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Sharing your Sage Intacct data

Validis Connect for Sage Intacct

PLEASE ENSURE THE PREREQUISITES ARE IN PLACE BEFORE SHARING YOUR DATA.

Before attempting to share your accounts using Validis Connect, please ensure the following:

  • You have read THIS article
  • 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.

 

This will direct you to the Sage Intacct login page where you must enter your Company ID, Username, and Password that has been provided by Sage Intacct via email.

  • This email is provided when creating the Sage Intacct web user during the pre-requisite setup. 
  • This will NOT be your personal Sage Intacct credentials. 

Sage_intacct_credentials.png

Click Submit.

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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 at this point 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.

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