Before attempting to upload your accounts using DataShare Connect, please ensure the following:
- You have read THIS article
- The DataShare Connect Pre-requisites 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 are able to access the data you wish to upload within the Accounting Package.
- Your Sage 300 package must have a valid licence file.
- You know the SQL User ID and Password that can access the Sage 300 database you wish to upload. (DataShare Connect will attempt to use Windows authentication to connect to the database if you do not enter any credentials on the user details screen).
You may need to ask your IT department for some of the above information.
Launching DataShare Connect
To begin the upload process using DataShare Connect you need to be logged in to the DataShare Portal.
From within the DataShare portal choose the Engagement for which you wish to upload data.
Choose the Accounting Package from the drop-down menu.
When the correct Accounting Package is selected click the Upload Data button. This will start a download of the DataShare Connect setup application. Your browser will show the download progress. In the example below the Chrome browser was used and the vclient.application can be seen in the download bar.
Depending on your desktop setup you may encounter some security warnings that you need to acknowledge during the installation
Click Keep to continue with the download.
When the DataShare Connect vclient.application file has finished downloading, click it to begin the installation.
Click on Install
The DataShare Connect application will now download in full and install to your desktop to begin connecting to your Accounting Package. The DataShare Connect package is quite small and will be automatically removed from your desktop once the upload process has completed unless you choose a scheduled upload.
DataShare Connect for Sage 300
Once installed, the DataShare Connect application will automatically launch and will attempt to locate and identify your Sage 300 installation.
DataShare connect will automatically determine which Sage 300 databases are available for extraction.
Select the Sage 300 database that holds the data you wish to upload from the drop down list and click Next.
Enter the correct SQL User Login and Password for the database you have selected then click Next. You may have to connect with your IT to get this information.
If you leave the User Logon and Password Fields blank DataShare Connect will attempt to connect to the chosen database using your windows credentials.
If any of these details are incorrect an error will be displayed and you will be invited to re-enter the correct details.
If the access details supplied are correct the DataShare Connect data extraction process will begin and progress will be displayed on screen. Depending on the size of your database and the number of entries it contains this process may take a few minutes. Once all data has been extracted the data is compressed, encrypted and transmitted securely to the DataShare central server.
You can continue with other tasks whilst the extraction takes place.
Do not close the DataShare Connect window or interrupt the extraction process.
When the upload completes the success message is presented.
Click Close to exit DataShare Connect. At this point there is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new upload.
Your uploaded data is now being queued for processing in the DataShare 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 DataShare Portal - You may need to refresh your browser. The status will change from processing to complete.