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Organization Onboarding

This guide summarizes the dashboard setup checklist to get your organization ready to issue CFDI.

You can also automate the operating configuration through the API. After creating the organization, you can use your User Secret Key or that organization's Live Secret Key to update its legal data, CSD, logo, self-invoice settings, receipts, and series. The e.firma (FIEL) is only required for bulk CFDI downloads; to create CFDI you only need to upload the CSD. Organization creation, user management, and API key management still require a User Secret Key. The subscription is activated from the dashboard or the corresponding billing flow.

Onboarding checklist​

1. Create the organization​

When you create your account and start onboarding in the dashboard, the first screen asks for your organization name. Enter it and continue to create the issuing organization.

If you work with multiple organizations (multi-RFC), also check Organizations (Multi-RFC). If you prefer creating organizations via API, use Create Organization.

2. Upload CSD certificates​

In the dashboard, go to Settings > Certificates and upload:

  • .cer file
  • .key file
  • Private key password

Without CSD, you cannot stamp CFDI in live mode.

3. Complete fiscal data​

In Settings > Fiscal Data, enter the organization legal/tax information (RFC, legal name, tax regime, ZIP code, etc.).

4. Activate subscription​

In Account > Subscription, activate a plan for the organization.

This step is part of the base setup required to operate in production.

5. Sign Carta Manifiesto (SAT Requirement)​

In Settings > Sign Carta Manifiesto, sign the letter to comply with the current RMF.

If you’re an integrator with multiple issuing organizations, you can:

This step uses the e.firma (FIEL) of the issuing RFC. To complete the signature, you must provide:

  • .cer file of the e.firma
  • .key file of the e.firma
  • Private key password

After signing, you can download Carta Manifiesto files in PDF, XML, or ZIP formats.

Invoice customization​

In Settings > Customization you can upload logo, colors, and PDF render preferences.

It is not required for base fiscal setup, but it is recommended to standardize your issued documents.

Quick validation​

Before issuing in live mode, validate your organization has:

  • Organization created
  • CSD uploaded
  • Fiscal data completed
  • Active subscription
  • Carta Manifiesto signed