Click here if you have the New UI option enabled

 

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 Sage Business Cloud account.

You may need to ask your IT department for some of the above information.

This connector is released in ‘Release Candidate’ status. A connector with a ‘Release Candidate’ release status means that the connector is available to all customers and has been fully developed and meets all the DataShare software and security standards.  A ‘Release Candidate’ release has been developed against vendor supplied test data, meeting the Validis standard of upload processing. Connectors released in ‘Release Candidate’ status have successfully passed BETA testing and had a small volume of live data sets uploaded.

Where a connector is released in ‘Release Candidate’ status, Validis might ask customers and partners for back up files and will be requesting direct feedback to improve the connector.

It should be noted that any issues discovered with a connector released in the ‘Release Candidate’ status will be managed on best efforts but not within existing production SLAs. The ‘Release Candidate’ process may highlight issues that require further development.

For further information on "Release Candidates" connectors, please view the Release Candidates Definition article.

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.

 

You 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.

 

 

 

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New UI

 

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 Sage Business Cloud account.

You may need to ask your IT department for some of the above information.

This connector is released in ‘Release Candidate’ status. A connector with a ‘Release Candidate’ release status means that the connector is available to all customers and has been fully developed and meets all the DataShare software and security standards.  A ‘Release Candidate’ release has been developed against vendor-supplied test data, meeting the Validis standard of upload processing. Connectors released in ‘Release Candidate’ status have successfully passed BETA testing and had a small volume of live data sets uploaded.

Where a connector is released in ‘Release Candidate’ status, Validis might ask customers and partners for backup files and will be requesting direct feedback to improve the connector.

It should be noted that any issues discovered with a connector released in the ‘Release Candidate’ status will be managed on best efforts but not within existing production SLAs. The ‘Release Candidate’ process may highlight issues that require further development.

For further information on "Release Candidates" connectors, please view the Release Candidates Definition article.

 

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.

 

Once the appropriate engagement is selected, select Upload.

 

If enabled, you will those Collateral or Full as the Upload Scope.

Choose the Accounting Package from the drop-down menu. You can type in the search bar to locate the Accounting Package quicker.

 

When the correct Accounting Package is selected click the Continue button.

 

Click Download on the Download DataShare Connect window. 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.

 

You 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.

 

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 your Engagement Manager or Client Manager will be notified by email that you have submitted a new upload.