Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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It sometimes happens that a supplier loses access to the only account that they have enrolled on the Taulia supplier portal. Now you can add a new user to the supplier record either one by one or at bulk using a CSV file. Please find below instructions on how to add a new admin user:
Adding individual users:
1 - Log into the Taulia Buyer UI with your buyer admin account, at https://login.na1prd.taulia.com/login (NA platform) or https://login.eu1prd.taulia.com/login (EU platform).
2 - Click on Suppliers > Supplier Center
3 - Please select the Supplier Name and the UI will guide you towards an overview of the supplier data on Taulia.
4 - Please select the exact supplier.
5 - Click on Add a Contact and enter email, first name, and last name. You can just Save the contact or save and send an invite to the new user by clicking on the respective buttons.
Adding multiple users for different vendors at once using a CSV file:
1 - Log into the Taulia Buyer UI with your buyer admin account.
2 - Click on Suppliers > Supplier Center.
3 - Please select Upload Contacts
4 - Download the template, enter the needed contacts and upload the file.
The fields in the file:
| Column | Use |
| SupplierNumber_Required | Enter the existing vendor number already enrolled Make sure to add leading zeroes to make the vendor number 10 long. You can do this in Excel by starting the field value with a ', e.g. '0000123456 |
| EmailAddress | Email address for the new supplier admin |
| FirstName | First name for the new supplier admin |
| LastName | Last name for the new supplier admin |
| PhoneNumber | optional |
| MobileNumber | optional |
| FaxNumber | optional |
| Department | optional |
| Role | Set to Admin |
| Notes | optional |
| ErpClientId | Leave blank |
| Note: The first row (header) is used to read the csv and needs to remain in the csv. | Just a note |
5 - The results will show if the uploaded records were processed correctly or not.
If any records are Ignored you can check why by downloading the detailed results.
6 - Search the supplier in the Supplier Center and click on the supplier name to open up the supplier details.
7 - At the bottom of the screen, find the added supplier user and click on the Invite button on the right.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.
Manage your bank information through the portal!
What to do if an invoice is rejected via eFile.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.
You can update the email address that you use to access Taulia.
