Fergus Setup Guide | Connect Fergus with Zingly
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Fergus Setup Guide

Why Set up Zingly with Fergus

Zingly automatically turns completed Fergus jobs into Facebook and Instagram posts, then publishes them in seconds - helping tradies stay visible without extra admin.

Before you connect Fergus

Before connecting Fergus, make sure.

  • You are an admin/owner of the correct Meta Business Portfolio
  • Your Facebook Page is connected to your Instagram Business account
  • You log into Zingly using the same Facebook profile that manages the business assets

During Login, Meta will ask you to:

  • Select your Business Portfolio
  • Select the Facebook Page you want Zingly to post to
  • Select the connected Instagram Business account

Important:

If the wrong Business Portfolio, Facebook Page, or Instagram account is selected during login, Zingly will not be able to publish correctly.

You can update or reconnect your accounts anytime by logging out and re-login to Zingly.

Step 1 - Open Fergus setup in Zingly

In Zingly, go to:

Menu -> My Account -> Connect with Fergus

Fergus integration is available on the Zing Up plan.

If you are not already on a paid plan, upgrade to Zing Up first.

After upgrading, open the Fergus setup screen again and choose your automated post settings, including:

  • shorter caption on/off
  • emojis on/off
  • review before posting
  • post expiry window for items waiting in review

Then click Connect Fergus.

Step 2 - Generate your Fergus PAT token

To connect Fergus, you need to generate a Fergus PAT token.

Log in to Fergus using an owner or admin account. This is recommended if you want Zingly to access jobs created by your team.

In Fergus:

  • Click your profile icon in the top-right corner
  • Go to ⚙️ Settings
  • Click Integration Centre from the left-hand menu
  • Find Fergus API under Technology Partnership
  • If you cannot find it, search for Fergus API
  • Click Generate PAT

Copy the generated PAT token.

Step 3 - Connect Fergus in Zingly

Return to the Fergus setup screen in Zingly.

Paste the Fergus PAT token into the token field and click Connect Fergus.

That's it - your Fergus connection is now ready. Once connected, Zingly can start preparing posts from Fergus jobs marked for Zingly.

Step 4 - Tag Fergus jobs for Zingly

To send a Fergus job to Zingly, add:

#zingly

to anywhere in the job description of main job (not job phases) when you are ready.

This tells Zingly to prepare that job as a social post.

For best results, include a short description of the work completed.

Attach photos to the main job (not job phases). Photos saved in job phases cannot be accessed by Zingly for posting. Zingly automatically retrieves photos from the main Fergus job and uses AI to select the most relevant images for the completed work.

You do not need to add the suburb or location in the job description. Zingly automatically uses the Fergus site address for location context.

Example

#zingly Installed new downlights and upgraded switches.

Another example:

Completed switchboard upgrade and safety check. #zingly

Once the job is saved in Fergus with the #zingly tag in the job description field, Zingly automatically creates the post with in 5 mins, which you can review from Pending Review in your Zingly dashboard.

  • You will also receive an email notification once the post is ready for review.
  • You can upload job photos in Zingly and approve the post for publishing.

Important: After attaching photos and completing the job details, place #zingly at the end before saving. #zingly is the trigger Zingly uses to fetch the job. Attach photos and add this tag in the main job only (not in job phases), because Zingly does not have access to job phases.

Privacy protection

Zingly automatically removes private details from job information before creating social content.

This includes customer names, phone numbers, email addresses, exact addresses, access codes, invoice details and private customer notes.

Zingly uses the Fergus site address for location context, but it is designed to avoid publishing exact private address details in the social post.

For better posts, keep job descriptions focused on:

  • the work completed
  • the job outcome
  • customer-safe details

Quick Start Guide

4-Step Setup Fergus Guide

Still Need Help?

If you are still having issues, contact Zingly support at .

4-Step Setup Fergus Guide enlarged