Taulia experience center
CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
Taulia Announces Partnership with Google to solve invoicing with AI
READ THE ARTICLETaulia Turns 10
READ THIS POSTJoin us at Public Fincane Live!
VIEW DETAILSTaulia’s 2019 Supplier Survey
READ THE REPORTImproving supply chain collaboration with Taulia
READ THE REPORTFull speed ahead: avoiding delays to supplier payments with Taulia
READ THE REPORTFour pillars of a successful early payment program
READ THE REPORTWe are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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 /
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.
Use Taulia portal to check if an invoice is blocked or netter for early payment.
Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
Instructions on how to find out why an invoice is not sent as eligible for early payment.
Easily view and download AR Financing payment data from the Receivables Payments page.
Easily upload new invoices to Taulia for AR financing.
Vanessa, Technical Services Manager