How to securely share your Sage 50 UK & Ireland data with Validis
To share your data, log in to the Validis portal and start a new share from your engagement. You'll then be prompted to download and install vClient, the application that connects to Sage 50 UK & Ireland and shares your data securely. The steps below walk through the whole process, starting from your engagement.
Before you start
Check these things before you begin. Sorting them out now avoids getting interrupted partway through the upload.
- Make sure you're online. Your data is sent while the process runs, so a stable internet connection is needed throughout.
- Have your accounting package open and accessible, with the data you want to share ready. vClient connects directly to it to read your accounts.
- Have administrator access to your accounting package, and know the sign in details. You'll enter these directly into vClient later in this process, not into the Validis portal.
- If you have more than one installation or company, know which one holds the data you're sharing. You'll pick it during setup.
You will also be asked to choose a Chart of Accounts during the process, so make sure you know which one applies to the data you are sharing.
Step 1
Get started with your engagement
Log in to the Validis portal, select the relevant Engagement, then select Share Data Now.
Step 2
Choose your accounting package
Search for or select your accounting package from the list. If not already selected, choose Sage 50 UK & Ireland, then select Next.
Step 3
Download the application
Select Download to download vClient, the trusted application Validis uses to securely connect to your accounting package.
Step 4
Open the downloaded file
Your browser downloads vClient.application. Open it from your downloads folder, or from your browser's download history, to start the installation. Shown here in Chrome. If you're using a different browser, follow one of these guides instead: Google Chrome, Firefox, or Microsoft Edge.
Step 5
Confirm the download
Depending on your browser and computer setup, you may see a security warning. Select Keep to continue.
Step 6
Install vClient
Once the file has finished downloading, open it to begin the installation. Select Install to continue. The URL shown may differ from yours depending on your region.
Connecting with Sage 50 UK & Ireland
vClient opens automatically once installed, and locates your Sage 50 UK & Ireland installation.
Step 7
Select your version
Select the correct version from the drop-down menu.
Step 8
Select your company
Select the correct company from the drop-down menu.
Step 9
Log in
Enter your Sage 50 UK & Ireland User ID and Password, then select Next.
Step 10
Select your Chart of Accounts
Select the correct Chart of Accounts from the drop-down menu.
Step 11
Data extraction
vClient begins extracting your data, with a progress display. Do not close the vClient window or interrupt the extraction process.
Step 12
Complete
Once extraction finishes, a success message is displayed. Select Close to exit vClient.
After you've shared your data
Your data now queues for processing in the Validis central system. You can track its progress in the Validis portal, where the status moves from Loading to Processing to Completed.
Troubleshooting
If vClient won't install, or can't see your company data, these will help you work out why:
- List of Accounting Package's Validis Connect Permissions, if vClient can't see your company data.
- Validis Connect Requirements, to check your computer and accounting package are set up correctly.
- Validis Connect Technical Specifications, to send to your IT team if your computer is centrally managed.
A firewall or antivirus blocking vClient is a common cause, and usually needs your IT team to resolve.