If you already have a Transcepta account and need to connect with an additional customer (also known as a trading partner), please do not register a new account. Instead, follow the steps below to submit a request through our support portal.
Step 1: Check for Existing Connections
Before submitting a request, check to see if the customer you're trying to add is a subsidiary or DBA of a company you're already connected to. In many cases, you're already enabled to submit documents to all locations tied to a parent company.
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If you’re connected to the parent company, you may only need to add a new customer location. Follow this guide: How to Add a New Customer Location.
Step 2: Submit a Request to Add a Customer
If you’ve confirmed that the customer is not already available through an existing connection, submit your request at support.transcepta.com.
When filling out the form:
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Select:
“I have an existing account and I need to add a customer” from the “Tell us what you need assistance with” dropdown. -
Include:
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Your company name and contact information.
- The email of a user that exists on the account.
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The name of the customer you would like added.
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Any additional details that may help us identify the correct customer (e.g., purchase order number, account number, location, or buyer contact).
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⚠️ Submitting a new registration when you already have an account can delay processing. Always use the support form to add customers to an existing account.