How to securely share your Sage 200 UK 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 200 UK and shares your data securely. The steps below walk through the whole process, starting from your engagement.
Please note
Run the share from a machine that has SQL Server Management Studio, System Administration and Sage 200 all installed. It will not work from any other computer.
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. The exact permissions it needs are set out below.
- If you have more than one installation or company, know which one holds the data you're sharing. You'll pick it during setup.
Sage 200 UK has a couple of extra requirements. Your Sage 200 package needs a valid license file, and you need to know the Company you want to share from. If you have more than one version of Sage 200 UK installed, you also need to know which version holds that data.
Permissions your user profile needs
The profile doing the upload needs access to the company's database in both SQL and System Administration. If you are not sure how these are set, your IT team can check them for you.
| Setting | What it needs to be |
|---|---|
| Server Role | Public |
| User Mapping | db_datareader or higher, and Public, on the company being uploaded |
| System Administration | The profile must be added to the company being uploaded |
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 200 UK, 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 200 UK
vClient opens automatically once installed, and locates your Sage 200 UK installation.
Step 7
Select your company
Choose the Company you want to share from in the dropdown, then select Next.
Step 8
Data extraction
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. You can carry on with other work while it runs, but do not close the vClient window or interrupt the extraction process.
Step 9
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 track progress in the Validis portal, where the status moves from Loading to 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.