This video provides a comprehensive explanation of the Payroll Feed Extension available through Bonterra's CyberGrants platform. The extension creates a seamless two-way data flow between CyberGrants and your payroll software to manage employee pledge contributions. Through the outbound feed, employee pledge data is sent from CyberGrants to your payroll system for processing deductions, while the inbound feed returns deduction information from your payroll system to CyberGrants to create or update gift records. The extension supports both Closed Campaigns (where employees can make payroll deduction pledges only during specific periods) and Open Campaigns (allowing employees to make new deductions, changes, or cancellations at any time during the year).
The video details the file formats and structures for both outbound and inbound files, which are transmitted via secure SFTP. Each file consists of header records, detail records containing employee-specific information, and trailer records with summary information. The extension includes specific handling for one-time and recurring pledges in both US and Canadian currencies, with the process carefully designed to maintain data integrity throughout the pledge lifecycle. The extension creates gift records based on actual deduction amounts received from payroll, ensuring accurate tracking of employee giving and any associated company matching.
After watching this video, please work with your Implementation team to determine which campaign type best suits your organization's needs and to coordinate with your payroll department for the technical integration. Your payroll department will need to participate in full end-to-end testing with CyberGrants in a test environment, with three successful file tests required before implementation in production. Remember that the Payroll Feed Extension requires CyberGrants Disbursement Solution (CGDS) and supports fixed dollar amount deductions only. Contact your assigned Project Manager with any questions about configuring this extension to meet your specific requirements.
