Launching Validis Connect
- 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 upload within the Accounting Package.
- Your Sage 300 package must have a valid license file.
- You know the User ID and Password to access the Sage 300 database you wish to upload.
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, you can choose the Engagement for which you want 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
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 application is installed, it will connect to your Accounting Package. The app is quite small and will be automatically removed from your desktop once the upload process has been completed.
Validis Connect for Sage 300 CRE
Once installed, the application will automatically launch and attempt to locate your Sage 300 CRE installation.
Select the Country from where you are uploading your data.
Validis Connect will automatically determine which databases are available for extraction. Select the Company (database) that you would like to upload from.
Enter the correct User Name and Password for the chosen database. Then click Next.
The upload process will begin and the progress will be displayed on your screen.
Do not close this window until you have received the message that your upload is complete!
When your upload is complete you will receive the Upload Completed message. Click Close to exit Validis Connect. At this time no other actions are needed!
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 - You may need to refresh your browser. The status will change from Processing to Completed.