Uploading Your Data & Supported Packages
How to Upload Data to Validis
Upload Guides
- Uploading your Sage 50 / Sage 50c UK data
- Uploading your Sage 50 US (Peachtree) data
- Uploading your Sage 50 Canada (Simply) data
- How to check your permissions in Sage 50 Canada (Simply)
- Uploading your Sage 200 UK data
- Uploading your Microsoft Dynamics Navision/ Business Central 365 data
Supported Accounting Packages on Validis
Universal Connector Guides
- Upload your data using the Universal Connector
- Upload your data using the Universal Connector - Multicurrency
- Using the Universal Connector template
- Universal Connector - Splitting debtor/creditor names in to a seperate column
- Universal Connector - transactions grouped by debtor
- Universal Connector Uploads Aborting
How to Download the Sales and Purchase Ledgers for the Universal Connector
- Downloading Sales and Purchase Ledger data from Sage 50 for the Universal Connector
- Downloading Sales and Purchase Ledger data from Stirling Solutions for the Universal Connector
- Downloading Sales and Purchase Ledger data from Encore for the Universal Connector
- Downloading Sales and Purchase Ledger data from EFACS for the Universal Connector
- Downloading Sales and Purchase Ledger data from Abaca Global 3000 for the Universal Connector
- Downloading Sales and Purchase Ledger data from Access Dimension for the Universal Connector
Before Uploading
Troubleshooting
- How to Activate a "Locked" user
- How to resolve an Invalid Request URI Error
- Windows Defender SmartScreen
- Validis not matching accounting package data
- Portal error messages and fixes
- "Could not connect to database" - Error Message
Uploading FAQ
- How to check your SQL instance and database name
- Can I upload all my data sets to the same engagement?
- Are MacBooks Supported?
- Can we upload an excel file into Validis?
- How can I upload data on my client's behalf?
- How do I upload my data?
Creating Backups for Validis
- How do I create a backup for Sage 50 US Peachtree?
- How do I create a backup for Sage 50 CA Simply?
- How do I create a backup for Microsoft Dynamics Navision (NAV)?
- How do I create a backup for Sage 300 CRE (Versions 17 & 18)?
- How do I create a backup for Sage 100 Contractor?
- How to Create a Backup for Sage 100 Standard/Advanced
General Information
- Inviting a second user to an Engagement as an SME contact
- Release Candidate Definition
- BETA Release Definition
- Embedded Help Text
- DataShare Software Lifecycle
- Supported Web Browsers