Launching Validis Connect
Before attempting to upload your accounts using Validis Connect, please ensure the following:
- You have read THIS article
- The Validis Connect Pre-requisites 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 are able to access the data you wish to upload within the Accounting Package.
- 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.
To begin the upload process using Validis Connect you need to be logged in to the Validis portal.
Within the Validis portal, choose the Engagement for which you wish to upload data.
Once the appropriate engagement is selected, select Upload.
If enabled, you will those Collateral or Full as the Upload Scope.
Choose the Accounting Package from the drop-down menu. You can type in the search bar to locate the Accounting Package quicker.
When the correct Accounting Package is selected click the Continue button.
Click Download on the Download Validis Connect window.
This will start the download of the Validis Connect setup application. Your browser will show the download progress. Depending on your desktop setup you may encounter some security warnings that you need to acknowledge during the installation.
Once the Validis Connect application installs it will begin connecting to your Accounting Package. The Validis Connect package is quite small and will be automatically removed from your desktop once the upload process has been completed.
Validis Connect for Epicor
Once installed, the Validis Connect application will automatically launch and will attempt to locate and identify 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 upload from.
Select the version of Epicor that holds the data you wish to upload from the drop-down list and click Next.
Enter the correct Username and Password for the company you have selected then click Next.
If any of these details are incorrect an error will be displayed and you will be invited to re-enter the correct details.
Select the Company you wish to upload data for from the drop-down list.
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.
When the upload completes the success message is presented.
Click 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 upload.
Your uploaded 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 upload in the Validis Portal (to see the current status you may need to refresh your browser). The status will change from Processing to Completed.