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

Article Number: 000003598



What is account merging?

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.

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. 

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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.


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How do I merge our accounts?

You must have an admin role to merge accounts. To start the merge process, please do the following. 

1 -  Go to Settings > User Manager.

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

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

4 - Click Start Account Merging.

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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.

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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.


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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

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Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

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Some European suppliers require to have the compliance saved prior to invoice submission.

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

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There are 3 common reason why you cannot log into the platform.

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You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

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

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