Instagram Extract Authentication

Instagram Extract Authentication


Overview

This is a step-by-step guide to creating an OAuth entry, acquiring credentials and authorising the Instagram connector for use in Matillion ETL.

Important Information

  • The Instagram Extract connector uses an OAuth for third-party authentication.
  • While connector properties may differ between Cloud Data Warehouses, the authentication process remains the same.
  • OAuth Tokens will eventually expire and require remaking. This is outside of Matillion's control. However, existing tokens may be extended or refreshed at any time.
  • As Intagram uses the Facebook OAuth process for authentication, therefore a registered Facebook App must be linked to an Instagram business account.

Creating an OAuth Entry in Matillion ETL

  1. In Matillion ETL, on the top left of the screen, click Project Manage OAuth.

    Please Note

    If a Instagram Extract connector has already been added to an Orchestration Job, the Manage OAuth window may also be accessed using the following method:

    1. Click the connector icon to open the Properties panel at the bottom of the screen.
    2. Click ... next to the Authentication input, and finally click Manage in the pop-up window.
    Project dropdown menu

    Project dropdown menu

  2. Copy the Callback URL in the field at the top of the window as this will be required in Acquiring Third-Party Credentials.

  3. Click + in the bottom left of the window to open the Create OAuth Entry window.

    New OAuth entry

    New OAuth entry

  4. Click the Service dropdown menu and select Instagram. Then, provide a name for the OAuth in the Name field and click OK.

    Create OAuth Entry window

    Create OAuth Entry window

  5. On returning to the Manage OAuth window, check the list of OAuths to ensure the new entry is listed.

    Please Note

    This entry is Not Configured. Configuration of the OAuth entry will be discussed in Authorising for use in Matillion ETL.

    New Entry listed on Manage OAuth window

    New Entry listed on Manage OAuth window


Acquiring Third-Party Credentials

  1. Navigate to the Facebook Developer Portal and click My Apps in the top right of the screen, then enter valid login credentials on the next screen.

    Log in to Facebook Developer Portal

    Log in to Facebook Developer Portal

  2. Once logged in, click Add a New App on the My Apps screen.

    My Apps

    My Apps

  3. The Create an App ID pop-up window will appear. First, select how the app will be used. The window will then change, prompting to provide details for the following fields:

    • App Display Name: provide a name to be associated with the app ID
    • App Contact Email: provide an email address to be used when needing to be contacted regarding the app
    • Who can use your app: select who will be able to use the app (available when selecting Manage Business Integratiosn as the use for the app)
    • Do you have a Business Manager account: select a verified Business Manager account to be connected to the app (this field is optional), then click Create App ID
    Create a New App ID

    Create a New App ID

  4. The browser will then redirect to the Add a Product section of the App Dashboard. Locate the Facebook Login block and click Set Up.

    Please Note

    It is recommended the app's Status (found in the header banner) is left permanently as In Development, as it will be incompatible with Matillion ETL if switched to Live.

    Add Facebook Login product

    Add Facebook Login product

  5. The Quickstart window will then open and prompt to select a platform for the app.

  6. The window will then reload, now with a block featuring a series of platform-specific questions and configurations. Simply follow the prompts and provide the required details.

    Quickstart

    Quickstart

  7. Next, click on Facebook LoginSettings on the sidebar to open the Client OAuth Settings window. Find the field entitled Valid OAuth Redirect URIs and paste the Callback URL (copied from the Manage OAuth window in Matillion ETL earlier). Then click Save Changes in the bottom right of the screen.

    Client OAuth Settings

    Client OAuth Settings

  8. Click PRODUCTS on the sidebar to return to the Add a Product section. Now, locate the Marketing API block and click Set Up to also add this product to the app. No further configuration is required.

    Add Marketing API product

    Add Marketing API product

  9. Lastly, click SettingsBasic on the sidebar. Then, copy the codes from both the App ID and App Secret fields as they will be required in Authorising for use in Matillion ETL.

    Please Note

    • In order to copy the App Secret, Show must first be clicked to make it visible. Valid login credentials may also need to be re-entered.
    • Additionally, when copying the codes, some browsers may add a space to the end of the code. Watch out for this as it will cause the credentials to fail.
    App ID and App Secret

    App ID and App Secret


Authorising for Use in Matillion ETL

  1. Return to the Manage OAuth window in Matillion ETL and click next to the previously created OAuth entry. This will open the Configure OAuth window.

    Configure OAuth settings

    Configure OAuth settings

  2. Using the codes copied from the Facebook Developer Portal earlier, provide details for the following fields:

    • Client ID – enter the App ID
    • Client Secret – enter the App Secret, then click Next

    Configure OAuth settings

    Configure OAuth settings

  3. The next window will have an Authorization link. Click the link to authorise Matillion ETL to use the acquired credentials.

    Authorization link

    Authorization link

  4. The browser will then redirect to a Facebook screen requiring confirmation of the associated account. Click Continue as <Account Name> to confirm.

    Facebook user confirmation

    Facebook user confirmation

  5. If all is successful, the browser will return to Matillion ETL with a window stating, "Authorization Successful".

    OAuth Authorization successful

    OAuth Authorization successful