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

This guide walks you through everything required to correctly set up your Facebook Business Page, create and convert an Instagram Business Account, link the two platforms together, and connect both to your Meta Business Portfolio (Business Manager). 

This setup ensures full control of your business assets and seamless integration with Properti, especially for posting, automations, ads, and brand management.

1. Create a Facebook Business Page

Follow these steps to create a properly configured Facebook Business Page.

Step 1: Log In to Facebook

Use your personal Facebook profile. This does not make your profile visible publicly.


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 the following:

    • Page Name (e.g. LJ Hooker Gladstone | Property Management)

    • Category (e.g. Real Estate Agency, Real Estate Service)

    • Bio (Short intro about your agency or services)

 

Pro Tip:
Use consistent naming across all business assets to avoid connection issues later.

Step 3: Add Your Branding

Upload branded visuals:

  • Profile Picture – usually your agency logo or franchise-approved version

  • Cover Image – branded banner, office photo, or campaign graphic

Add key business information:

  • Address

  • Phone number

  • Website

  • Opening hours

  • Email

 

Pro Tip:
Double-check spelling and contact details, as this affects all connected platforms, including Properti.

Step 4: Add an Action Button

Choose an action that suits your business:

  • Call Now

  • Message

  • Contact Us

  • Learn More

This ensures customers can reach you directly from your Page.

Step 5: Assign Page Admins

Go to Settings → Page Roles.
Add key staff with appropriate permissions.


Official guide:
🔗 https://www.facebook.com/business/help/187316341316631

 

Important:
Only assign Admin access to trusted team members. Admin access provides full control, including removing other admins.

2. Create an Instagram Business Account

Instagram must be a Business Account (not Creator) for scheduling, insights, ads, or Properti integrations.

Step 1: Download and Log In

Install the Instagram app and sign in or create a new account using your business email where possible.

Step 2: Convert to a Professional Business Account

  1. Go to Profile

  2. Tap Menu (≡)

  3. Tap Settings

  4. Select Account

  5. 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 (phone, email)

  • Location (if applicable)

 

Pro Tip:
Your Instagram Business Account should match your Facebook Page branding for trust and brand consistency.

3. Connect Your Facebook Page and Instagram Account

Connecting these ensures:
✅ Cross-posting
✅ Unified messaging
✅ Ads and boosting
✅ Access in Meta Business Suite
✅ Required for Properti automations and posting

Step 1: Open Facebook Page Settings

  1. Open your Facebook Page

  2. Go to Settings

  3. Select Linked Accounts or Instagram

Step 2: Log In to Instagram

A pop-up will appear → enter your Instagram credentials.

Step 3: Approve All Permissions

Allow access for:

  • Messaging sync

  • Cross-posting

  • Content & ad management

  • Account linking

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

Additional Tip: Confirm the Link

On Instagram → Settings → Accounts Centre → Sharing & Logging In
Ensure:

  • Facebook Page is listed

  • Cross-posting is enabled

If it isn’t showing, the accounts are not fully connected.

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

Your Meta Business Portfolio securely stores all assets including:

  • Facebook Pages

  • Instagram Accounts

  • Pixels

  • Ad Accounts

  • Permissions for staff and agencies

This is required for:
✅ Running ads
✅ Properti integration
✅ Brand controls
✅ Multi-user management
✅ Access to advanced business tools

Step 1: Access Meta Business Suite / Portfolio

Go to:
🔗 https://business.facebook.com

If prompted, create a Business Portfolio.


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

Step 2: Add Your Facebook Page

  1. Go to Business Settings

  2. Select Accounts → Pages

  3. Click Add → Add a Page

  4. Choose your Page or paste the Page URL

 

Important:
Only the Page Owner can add the Page.
If someone else owns the Page, they must add it for you.

Step 3: Add Your Instagram Account

  1. Go to Business Settings

  2. Select Accounts → Instagram Accounts

  3. Click Add

  4. Log in with your Instagram Business credentials

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

Step 4: Assign People

Assign access levels depending on their role:

  • Admin – full access

  • Editor – content/communication access

  • Advertiser – ad access only

 

Pro Tip:
Never assign Admin access to temporary staff or contractors.

Step 5: Assign Assets

After adding a person, ensure you also assign:

  • Facebook Page access

  • Instagram Account access

  • Ad Account access (if ads will be run)

Simply adding them to the Business Portfolio is not enough; assets must be assigned.

5. Optional: Verify Everything Is Connected Correctly

In Meta Business Suite, check the following:

Go to:
All Tools → Business Settings → Accounts

You should see:

  • Your Facebook Page (under Pages)

  • Your Instagram Business Account (under Instagram Accounts)

  • A confirmed connection under Accounts Centre

Everything should show as “Connected”.

6. Troubleshooting & Common Issues

Instagram Not Connecting?

  • Ensure it is a Business account, not a Creator account

  • Ensure you are the primary admin of the Facebook Page

  • Confirm the Facebook Page is not owned by someone else's Business Manager

  • Log out of all Facebook/Meta accounts and reconnect

Can’t Add Facebook Page to Business Manager?

  • You must be the Page Owner, not just an admin

  • Check Page Settings → Page Roles → Page Owner

  • If the Page is owned by a former staff member, that person must transfer ownership

  • If a franchise/group owns the Page, request access instead of adding

Instagram Still Not Appearing in Ads Manager?

  • Confirm it is linked to the Facebook Page

  • Check Business Settings → Instagram Accounts

  • Ensure permissions were granted

  • Reconnect through Accounts Centre

Cross-posting Not Working?

  • Check Accounts Centre → Sharing & Logging In

  • Ensure the Facebook Page selected is the correct one

  • Ensure the Instagram account is not connected to another Business Manager

Properti Cannot Detect the Social Accounts?

Check:

  • Instagram is a Business Account, not Creator

  • Facebook Page and Instagram account are connected in both places:

    • Facebook Page settings

    • Accounts Centre

  • Both assets are inside your Meta Business Portfolio

  • You have Admin or Editor permissions