Accounts access requests

Role requirement: Workspace admin & Organization owner

Plan requirement: Active, Pro, Agency & Enterprise

When you set up an integration in Coupler.io, you sometimes need someone else to connect their data source — a client, a teammate, or a contractor. But asking them to create a Coupler.io account just to authorize one connection adds friction and confusion.

Accounts access requests solves this. You generate a shareable link for a specific source, send it to the person who owns the account, and they connect it directly — without signing up to Coupler.io.

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How it works

1

Go to Sources → Accounts access requests

2

Click + Generate new link and select the source you need connected (e.g. Shopify, LinkedIn Ads, Google Ads)

3

Copy the link and send it to the person who owns the account

4

They open the link, review what access they're granting, and click Start to authorize

5

Once connected, the account appears in your workspace and is ready to use in integrations

Each link is single-use and expires after 7 days.

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Who is this useful for?

Agencies and consultants working with clients Your client owns the Facebook Ads or Google Analytics account. Instead of asking them to log into Coupler.io, you send them a link. They authorize in seconds, and you get access to pull their data.

Teams where data is owned by someone outside your workspace A finance team member needs to connect a QuickBooks or Xero account owned by the accounting department. Rather than sharing credentials or adding them as a user, you send them a link to connect it directly.

Anyone setting up integrations on behalf of others You're building a reporting pipeline and need a client or partner to connect their source. No account setup required on their end.

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Managing links

All generated links are listed in Sources → Accounts access requests with their status, expiry date, and who created them.

Status	Meaning
Active	Link is valid and ready to use
Used	Someone has already connected via this link
Expired	Link has passed its expiry date

You can delete a link at any time. Deleting a link does not disconnect an account that has already been connected through it - it only prevents the link from being used again.