Uploading from Sage 200 UK

Launching Barclays Connect

Before attempting to upload your accounts using Barclays Connect, please ensure the following:

• You have read THIS article 
• The Barclays Connect Pre-requisites for user permissions are in place on your machine
• You are online and connected to the internet.
• To upload from Sage 200, it must be done from a machine with the SQL Server Management Studio, System Administration & Sage 200 all installed
• Your Sage 200 Accounting Package must have a valid license file.
• You know which version of Sage 200 UK you wish to share from (if you have multiple versions installed).
• The user's profile uploading must have access to the company’s database in both the SQL & System Administration 
• You know the Company from which you'd like to share data.
• The user's profile must have their Server Role set to Public
• The user's profile User Mapping must be set to db_datareader or Higher and Public on the company being uploaded
• The user's profile must be added to the company on System Administration 
•  

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

 

To begin the upload process using Barclays Connect you need to be logged in to the Barclays portal.

From within the Barclays portal, choose the Engagement for which you wish to upload data.

 

Once the appropriate engagement is selected, select Upload.

 

If enabled, you will select either Month End Reconciliation or Audit/Survey as the Upload Scope then click Continue.

 

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 Barclays Connect window.

Click here if you are using Google Chrome

Click here if you are using Firefox

Click here if you are using Microsoft Edge/Explorer

 

This will start the download of the Barclays Connect setup application. Your browser will show the download progress. Depending on your desktop setup you may encounter some security warnings that you need to acknowledge during the installation.

 

Once the Barclays Connect application installs it will begin connecting to your Accounting Package. The Barclays Connect package is quite small and will be automatically removed from your desktop once the upload process has been completed.

 

Barclays Connect for Sage 200 UK

Once installed, the Barclays Connect application will automatically launch and will attempt to locate and identify your Sage 200 UK installation.

By default Sage 200 UK demands that the current Windows user has read-write access to the SQL Server that Sage 200 UK is using so you will not be asked to supply a User ID and Password.

Barclays Connect will log in to Sage 200 UK and automatically determine which Sage 200 Companies are available for extraction.

Select the Company that you wish to upload from the drop-down list and click Next.

 

The Barclays Connect data extraction process will begin and progress will be displayed on the 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 Barclays central server.

You can continue with other tasks whilst the extraction takes place.

Do not close the Barclays Connect window or interrupt the extraction process.

When the upload completes the success message is presented.

Click Close to exit Barclays 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 Barclays 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 Barclays Portal - You may need to refresh your browser. The status will change from Processing to Completed.