Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

Home /

Support Topic

Q. How do I merge/combine my Taulia accounts into one?: 000003598

Article Number: 000003598



Account merging allows you to access multiple accounts in Taulia using a single email account. It's possible that your company may have multiple supplier entities for a single customer OR multiple supplier entities for different customers on Taulia.

Note -  If you need to gain access to another account without using the merge feature, a different email address will need to be used in order to access the other account. Contact the account admin of the account you need access to and provide a different email address that is not being used for any existing Taulia account.

Let's look at the following non-merged account situation:

  • Supplier Entity 1 is used to access Taulia Customer 1 

  • Supplier Entity 2 is used to access Taulia Customer 1

  • Supplier Entity 3 is used to access Taulia Customer 2

Some supplier companies might have different entities (e.g. Ltd, Inc, LLC etc.) that do business with the same customer on Taulia. Each supplier entity will have a different group of users for each Taulia customer. Users are only able to access the customer accounts they are enrolled under. 

User-added image

But what if there are multiple Supplier Entities and there is a desire to consolidate access to all of the accounts? This is when account merging becomes useful.

On a merged account, users from all accounts will only need to use their current login information/user account to access the accounts that are merged. Once the accounts are merged, all current users will have access to all combined clients. They just have to choose which account they would like to access. Which ever role the user had before combining the account will remain the same. For example, if the user was an admin from their originating account, they will remain an admin in the merged account.


User-added image


To start the merge process, please do the following. 

1 -  Go to Settings > User Manager.

User-added image

 
2 - Find the box on the right that says Account Merging.

  • You must be an account administrator in order to merge accounts.


3 - Enter the email address of an admin user from the other account you want to merge with.

4 - Click Start Account Merging.

User-added image

5 - Enter the login credentials of the other account admin and click Authenticate.

6 - Click Perform Account Merging.

7 - Click on both bullet points.

8 - Click Perform Account Merging.

User-added image


9 - Once the accounts are merged, you will be able to view merged accounts using the same email address. Click here to see how to access your other accounts once they are merged.

If you need additional assistance regarding merging your accounts, please contact Taulia Support.



Additional FAQs

Are we required to merge our accounts?

No. If you have have multiple Taulia accounts for different customers, you can continue to access those accounts using a different email address for each account. If you would like to use a single email account to access all of your accounts, then it's best to merge your accounts.

Will merging my accounts combine the data with my other Taulia accounts?

No. Your data for each account will remain completely separate. The benefits of having a merge account is making it easy to access multiple Taulia accounts using a single email account.

Can I manage my email notification separately along with our account users?

In a merged account, email notifications are managed globally. Let's say you have Buyer A, B, and C in a merged account. If the New Payment notification is disabled from Buyer A, then New Payment notification is automatically disabled in Buyer B and C. This rule applies to individual user profiles only.


Was this article helpful?

   

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It