Uploading your Sage 50 Canada (Simply) data

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 location of your Sage 50 Canada (Simply) SAJ directory that holds the data you wish to upload.
• You know the User ID and Password that can access your Sage 50 Canada (Simply) data.
  • This User ID must have as a minimum third-party product read-only access privileges within Sage 50 Canada (Simply). 

    You can check if you have the correct third-party read access privilege by following this guide.

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.

From within the Validis portal choose the Engagement for which you wish to upload data.

Once the appropriate engagement is selected, select Upload.

If enabled, please select either 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.

Click here if you are using Google Chrome

Click here if you are using Firefox

Click here if you are using Microsoft Edge/Explorer

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 Sage 50 Canada (Simply)

Once installed, the Validis Connect application will automatically launch and ask you to locate the Sage 50 Canada (Simply) data set that you wish to upload.

You must first specify the SAJ Directory. This is the location where the company data is held on your workstation. Click the Browse button.

A Windows file browser window will appear. Navigate to the required SAJ folder, highlight it, and click Select Folder to choose this SAJ directory.

There may be many different SAJ folders on your workstation, ensure you select the correct one.

Next, enter the User Name and Password for the chosen SAJ folder. This username and password will be the same as the username and password you use to log in to Sage 50 Canada (Simply) unless your IT department has told you to use a different set of details.

The default User Name for Sage 50 Canada (Simply) set by Sage is "sysadmin" with no quotes and the password is normally set to blank (e.g. no password).

Once you have entered your User Name and Password click Next to proceed.

Validis Connect will now attempt to connect to the data set held within the SAJ directory you chose earlier using the User Name and Password you supplied. If any of these details are incorrect an error will be displayed and you will be invited to re-enter the correct details.

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 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.