Before attempting to upload your accounts using DataShare Connect, please ensure the following:
- You are online and connected to the internet.
- You have a Sage Business Cloud Account and you are able to access the data you wish to upload.
- You know the User ID and Password for your Xero account.
You may need to ask your IT department for some of the above information.
This connector is released in Beta status. Beta release status means that the connector has been fully developed and meets all the DataShare software and security standards. A Beta release has been developed against vendor supplied test data, meeting the Validis standard of upload processing. It is released as a Beta as it still requires additional volumes of live data to meet the required standards of performance and data integrity.
It should be noted that any issues discovered with a connector released in the Beta state will not be managed within existing production SLAs. By its very nature the Beta process may highlight issues that require further development. Consequently production SLAs cannot be applied in the case of Beta releases.
Click here for more details on BETA releases.
DataShare for Sage Business Cloud
When uploading your data from a Cloud Accounting Package, such as Sage Business Cloud, DataShare does not need to use the DataShare Connect component to perform an extract of your data. This means you can start a Cloud Accounting Package upload from any machine with a supported web browser.
To begin the upload process 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 initiate a connection between the DataShare platform and 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 page for Sage Business Cloud.
Once you have selected your region you will see the login screen which has the Sage logo at the top.
Enter your User ID and Password for Sage Business Cloud and click Login.
ou will also be redirected back to DataShare as the connection between DataShare and Sage Business Cloud is now established.
At this point the DataShare 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 upload in the DataShare Portal - You may need to refresh your browser.
The status of the Sage Business Cloud upload will be displayed as "Loading" until the data transfer completes.
When all of the requested data has been transferred into the DataShare platform the status will change from 'Loading' to 'Processing'. Your uploaded data is now queued for processing in the DataShare platform.
Please note: We recommend that you log out of DataShare once you have allowed DataShare access to Sage Business Cloud and your upload status changes to 'Loading'. Upload completion time is dependant on Sage Business Cloud's API usage and status at the time of upload.
When the uploaded data has been processed the status will change to complete. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new upload.