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How to Create a Facebook Business Page, Instagram Business Account & Connect Them to Your Meta Business Portfolio

This article outlines the steps to set up your Facebook Business Page, create an Instagram Business Account, link the two, and connect them to your Meta Business Portfolio for full control and integration with Properti

1. Create a Facebook Business Page

To create your Facebook Business Page, follow these steps:

Step 1: Log in to Facebook

You’ll need to use your personal Facebook profile (this does not make your profile public).
Official guide:
🔗 https://www.facebook.com/business/help/104002523024878

Step 2: Create Your Page

  1. Go to Pages in the left-hand menu

  2. Select Create New Page

  3. Enter:

    • Page Name

    • Category (e.g., “Real Estate Agency”)

    • Bio

Step 3: Add Your Branding

  1. Upload a profile picture (logo or headshot)

  2. Upload a cover image

  3. Add contact details, location, opening hours, and website

Step 4: Add an Action Button

You can choose from:

  • Call Now

  • Message

  • Contact Us

  • Learn More

Step 5: Assign Page Admins

Settings → Page Roles
Official guide:
🔗 https://www.facebook.com/business/help/187316341316631


2. Create an Instagram Business Account

To use Instagram professionally (for scheduling, insights, and integrations), you need a Business Account.

Step 1: Download and Log In

Download the Instagram app and sign in or create an account.

Step 2: Convert to a Professional Account

  1. Go to Profile

  2. Tap Settings (≡)

  3. Select Account

  4. Tap Switch to Professional Account → choose Business

Official guide:
🔗 https://help.instagram.com/502981923235522

Step 3: Complete Your Business Profile

Add:

  • Business name

  • Category

  • Bio

  • Website link

  • Contact options


3. Connect Facebook & Instagram Together

Connecting the two allows cross-posting, messaging sync, ad management, and access inside Meta Business Suite.

Step 1: Go to Facebook Page Settings

  1. Open your Facebook Page

  2. Left menu → Settings

  3. Select Linked Accounts or Instagram

Step 2: Log Into Instagram

A pop-up will appear prompting you to enter your Instagram login.

Step 3: Confirm all permissions

Allow access for:

  • Messaging

  • Cross-posting

  • Ads & content management

Official guide:
🔗 https://www.facebook.com/business/help/898752960195806


4. Connect Your Accounts to Meta Business Portfolio (Business Manager)

This creates a secure “portfolio” where Pages, Instagram accounts, Pixels and Ad Accounts live.
This is required if you want to run ads, use Canva Studio, or connect to tools like Properti.

Step 1: Access Meta Business Suite / Portfolio

Open:
🔗 https://business.facebook.com

If you do not already have a business portfolio, you will be prompted to create one.

Official guide:
🔗 https://www.facebook.com/business/help/1710077379203657

Step 2: Add Your Facebook Page

  1. Business Settings

  2. Accounts → Pages

  3. Click Add → “Add a Page”

  4. Select your Page or paste the URL

Step 3: Add Your Instagram Account

  1. Business Settings

  2. Accounts → Instagram Accounts

  3. Click Add

  4. Log in with your Instagram business account

Official guide:
🔗 https://www.facebook.com/business/help/898752960195806?id=1762744017034984

Step 4: Assign People

Give access levels:

  • Admin

  • Editor

  • Advertiser


5 Optional: Verify Everything Is Connected

Inside Meta Business Suite, you should now see:

  • Facebook Page

  • Instagram Business Account 

To check:
Meta Business Suite Home → All Tools → Business Settings → Accounts


6. Troubleshooting

Instagram not connecting?

  • Make sure it is a Business account, not a Creator account

  • Confirm you are the primary Facebook Page admin

  • Log out of all Meta accounts and reconnect

Can't add Page to Business Manager?

You must be the Page Owner (not just an admin).
Check Page Settings → Page Roles