Sharing your Sage 300 AccPac data

How to securely share your Sage 300 AccPac 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 300 AccPac 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 an account that can read the company data, 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.

Two things are specific to Sage 300 AccPac. Your Sage 300 package must have a valid license file, and you need the SQL user ID and password that can reach the Sage 300 database you want to share. Your IT team can give you these if you are not sure.

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 300 AccPac, then select Next. The panel on the right confirms your choice and shows what happens 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. If you need help finding it, follow the guide for your browser: 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. vClient is a small application and is removed from your computer automatically once the sharing process is complete.

Connecting with Sage 300 AccPac

vClient opens automatically once installed, and locates your Sage 300 installation.

Step 7

Check the server and database details

vClient fills in the data server name and the databases for you.

If the screen is empty, fill it in yourself using the values below.

The Next button appears once the details are in place. Select it to continue.

Step 8

Select your organisation

Choose the Organisation holding the data you want to share from the dropdown, then select Next.

Step 9

Log in to the database

Enter the admin SQL User Login and Password for the database you chose, then select Next. If any of the details are wrong, an error appears, and you can enter them again.

If you leave both fields blank, vClient tries to connect using your Windows credentials instead. That only works if you are signed in to Windows as an administrator.

Step 10

Data extraction

Once the details are accepted, vClient begins extracting your data, with a progress display. This can take a few minutes depending on the size of your database and how many entries it holds. Once everything has been read, the data is compressed, encrypted, and sent securely to Validis. Do not close the vClient window or interrupt the extraction process.

Step 11

Complete

Once the share finishes, a success message is displayed. Select Close to exit vClient. There is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you've submitted a new share.

After you've shared your data

Your data now queues for processing in the Validis central system. You can switch off your computer and disconnect from the network at this point if you want to.

You can track progress in the Validis portal, where the status moves from Processing to Completed. You may need to refresh your browser to see updates.

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.