Understanding the CyberGrants Vendor Startup Extension
The Vendor Startup Extension is a one-time data load tool designed to help customers efficiently onboard their existing vendor records into Bonterra's CyberGrants platform. By automating the import of vendor data from your Accounts Payable (AP) system, this extension enables a smoother transition to the CyberGrants grantmaking system, ensuring all necessary vendor details are available for payout processing from day one.
This standardized extension is ideal for customers launching new grantmaking programs or migrating from legacy systems, offering a pre-configured, Bonterra-vetted process that mitigates the risks of data inconsistencies, duplicated records, or misaligned configurations.
Check out the video below to learn more!
Key features:
- The extension facilitates a one-time import of all existing vendor records from your Accounts Payable system into CyberGrants.
- It accepts files in Excel (.xlsx) format, which can be delivered via email or through a Secure File Transfer Protocol (SFTP) connection.
- The extension automatically checks for existing organizational records using a match on Vendor Tax ID, Name, and Zip Code.
- It updates existing organizational records by inserting the Vendor Code into the corresponding field.
- It creates new organizational records in CyberGrants for unmatched entries and fully populates all data fields provided in the file.
- The process supports validation and deduplication logic to ensure all vendor data is clean and accurate.
- It enables a seamless handoff through Bonterra-led QA and client-led User Acceptance Testing (UAT), ensuring data is verified before being moved into production.
Considerations and constraints:
- This is a one-time, non-recurring data load and is not designed to be used for ongoing vendor updates.
- The file format is limited to a specific Excel structure and must include all required fields.
- Customers must follow Bonterra’s implementation methodology without deviation to avoid risks such as data loss, project delays, or system misalignment.
- Any changes to the requirements after specifications are approved may lead to delays and incur additional costs.
- Once deployed to production, any further changes to the vendor records must be handled through a separate request process.
- Only one change is permitted per calendar year to any purchased extension.
To learn more about this extension, please review the following articles. For assistance with acquiring this extension, please reach out to your assigned Implementation team's Project Manager.
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