- You are online and connected to the internet.
- You have a Sage Business Cloud Account and you can access the data you wish to share.
- You know the User ID and Password for your Sage Business Cloud account.
You may need to ask your IT department for some of the above information.
When sharing your data from a Cloud Accounting Package, such as Sage Business Cloud, Validis does not need to use the Validis Connect component to perform an extract of your data. This means you can start a cloud upload from any machine with a supported web browser.
Validis Connect for Sage Business Cloud
Your browser window will be redirected to the Sage Business Cloud authentication page and connect securely to Sage Business Cloud. You will first be asked to select your region before entering the login.
Once you have selected your region you will see a login screen with the Sage logo on top.
Enter your Email Address and Password for Sage Business Cloud and click Login.
The connection between Validis and Sage Business Cloud is now established. At this point, the Validis platform and Sage Business Cloud platform are talking to each other in the background and sharing your company data.
Depending on the size of your company file and the number of entries it contains this process may take several minutes to complete but since it is occurring as a system-to-system transfer you are free to carry on with other tasks or shut down your machine and power off if you need to - the transfer will continue. You can view the progress of your share in the Validis Portal - You may need to refresh your browser.
Please note: We recommend that you log out of Validis once you have allowed Validis access to Sage Business Cloud and your share status changes to 'Loading'. Share completion time is dependent on Sage Business Cloud's API usage and status at the time of share.
When the shared data has been processed your Engagement Manager or Client Manager will be notified by email that you have submitted a new share.