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Sharing your Epicor Data

Using Validis Connect to share your Epicor accounts

Before you start

Before attempting to share your accounts using Validis Connect, please ensure the following:

  • You have read Validis Connect Requirements.
  • The Validis Connect prerequisites for user permissions are in place on your machine.
  • You are online and connected to the internet.
  • You have a working Accounting Package and you can access the data you wish to share within it.
  • You know the User ID and Password that can access your Epicor data.

You may need to ask your IT department for some of the above information.

Downloading Validis Connect

This will start the download of the Validis Connect application. Your browser will show the download progress. Depending on your desktop setup you may encounter some security warnings you need to acknowledge during the installation.

If you want, follow the below for browser-specific guides:

Select Install to continue. The URL shown may differ from yours based on your region.

Application Install dialog for Validis Connect, showing the publisher and source URL with Install and Do not install buttons

The install prompt. The URL varies by region.

The application will now connect to your Accounting Package. The app is quite small and will be automatically removed from your desktop after completing the share process.

Validis Connect for Epicor

Once installed, the application will automatically launch and attempt to locate your Epicor installation.

If you have more than one version of Epicor installed on your machine you will be asked to choose which version you wish to share from. Select the appropriate Version of Epicor where your company data is stored, then select Next.

Validis Connect showing a list of detected Epicor versions to choose from, with a Next button

Choose the Epicor version that holds your company data.

Enter the correct Username and Password for the company you have selected, then select Next.

If any of these details are incorrect an error will be displayed and you will be invited to re-enter the correct details.

Validis Connect login screen with Username and Password fields and a Next button

Sign in with credentials that can read the Epicor data.

Select the Company you wish to share data for from the drop-down list, then select Next.

Validis Connect company selection screen with a drop-down list of available companies and a Next button

Choose the company to share.

While the data is extracted

If the access details supplied are correct the Validis Connect data extraction process will begin, and progress will be displayed on the screen. Depending on the size of your database and the number of entries it contains this process may take a few minutes. Once all data has been extracted the data is then compressed, encrypted, and transmitted securely to the Validis central server.

You can continue with other tasks whilst the extraction takes place.

Do not close the Validis Connect window or interrupt the extraction process.

Validis Connect extraction screen showing a progress bar while data is read from Epicor

Extraction in progress. Leave the window open until it finishes.

When the share completes

When the share completes the success message is presented.

Select Close to exit Validis Connect. At this point, there is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new share.

Validis Connect success message confirming the data has been shared, with a Close button

The confirmation shown once the share has been sent.

Your shared data is now being queued for processing in the Validis central system. You can switch off your desktop and disconnect from the network at this point if you wish.

You can view the progress of your share in the Validis portal. To see the current status you may need to refresh your browser. The status will change from Processing to Completed.

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