Uploading your Sage Business Cloud Data

Launching Barclays Connect

Before attempting to upload your accounts using Barclays 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.

When uploading your data from a Cloud Accounting Package, such as Sage Business Cloud, Barclays does not need to use the Barclays 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 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.

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.

Barclays Connect for Sage Business Cloud

Click Download on the Download Barclays Connect window. This will initiate a connection between the Barclays 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 Barclays as the connection between Barclays and Sage Business Cloud is now established. At this point, the Barclays 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 Barclays Portal. You may need to refresh your browser.

Please note: We recommend that you log out of Barclays once you have allowed Barclays access to Sage Business Cloud and your upload status changes to 'Loading'. Upload completion time is dependent 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.