This video provides a comprehensive overview of the Event Sign-Up Bulk Upload Extension Pack available through the CyberGrants platform from Bonterra. The extension enables program administrators to implement a donor-facing portlet where users can upload multiple event sign-up records simultaneously using a standardized .TXT file format. The system processes these uploads nightly, creating sign-up records with appropriate enrollment status based on event settings, including waitlist functionality when applicable. The extension also includes robust error handling logic that identifies issues within uploads, generates detailed error reports, and supports Friends and Family registrations by creating or linking to existing donor associate records.
The video details key technical aspects of the implementation, including file formatting requirements, validation checks, and the upload history table that helps track file statuses. It emphasizes that while this is a standardized extension with pre-designed templates, administrators can make limited adjustments to fit their specific needs, such as customizing instruction text or adding custom fields. To move forward with implementation, administrators should determine their requirements regarding shifts and Friends and Family sign-ups, identify staff for error notification distribution, specify any additional custom fields needed, and prepare to engage fully in the User Acceptance Testing (UAT) process with their Business Analyst. This extension requires client sign-off before production deployment, with any post-implementation changes potentially incurring additional costs. If you are interested in acquiring this extension or have any questions after viewing this video, please contact your assigned Project Manager.
