Overview
Before attempting to share your accounts using Validis Connect, please ensure the following:
- The Validis Connect Prerequisites for user permissions are in place on your machine.
You can access Acumatica in your browser from the system you’re using for the upload.
Your user account has permissions to access accounting data in Acumatica.
You know the Login Name for your Acumatica tenant.
You may need to ask your IT department for some of the above information.
Locating the Acumatica Tenant Login Name
The Login Name is a required field when uploading your Acumatica data. This is because it is used to help locate your specific company database.
To find the Tenant Login Name, first log in to Acumatica.
Go to System Management.
Click System Maintenance, then select Tenants.
Copy the Login Name for the tenant containing the company data you want to upload. (In this example, it's "ValidisDemo")
Starting the Acumatica Upload
Select Acumatica from the drop down in the Accounting Upload case.
Select Next. You will be prompted to download our extraction tool, VClient (vClient.exe is the file name). A new window will pop up, open the downloaded file. 
Click Download to begin the vClient.exe installation process.
If vClient doesn't automatically open, please launch it manually from your Downloads folder.
Validis Connect for Acumatica
Once the Validis Connect application loads, you will be asked to enter your Acumatica details. This is what allows us to find the specific company database you're uploading.
URL - the URL where you access Acumatica
Username - your Acumatica username
Password - your Acumatica password
Tenant - the Login Name for the Tenant containing the company data you wish to upload
Click Next once you've added all the required information.
In the Organisation drop-down, select the company that you wish to upload.
Once the progress bar completes, you will receive an Upload Completed message. You can then close the pop up window and continue with other tasks.
