Platform & Google Connections

📘 Instagram Pages Integration

Connect your Instagram account to track engagement and analyze content performance from within Search Atlas. ⚙️ How to Connect 1. Go to Settings → Integrations. 2. Locate Instagram Pages. 3. Click ➕ Connect account. 4. Log in via Facebook (Meta). 5. Approve permissions. 6. Select your Instagram account. 🎯 What You Can Do 1. Track engagement metrics. 2. Analyze content performance. 3. Monitor audience interaction. ⚠️ Common Issues 1. Account not showing — Must be linked to a Facebook Page. 2. Login issues — Use the correct Meta account. 3. Permissions denied — Reconnect and approve. ❓ FAQ Do I need a business account? Yes, Instagram must be a Business or Creator account linked to a Facebook Page. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📘 LinkedIn Integration

Connect your LinkedIn account to publish content and monitor engagement from your dashboard. ⚙️ How to Connect 1. Go to Settings → Integrations. 2. Locate LinkedIn Account. 3. Click ➕ Connect account. 4. Log in to LinkedIn. 5. Approve permissions. 🎯 What You Can Do - Publish content. - Track engagement. - Monitor performance. ⚠️ Common Issues - Login issues — Ensure correct account. - Permissions denied — Approve access. - No account connected — Retry connection. ❓ FAQ Can I connect company pages? Yes. If you administer a LinkedIn Company Page, you can connect it in addition to your personal profile and choose it as a posting destination alongside or instead of your profile. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📘 X (Twitter) Integration in Search Atlas

Connect your X (Twitter) account to share content and track engagement from your dashboard. ⚙️ How to Connect 1. Go to Settings → Integrations. 2. Locate Twitter Account. 3. Click ➕ Connect account. 4. Log in to your X account. 5. Approve permissions. 🎯 What You Can Do 1. Share content. 2. Track engagement. 3. Monitor activity. ⚠️ Common Issues 1. Login failed — Check credentials. 2. Permissions denied — Approve access. 3. Account mismatch — Use the correct account. 4. Posts failing to send — X's API occasionally rejects requests platform-wide due to X-side access limits; if this happens, wait and retry, and contact support if it persists beyond a day. ❓ FAQ Can I post directly? Yes, once connected, you can share updates. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔗 Configurable Integration Connection Request Sharing

Search Atlas now supports configurable sharing of integration connection requests, giving you greater control over how third-party integrations are managed and delegated across your workspace. ✨ What's New Integration connection request sharing is now fully configurable. Previously, the sharing behavior for integration connection requests followed a fixed process. With this update, you can define exactly how connection requests are shared — whether across team members, sub-accounts, or client workspaces — so the process adapts to your operational setup rather than the other way around. 🛠️ How to Use It 1. Navigate to the Integrations section in your platform settings. 2. Select the integration for which you want to configure connection request sharing. 3. Open the Connection Request Sharing settings for that integration. 4. Choose your preferred sharing configuration and define who can send or receive connection requests. 5. Save your changes — the new sharing behavior takes effect immediately. 📋 What to Expect Once your configuration is saved, all new integration connection requests will follow the sharing rules you have defined. Existing active integrations already connected to your account will remain unaffected. Sharing configurations apply at the workspace level, so changes will be reflected consistently across all relevant integrations. Only users with the appropriate role permissions will be able to view or modify these sharing settings. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📘 Facebook Integration

Search Atlas allows you to connect both: - 📣 Facebook Ads → for campaign performance and optimization - 👍 Facebook Pages → for engagement and page-level insights Once connected, you can centralize your data and manage key marketing activities without leaving the platform. If you have Instagram accounts linked to your Facebook Business Manager, these will be available through the same connection process. ⚙️ How to Access Facebook Integrations 1. Go to the top-right corner and click your profile (e.g., CSM T) 2. Select Settings 3. Click the Integrations tab (Settings page) 4. Scroll to find: - Facebook Ads - Facebook Pages 🔗 Connecting Your Facebook Account Step-by-step: 1. Click ➕ Connect account under either: - Facebook Ads - Facebook Pages 2. You will be redirected to Facebook login 3. Choose your account and approve permissions 4. Confirm access to: - Ad accounts (for Ads) - Pages (for Pages) 5. Once connected, the account will appear as Connected (green status indicator) under the relevant integration in Settings → Integrations. 📣 Facebook Ads Integration What you can do: - Track ad performance - Monitor audience engagement - Analyze campaign results - Optimize targeting strategies Key value: Centralizes campaign insights so you don't need to switch between platforms. 👍 Facebook Pages Integration What you can do: - Monitor page engagement - Track post performance - Analyze audience interactions - Manage content visibility insights Key value: Gives you a clear view of how your content performs across your audience. If scheduled posts fail with a Facebook identity-confirmation prompt, open the Facebook mobile app and complete the identity check, then retry the post from Search Atlas. ⚠️ Common Connection Notes You must have admin or appropriate permissions in Facebook - If no account is connected, you will see: "No account connected" - You can connect multiple accounts depending on your setup 🧠 Best Practices - Connect both Ads + Pages for a complete performance view - Use Ads data for conversion optimization - Use Pages data for content and engagement strategy - Regularly review performance inside Search Atlas instead of switching tools ❓ FAQ & Troubleshooting Why can't I connect my Facebook account? Make sure you are logged into the correct Facebook profile with the right permissions. Can I connect multiple ad accounts? Yes. If your Facebook Business Manager manages multiple ad accounts, all accessible accounts will be listed during the OAuth flow. Select each account you want to connect individually. What's the difference between Ads and Pages integration? - Ads → campaign performance - Pages → engagement and content insights Account shows "Not Connected" after a previous successful connection If Facebook shows "Not Connected" after a previous successful connection, disconnect the account, then reconnect via ➕ Connect account and re-approve all permissions. Contact support if the status does not update. Connecting your Facebook Ads and Pages unlocks a more complete view of your marketing performance inside Search Atlas.

🌐 Connect Custom-Coded Websites to Search Atlas

🔍 Who This Article Is For This guide is for customers who run a custom-coded website — built with Node.js, Next.js, or a similar framework and hosted on platforms like cPanel — who are seeing zero SEO scores for content and UX signals in Search Atlas after migrating away from a CMS-based platform such as GoHighLevel, WordPress, or Webflow. Without a native CMS connector, Search Atlas cannot automatically pull or push content to your site. This article explains why scores drop to zero and outlines the general approaches available to restore full SEO visibility and content publishing. ⚠️ Why Your SEO Scores Are Showing Zero Search Atlas calculates content and UX signal scores by reading published, crawlable content on your live website. When you migrate from a platform with a native connector (like GoHighLevel) to a custom-coded build, two things typically break: - No CMS connector: Search Atlas can no longer sync or verify published content automatically. - OTTO Pixel may be missing or misconfigured: Without the tracking pixel installed on your new build, OTTO SEO cannot collect UX signals such as engagement and on-page behaviour. Both issues must be resolved independently. The sections below cover what to prepare and what to communicate to the support team so your account can be properly configured. ✅ Step 1 — Reinstall the OTTO Pixel on Your Custom Build Even on a custom Node.js or Next.js site, the OTTO Pixel can be installed manually by adding the pixel script to your site's global HTML template or layout file. Because the exact navigation path to retrieve your pixel script may vary based on your account configuration, contact the support team to confirm the correct steps for your setup and to obtain your unique pixel snippet. When you reach out, have the following ready: - Your Search Atlas project name or domain - The framework your site is built on (e.g., Next.js, Node.js with EJS) - Whether you have access to edit your site's root layout or HTML template file Once the pixel script is added to your site's <head> and deployed, UX signal collection will resume within 24–48 hours of real visitor traffic. 📝 Step 2 — Choose a Content Publishing Workflow Because your site has no CMS, you need an alternative method to create, optimise, and publish content that Search Atlas can score. The right approach depends on your technical setup and goals. Contact the support team to identify which workflow is available for your account and how to get it configured correctly. When reaching out, be prepared to share: - Your project name and the domain of the custom-coded site - The platform or framework the site is built on - A brief description of how content is currently added to the site (e.g., hardcoded HTML files, a temp If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔗 Connect Zoom to Your Search Atlas Workspace

🌐 Overview Search Atlas supports a native Zoom integration that connects your Zoom account to the platform's AI Agent, Chat, Notes, Calendars, and Phone features. Once connected, Zoom becomes a supported data connector across your workspace, allowing seamless collaboration and communication without switching tools. ✅ Before You Begin - You must have an active Zoom account (free or paid). - You need admin or owner-level access in your Search Atlas workspace to manage integrations. - Make sure your browser zoom level is set to 100%. Non-standard zoom levels (for example, 80% or 125%) can cause the integrations panel to become unresponsive or hidden. Reset browser zoom with Ctrl + 0 (Windows) or Cmd + 0 (Mac). 🔌 How to Connect Zoom 1. Log in to your Search Atlas account. 2. Navigate to your workspace Settings panel (typically accessible from your profile icon or sidebar menu). 3. Locate the Integrations section. 4. Find Zoom in the list of supported connectors. 5. Click Connect next to the Zoom option. 6. A Zoom authorisation window will open. Sign in with your Zoom credentials and click Allow to grant the required permissions. 7. Once authorised, Zoom will appear as Connected in your integrations list. 🤖 What the Zoom Integration Enables After connecting, Zoom works as a supported connector across the following Search Atlas features: - AI Agent — the AI can reference and act on Zoom meeting data and events. - Chat — Zoom conversations can surface within your workspace communication layer. - Notes — meeting notes and transcripts can be pulled into your workflow. - Calendars — Zoom events sync with your connected calendar view. - Phone — Zoom Phone data is accessible within the platform where supported. 🛠️ Troubleshooting Common Issues - Integrations panel not visible: Reset your browser zoom to 100% using Ctrl + 0 (Windows) or Cmd + 0 (Mac), then reload the page. - Zoom not appearing in the connectors list: Clear your browser cache, reload the page, and confirm you are on the latest version of your browser. - Authorisation fails: Ensure you are logged into the correct Zoom account and that your Zoom plan supports third-party app integrations. - Integration shows as disconnected after saving: Try disconnecting and reconnecting Zoom, then refresh your browser. 💡 Tips for Best Results - Use a Zoom Business or Pro plan to unlock the full range of connector features, including Phone and advanced Calendar sync. - If your organisation uses Zoom SSO, make sure your IT team has whitelisted Search Atlas as an approved third-party app. - Revisit the Integrations panel periodically to confirm Zoom remains connected, especially after Zoom password or security changes. 💬 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔗 Connecting LinkedIn Company Pages to Search Atlas

🔎 Overview When connecting LinkedIn through the Search Atlas integrations area, you may notice that only your personal LinkedIn profile appears — even if you are a Super Admin of a LinkedIn company page. This is a known limitation that our team is aware of and working to address. This article explains what is happening. Because this issue requires investigation on a case-by-case basis, we recommend contacting our support team directly so an agent can assist you with connecting your LinkedIn company page. ⚠️ How LinkedIn Differs from Other Platforms Unlike Facebook and Instagram, which allow you to select a business page or account after completing authentication, LinkedIn does not support choosing a Company Page post-authentication. This means posts will go to the personal profile used during the OAuth flow — not to any company page — even if your account holds admin permissions on that page. There is no in-app workaround available to redirect posts after the connection has been established. 🔍 What Is Happening The integrations area currently has a limitation that can prevent LinkedIn company pages from appearing or connecting correctly during the OAuth flow. The connection flow prioritises your personal LinkedIn profile, which means company pages may not surface automatically even when you have the correct admin permissions. Common reasons a LinkedIn company page may not connect include: - Your personal LinkedIn account does not hold the required admin permissions on the company page - You are logged in to a different LinkedIn account than the one associated with the company page - A known frontend limitation is affecting how pages are displayed during the connection flow 🛠️ Steps to Try 1. Confirm you are logged in to the correct LinkedIn account — make sure the LinkedIn account you use during the OAuth connection in Search Atlas is the same account that has admin access to the target company page. If you are unsure, log out of LinkedIn in your browser entirely, then log back in with the correct account before proceeding. 2. Verify your permissions on the LinkedIn company page — LinkedIn requires your personal account to hold admin-level access on the company page before it can be authorised through OAuth. Confirm that your account is listed as an admin on the company page. If it is not, have the page owner grant you admin access before attempting to reconnect. 3. Disconnect your existing LinkedIn connection in Search Atlas — navigate to the integrations area, find your current LinkedIn connection, and disconnect it completely. This clears any cached OAuth token that may be locking the connection to your personal profile. 4. Reconnect LinkedIn from the integrations area — with the correct LinkedIn account active in your browser, initiate the OAuth flow again from the Search Atlas integrations area and complete the authorisation process. 🙋 Still Not Working? Because connecting a LinkedIn company page can depend on account-specific permissions and platform behaviour, this issue is best resolved with direct assistance. Please open the chat widget in the bottom-right corner of the platform and type human teammate to reach our support team, and an agent will help you complete the connection.

🔑 Understanding OAuth Credential Health Status in Search Atlas

The OAuth Credential Health Status panel in Search Atlas shows whether each connected provider (Google, Facebook, LinkedIn, TikTok, Twitter) is active, invalid, or expired so you can fix broken connections before they interrupt your data. 📋 What OAuth Credential Health Status Shows The OAuth Credential Health Status panel lives in your Search Atlas dashboard and reports the live connection state for each OAuth provider you've linked to your workspace. Each connected provider shows one of three statuses: - Active — The credential is valid and Search Atlas can pull data from the provider. - Invalid — The credential exists but the provider rejected it (for example, permissions were revoked or the account was disconnected on the provider's side). - Expired — The credential's token is no longer accepted because its lifetime has elapsed and it needs to be refreshed. Supported OAuth providers in Search Atlas: - Google (Google Search Console, Google Analytics, Google Business Profile) - Facebook - LinkedIn - TikTok - Twitter A clear status label appears next to each provider so you know exactly which connections need attention. 🟢 What an Active Status Means An Active status confirms that Search Atlas is successfully authenticated with the provider and can continue pulling reports, metrics, and audience data. No action is needed when a provider shows Active. Your dashboards, rank tracking, and reports will update on their normal schedule. ⚠️ What an Invalid Status Means and How to Fix It An Invalid status means the provider rejected your stored credential. Common causes include: - You revoked Search Atlas access from the provider's security settings. - The connected account's password was changed or the account was deleted. - Required permissions or scopes were removed. - Two-factor authentication was added and the original consent is no longer valid. Reconnect an Invalid provider 1. Go to Settings → Integrations in your Search Atlas dashboard. 2. Locate the provider showing the Invalid status. 3. Click Reconnect. 4. Sign in to the provider and approve all requested permissions. 5. Return to Search Atlas — the status will update to Active once the new credential is accepted. Your data sync will resume on the next scheduled refresh. ⏰ What an Expired Status Means and How to Fix It An Expired status means the OAuth token issued by the provider has reached the end of its lifetime and can no longer be refreshed automatically. This is normal — providers expire tokens on a fixed schedule for security. Refresh an Expired provider 1. Open Settings → Integrations in your Search Atlas dashboard. 2. Find the provider marked Expired. 3. Click Reconnect to re-authenticate. 4. Sign in to the provider and grant the requested permissions. 5. Confirm the status changes to Active. Once reconnected, Search Atlas will resume collecting data from that provider. 🛠️ Troubleshooting Reconnection Issues If a provider still shows Invalid or Expired after you reconnect, try these steps: - Use the correct account — Sign in with the same provider account that owns the data you want to sync. - Approve all permissions — If the provider's consent screen lists optional scopes, accept all requested permissions so Search Atlas can read the data it needs. - Clear browser sessions — Sign out of the provider in your browser, then start the reconnection again to avoid using a stale session. - Check provider-side access — Confirm Search Atlas still appears in your provider's connected apps list and hasn't been removed by an admin. If the status remains incorrect after reconnecting, contact Search Atlas support with the provider name and the time you attempted to reconnect. 🎯 You now know how to read OAuth Credential Health Status in Search Atlas and how to bring any Invalid or Expired provider back to Active. Visit Settings → Integrations whenever a status changes to keep your data flowing without interruption.

📘 How to Allow Search Atlas's User Agent in Cloudflare

If you want to run a site audit and monitor your site health using Search Atlas, sometimes our site crawlers get blocked by CDNs. Content Delivery Networks (CDNs) are a group of servers that help deliver website content faster. If your website relies on a CDN to increase the performance of your website, then it's possible the CDN's firewall will block our crawler from accessing your site. Resolving this issue requires allowlisting the Search Atlas crawler's user agent so it can reach your site, since our crawler doesn't use static IP addresses. This post will explain how to do so on Cloudflare, as it is the most popular CDN provider for webmasters. If you are using another CDN, the process is similar, and can still be done by following the steps outlined below. Search Atlas crawler user agent: Search Atlas Bot (https://www.searchatlas.com/) — use this exact string when creating allowlist rules in Cloudflare, WordFence, or any other firewall or security plugin. 💡 Using OTTO? You can connect your Cloudflare account directly via API token in OTTO Settings → Integrations. This is the preferred method for handling Cloudflare-related access and may resolve crawler access issues without requiring manual firewall changes. ⚙️ Step-by-Step Instructions 🧱 How to Allow Search Atlas's User Agent in Cloudflare The recommended approach is to create a WAF Custom Rule (or Firewall Bypass Rule) that specifically allows the Search Atlas user agent, rather than disabling bot protection site-wide. Follow these steps: Step 1: Log in to your Cloudflare account and select your domain. Step 2: Go to Security → WAF → Custom rules. Step 3: Click Create rule and give it a name (e.g., "Allow Search Atlas"). Step 4: Set the field to User Agent, operator to contains, and value to Search Atlas Bot. Step 5: Set the action to Skip and select the security features to bypass (such as Bot Fight Mode, Super Bot Fight Mode, and Managed Rules). Step 6: Click Deploy to save the rule. After performing the above steps, Search Atlas will have access to your website for monitoring while your bot protection remains active for all other traffic. ⚠️ If you must disable Bot Fight Mode entirely (because a Custom Rule isn't available on your plan), be aware this removes bot protection from your entire site. We recommend re-enabling it as soon as the Search Atlas crawl completes. 👉 For more details, see Cloudflare's WAF Custom Rules documentation. 🔐 How to Allow Search Atlas's User Agent in WordFence (WordPress) Rather than disabling the entire firewall, allowlist the Search Atlas crawler so other protections stay in place. Step 1: On the WordPress menu, go to WordFence → Firewall → Allowlisted URLs (or Allowlisted Services). Step 2: Add a new allowlist entry for the user agent Search Atlas Bot (https://www.searchatlas.com/). Step 3: Click Save Changes. 🧩 How to Allow Search Atlas's User Agent in Stop Bad Bots (WordPress) Step 1: On the WordPress menu, go to Block Bad Bots → Settings. Step 2: Go to the Settings tab. Step 3: Disable the Block All Bots option, or add our user agent Search Atlas Bot (https://www.searchatlas.com/) to the allowed list. 🔐 How to Allow Search Atlas's User Agent in Blackhole for Bad Bots (WordPress) Step 1: On the WordPress menu, go to Blackhole → Settings. Step 2: In the Whitelist User Agents section, add the user agent Search Atlas Bot (https://www.searchatlas.com/). Step 3: Save changes. 🛡️ How to Allow Search Atlas's User Agent in Shield Security (WordPress) Step 1: On the WordPress menu, go to Shield Security → IP Rules. Step 2: Use the gear icon for additional options and select Create New User Agent Rule. Step 3: Add the Search Atlas Bot (https://www.searchatlas.com) user agent to the bypass/whitelist list. Step 4: Click Create New Rule. 🛠️ Troubleshooting: Cloudflare Not Detected in OTTO My Cloudflare token is connected in OTTO but Cloudflare still shows as not installed — what should I do? If you have connected your Cloudflare API token in OTTO settings and validated it, but OTTO still shows Cloudflare as not detected or inactive, this is a known issue our team has investigated. Please contact Support with your domain and token details so we can review the connection on our end and resolve it for you. ✅ Closing Note Allowing the Search Atlas User Agent ensures your site audits and monitoring run smoothly without interruption from security plugins or CDNs.

🌐 What’s Different About the Cloudflare Integration

The Cloudflare integration doesn’t change what OTTO does — it changes how reliably and securely it can do it. Normally, some CDNs (including Cloudflare) can block OTTO’s crawler or optimization scripts because of strict security, bot protection, or firewall rules. By integrating OTTO directly through Cloudflare, you guarantee that OTTO can operate without interruptions. ⚙️ How It Works When you integrate OTTO with Cloudflare: - ✅ OTTO’s crawler and optimization endpoints are automatically whitelisted. - 🔒 Firewall and bot rules no longer block OTTO’s optimization scripts. - ⚙️ Continuous crawling, monitoring, and optimization remain uninterrupted. - 📊 Data accuracy improves — OTTO sees your site exactly as Google does. 💡 Why It Matters The Cloudflare integration doesn’t introduce new SEO features — instead, it ensures that your existing OTTO functions work smoothly, safely, and consistently. You’ll experience: - Fewer data discrepancies caused by blocked requests. - Continuous tracking, even during heavy CDN caching. - Accurate optimization insights from complete crawl visibility. 🛠️ Common Scenarios Situation Without Integration With Cloudflare Integration CDN security settings block OTTO ❌ Crawler or scripts may fail ✅ OTTO whitelisted automatically OTTO data missing from dashboard ⚠️ Partial crawl detected ✅ Full crawl visibility Firewall rules limit analytics 🚫 Interrupted data sync ✅ Always-on tracking & optimization 🔍 FAQs ❓ Does Cloudflare integration add new SEO features? 💡 No — it ensures your existing OTTO features work reliably under Cloudflare’s security settings. ❓ Why would Cloudflare block OTTO? ⚡ Cloudflare’s default security rules can flag optimization scripts as automated requests. Integrating OTTO directly resolves this safely. ❓ Do I need technical access to enable it? ✅ No, OTTO automatically handles whitelisting when connected via Cloudflare integration inside your Search Atlas dashboard. Integrating OTTO with Cloudflare gives you uninterrupted, accurate, and fully secure performance, allowing OTTO to crawl and optimize your site exactly as Google would. If you need help with the setup, our support team is available via Live Chat inside your Search Atlas dashboard. 👉 Resource: Search Atlas OTTO Integration Guide