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Sharing your Sage Business Cloud Data

How to securely share your Sage Business Cloud data with Validis

Sage Business Cloud is a cloud accounting package, so there is nothing to download or install. You start the share from your engagement in the Validis portal, sign in to Sage to authorise the connection, and the data transfers between the two systems in the background. You can do this from any computer with a supported web browser.

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 a Sage Business Cloud account that can reach the data you want to share. You'll sign in with it partway through.
  • Know the email address and password for that account. You'll enter these into Sage's own sign in page, not into the Validis portal.
  • Know which region your Sage Business Cloud account is in. You'll pick it before signing in.

Step 1

Get started with your engagement

Log in to the Validis portal, select the relevant Engagement, then select Share Data Now.

The Validis dashboard with the Share Data Now button

 

Step 2

Choose your accounting package

Search for or select your accounting package from the list. If not already selected, choose Sage Business Cloud Accounting, then select Next. The panel on the right confirms your choice and shows what happens next. There is no download step, because Sage Business Cloud connects to Validis directly.

The accounting package step with Sage Business Cloud Accounting selected

 

Step 3

Select your region

Your browser is redirected to Sage Business Cloud so you can authorise the connection securely. Before you sign in, choose the region your account is in.

The Sage Business Cloud region selection page

 

Step 4

Sign in to Sage Business Cloud

Enter the Email Address and Password for your Sage Business Cloud account, then select Login.

The Sage Business Cloud sign in page asking for an email address and password

After you've shared your data

Once you have granted access, Validis and Sage Business Cloud are connected, and the data is shared between the two systems in the background. Your share status changes to Loading. You may need to refresh your browser to see it.

Please note

Once the status shows Loading, we recommend you log out of Validis. Completion time depends on Sage Business Cloud's API usage and status at the time of the share.

This is a system-to-system transfer, not something running on your computer, so you can carry on with other work or switch your computer off. It usually takes a few minutes, depending on the size of your company file.

Your Engagement Manager or Client Manager will be notified by email once the share completes.

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