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Organization Onboarding

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

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)​

At https://www.facturapi.io/manifiesto sign the letter to comply with the current RMF.

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