly and can re-request it if needed.
Can I white-label Connexify?
Yes! Add your logo, colors, and even your own subdomain.
What does Connexify cost?
Pricing depends on team size and number of clients. Start with a free trial at connexify.io/pricing
Ready to ditch the mess and move fast? Try Connexify for free and never chase credentials again.