Before attempting to share your accounts using Validis Connect, please ensure the following:
- You have read THIS article
- 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 the Accounting Package.
- Your Sage 100 package must have a valid license file.
- You know the User ID and Password that can access your Sage 100 data.
- You know which version of Sage 100 you wish to share from (if you have multiple versions installed).
- You know the Company Name from which you'd like to share data.
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
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 that you need to acknowledge during the installation.
Once the application installs it will begin connecting 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 Sage 100
Once installed, Validis Connect will automatically launch and attempt to locate your Sage 100 installation.
By default Sage 100 demands that the current Windows user has read-write access to the SQL Server that Sage 100 is using so, you will not be asked to supply a User ID and Password.
However, depending on your Sage 100 permissions you may be asked to enter the Company Name, Username, and Password of the Company that you wish to share from. Click Next once all the information is entered.
The data extraction process will begin and progress will be displayed on 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 while the extraction takes place.
Please don't close the Validis Connect window or interrupt the extraction process.
When the share completes the success message is presented.
Click Close to exit. 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.
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 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.