With Cerby, you can connect a Pinterest Business native partner to your workspace to gain visibility on the partner’s users with shared access to your assets.
This connection is established via a monitor account with Manager access to your partner’s Pinterest Business Center.
NOTE: Cerby recommends creating a dedicated account in TikTok for Business (not assigned to a specific user) to monitor the partner’s business center from Cerby. Preferably, set it up with a Cerby-managed email address and phone number.
After you add the native partner to Cerby, you can use our robotic process automation (RPA)-based integration to sync and import your partner’s user data.
IMPORTANT: You can only add a native partner in Cerby if you have shared at least one asset with a partner in your paid social app or vice versa.
For security purposes, Cerby recommends that you invite the admin who will create the monitor account as a Guest User of your workspace. That way, they can securely share the credentials with you via a Cerby account.
This article describes how to connect a Pinterest Business native partner to Cerby.
Requirements
The following are the requirements to add a Pinterest Business native partner to Cerby:
A Cerby account
A Pinterest Business Manager integration in Cerby. For more information and instructions, read the article Connect a Pinterest Business Center app integration
A partner in Pinterest Business with shared access to your assets
An admin from your partner’s side must have already joined your Cerby workspace as a Guest User. For more information and instructions, read the article How to invite a guest user to your workspace
Your assets isolated into a single Pinterest Business Manager (optional)
NOTE: Cerby recommends your partner isolate your shared assets to avoid syncing and importing information from other organizations or customers
An active Pinterest Business account with the Manager role on your partner’s Pinterest Business Manager
Connect a Pinterest Business native partner to Cerby
To connect a Pinterest Business native partner to Cerby, you and your partner must complete the following main steps:
The following sections describe each main step.
1. Partner setup in Pinterest Business
Your partner must complete the following steps in Pinterest Business to set up the connection to Cerby:
Create an account with the Manager role on the Pinterest Business Manager with the isolated shared asset. For instructions, read the article Create and manage accounts.
NOTE: Preferably, set this account up with a Cerby-managed email address and phone number, as well as a secure password, provided by your partner.
Add the account to Cerby and share it with your partner.
Now, your partner is done. The next step is 2. Native partner connection in Cerby that you must complete using the Cerby web app.
2. Native partner connection in Cerby
You must complete the following steps in Cerby to connect with your Pinterest Business native partner:
The following sections describe each step.
1. Connect the native partner to Cerby
To connect the native partner to Cerby, you must complete the following steps:
Log in to your Cerby workspace.
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the corresponding app card. The app details page is displayed.
Activate the Partners tab.
Activate the Pinterest Business Partners tab from the Partners section. A list of partners with shared access to your assets is displayed.
NOTE: If your partner exists in your Pinterest Business Manager but is not displayed in the Pinterest Business Partners tab in Cerby, perform a check for updates to sync and import their user data.
Click the More options icon from the corresponding partner, which has a “Pending Cerby onboarding” status. A drop-down list is displayed.
Select the Connect to Cerby button. The Connect your partner to Cerby dialog box is displayed.
Click the Get started button. The Select monitor account dialog box is displayed with a list of Pinterest accounts.
Select the corresponding monitor account.
Click the Confirm button. The pop-up window closes, and the app details page and a success message box are displayed.
The next step is 2. Sync and review your partner’s users, which you must complete from the app details page in Cerby.
2. Sync and review your partner’s users
To sync and review your partner’s users, you must complete the following steps from the app details page in Cerby:
Click the Check for updates button located at the top right of the app details page. The process to sync and import to Cerby the partner’s user data may take a few seconds.
NOTE: You can review the progress of the check for updates through the Automation view. When the corresponding automation task has the “Complete” status, you can continue to step 2.
Activate the Members tab from the app details page.
Activate the Pinterest Business guest users tab from the User Overview section. A table with the partner’s users is displayed.
Now you’re done. In subsequent checks for updates, you can retrieve the updated information from your partner’s users.