Quick Start
Follow these steps to get your YSUITE workspace running in minutes.
Step 1 — Verify your mobile and email
- Go to ysuiteapp.com and start sign-up.
- Enter your mobile number — you'll receive an OTP to verify it.
- Add your email address and verify it with a second OTP.
Step 2 — Create your organisation
Fill in your organisation's details:
- Organisation name — used on invoices, quotes, and emails
- Organisation email and address — printed on documents
- Phone number and country
- Timezone and default currency
You'll verify the organisation email with one more OTP, then your workspace is created. All of this can be updated later — see Account Setup.
Step 3 — Start your free trial
Choose the modules you want from the recommended list, or browse the full list for anything else. Click Start Free Trial for a 7-day trial across your selected modules — or continue without selecting any if you'd rather explore first.
Step 4 — Invite your team
Go to Settings → Identity & Access → Users and add your teammates, assigning each a role. See Users, Roles & Permissions.
Step 5 — Import your data (optional)
Most list modules support bulk import from a spreadsheet — for example, Items and Contacts both offer a bulk upload option from their list screen, with a sample template to fill in.
What's next?
- Set up the CRM — add contacts and build your pipeline
- Create your first invoice — in MoneyPro
- Explore Automation — save time with trigger-based workflows