Instagram Connector User Manual
  • 29 Mar 2022
  • 6 Minutes to read
  • Contributors
  • Dark
    Light
  • PDF

Instagram Connector User Manual

  • Dark
    Light
  • PDF

Article summary

OBTAINING THE ACCESS TOKEN

An access token is required to retrieve Instagram posts using the FYB Instagram Connector. This token will last for 60 days. After 60 days, you will need to generate a new token and update the Get Posts FYB Instagram connector action.

  1. Navigate to https://developers.facebook.com/apps/ and click on the Facebook App used in the Instagram Connector Installation Guide

  2. On the Left Menu, click on Instagram Basic Display and click Basic Display
    2020-09-09_13-28-15.png

  3. Scroll down to the User Token Generator and click Generate Token
    2020-09-09_13-30-26.png

  4. A popup window will appear asking you to sign in to Instagram. Once signed in, click Continue
    2020-09-09_13-32-53.png

  5. Ensure that the I Understand checkbox is checked and click Copy to copy the access token
    2020-09-09_13-34-41.png

Refer to Instagram's Documentation for more information

SAMPLE FLOWS

We have provided a sample flow to archive posts from Instagram to Content Manager. The sample flow will help you get set up with the Instagram connector and can be used as a basis to design other flows:

  • Instagram to CM Flow - This flow will archive posts/comments from Instagram to CM
Note

Before using these sample flows ensure you have completed all steps from the Power2CM Installation Guide and Instagram Connector Installation Guide.

Before importing the sample flows, you need to create two connections in Power Automate:

  • Power2CM Connection
  • Instagram Connection

CREATING A POWER2CM CONNECTION

  1. Once you have logged into Power Automate, click on Connections in the left menu under Data
    2020-09-23_15-03-16.png

  2. Click New connection
    2020-09-23_15-04-08.png

  3. Type Power2CM into the search bar and click on the Power2CM Connector (name may vary depending on the name given for the connector in the Power2CM Installation Guide
    2020-09-30_15-44-03.png

  4. Enter your Content Manager username and password into the username and password fields respectively, and click Create
    2020-09-30_15-45-26.png

  5. Your connection will now appear in the list of Power Automate connections. The status should say Connected
    2020-09-30_15-47-27.png

CREATING A INSTAGRAM CONNECTION

  1. Once you have logged into Power Automate, click on Connections in the left menu under Data
    2020-09-23_15-03-16.png

  2. Click New connection
    2020-09-23_15-04-08.png

  3. Type Instagram Connector into the search bar and click on the FYB Instagram Connector (name may vary depending on the name given for the connector in the Instagram Connector Installation Guide)
    2020-09-30_16-32-36.png

  4. Click Create
    2020-09-30_16-34-14.png

  5. Follow the prompts in the pop-up window

  6. Once complete, your connection will now appear in the list of Power Automate connections. The status should say Connected
    2020-09-30_16-35-18.png

IMPORTING THE FLOW

  1. Once you have logged into Power Automate, click on My Flows in the left menu
    2020-09-23_15-21-48.png

  2. Click Import
    2020-09-23_15-24-46.png

  3. Click Upload
    2020-09-23_15-25-45.png

  4. Select the Instagram to CM flow.zip file and click Open
    2020-09-23_15-27-09.png

  5. Once the file has finished uploading, you will be taken to the page below
    2020-09-23_15-30-54.png

  6. The connectors/connections (resources) found in the Related Resources table will need to be mapped to your current connectors/connections. This can be achieved by clicking the Select during import button found in the IMPORT SETUP column.

EXPORTED RESOURCERESOURCE TO MAP
Instagram ConnectorSelect the Instagram Connector and click Save
Power2CM ConnectorSelect Power2CM and click Save
Instagram ConnectionSelect Instagram Connector and click Save.
Power2CM ConnectionSelect Power2CM and click Save

Each time a resource is mapped, its icon will change from to

  1. Click Import
    2020-09-23_15-51-22.png

  2. You will receive a success message at the top of the page once your flow has imported successfully
    2020-09-23_15-52-30.png

UPDATING THE FIELD VALUES

  1. Click on the Get Posts action
    2020-09-30_16-37-31.png

  2. In the access_token field, copy the access token obtained from the OBTAINING ACCESS THE TOKEN section of this guide
    2020-09-30_16-38-19.png

  3. Click on the Archive Instagram Posts action. Enter the URI of the record type that you wish to use into the Record Type field. Enter the record number of the container you wish to capture the posts in the Container field
    image.png

Note

For full information on all the fields please refer to the INSTAGRAM CONNECTOR ACTIONS > ARCHIVE INSTAGRAM POSTS section of this guide.

  1. Click Save
    2020-09-23_16-08-24.png

  2. Your flow will be disabled by default. To enable it, click the Left Arrow button
    image.png

  3. Click Turn on
    image.png

Your flow will now run once a day. Records already created from previous flows will be updated using the id supplied in the Id field of the Create Record in CM action.

INSTAGRAM CONNECTOR ACTIONS

Below is a list of all actions available with the connector and what can be set up with them.

GET POSTS

Retrieves all the posts created by the currently logged-in Instagram user.

2020-09-30_16-24-45.png

NameDescription
fieldsThe fields retrieved from the Get Posts API call. We recommend using the following value: caption,media_url,username,timestamp
access_tokenThe access token required to retrieve posts from Instagram

ARCHIVE INSTAGRAM POSTS

Note

Requires Power2CM Connector

This action is to be used in conjunction with the Get Posts action above to send the data to Content Manager.

2020-12-18_15-14-48.png

NameDescription
Record TypeThe record Type URI
TitleTitle of the record
ContainerContainer number of the container that the record will be created in
Generate PDFIf Yes is selected, a pdf will be generated using the Title, Date Created, Author, Attachment Url and Notes fields. This pdf will be set as the electronic document of the record.
PDF Template URIThe uri of a record to be used as the template for generating pdf files. See the PDF TEMPLATES section for more information
Force UpdateIf Yes is selected, existing records are always updated (new revisions created) every time the flow is run. This is for scenarios where the preceding connector (e.g. The FYB Instagram Pro Connector) does not have a date last updated field
Instagram Posts DataThe JSON data returned from the Get Posts action from the FYB Instagram and Instagram Pro connectors

PLACEHOLDERS

The Notes field can contain the following placeholders:

PlaceholderDescription
{AUTHOR}The author of the Instagram Post
{COMMENTS}The comments of the Instagram posts (only available for the Instagram Pro connector). Comments include:
  • the comment
  • the author username
  • created date of the comment
Attachments in comments will appear in the attached PDF on the record.
{CREATED TIME}The created date of the Post
{LIKES}Total likes for a post
{MESSAGE}The message/caption on a post

The Titles field can contain the following placeholders:

PlaceholderDescription
{AUTHOR}The author of the Facebook Post
{CREATED TIME}The created date of the Post
{LIKES}Total likes for a post
{MESSAGE}The message/caption on a post

Example use of the Archive Instagram Posts action:
2020-12-18_15-17-58.png

ERROR HANDLING NOTIFICATIONS (OPTIONAL)

Power2CM contains the ability to provide email notifications of any errors that occur during the transfer process. This email will be sent once per day. If this error notification is required to be sent after a failed processed request, an additional step can be included in a flow to allow for an instantaneous message to be sent to the nominated person.

Below is an example of error handling for a facebook flow, this can be completed for all types of flows.

To add an error handling step to the end of the connector, complete the following:

  1. Select the flow to change, Click Edit
    2022-01-25_11-13-47.jpg

  2. Click the New Step Button , this will add the step to the end of the flow
    2022-01-25_11-12-43.jpg

  3. Click the Notifications Operation
    2022-01-25_11-16-15.jpg

  4. Select the preferred notification type, Email or Mobile Notification, fill out the required details required.
    2022-01-25_11-19-20.jpg

  5. Click the '...' menu in the top right of the action, and click Configure Run After item.
    2022-01-25_11-20-10.jpg

  6. Check the Has Failed and Has Timed Out check boxes only, Click Done
    2022-01-25_11-21-56.jpg

  7. Click Save.
    2022-01-25_11-23-38.jpg

  8. Repeat process above for any other flows desired.


Was this article helpful?