Before attempting to upload your accounts using DataShare 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 are able to access the data you wish to upload within the Accounting Package.
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.
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 and select Upload.
Choose the Accounting Package from the drop-down menu.
When the correct Accounting Package is selected click the Continue button.
This will direct you to 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.
Once submitted, the system will revert back to the upload page and will begin processing the data.