Set up FASSTA Connect to process your invoices, purchase orders, and sales orders.

Follow these steps to get started:

1. Sign Up and Verify

  1. Go to the signup page.
  2. Create your FASSTA account.
  3. Check your inbox and verify your email address.

2. Select or Create a Business

Once you log in, you land on the My Businesses page.

  1. If a partner or administrator invited you, check the Pending Invitations tab and accept the invite.
  2. To start fresh, click Register a business. Fill in your Company Details and select your billing option.

3. Connect Your POS / Accounting System

You must connect an external module before you can receive files.

  1. On your Client Dashboard, go to the Next Steps checklist.
  2. Click Select modules.
  3. Pick your integration (e.g., Xero, MYOB) and follow the prompts to set it up. See the guide to set-up your specific module on this link.

4. Set Up Your Email Inbox

Create a dedicated address to receive incoming files.

  1. Go to Settings > Email Inboxes.
  2. Enter an identifier for your business.
  3. The system generates your forwarding address (e.g., yourcompany@invoices.fassta.dev).

5. Upload or Email Files

  1. Forward an invoice PDF to your new address, or use the Upload Documents button in the header.
  2. Go to Received Files to watch the queue. The status updates from Processing to Extracted.

6. Review and Approve

  1. Go to My Documents.
  2. Click the document icon next to any file marked Needs Approval.
  3. Verify the extracted data against the PDF.
  4. Click Approve Document to export it to your connected system.

If you need further assistance, please let us know by lodging a ticket in FASSTA Help.