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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.

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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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

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 remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I manage my invoice compliance details?: 000003624

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

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