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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. 

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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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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.

  • 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.

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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.

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.

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


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 start/stop receiving email notifications?: 000003472

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

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 use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

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 enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

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