This video provides a comprehensive overview of the Vendor Startup Extension Pack available through Bonterra's CyberGrants platform, which enables a one-time vendor load into the system. The extension facilitates the transfer of existing vendor information from your organization's accounts payable system into CyberGrants to support payment processing. The video explains that this is specifically a one-way, one-time data upload—not a recurring process—designed to populate the CyberGrants system with vendor records while avoiding duplications through a validation process that checks existing records using Tax ID, Vendor Name, and Zip Code.
The extension requires administrators to provide an Excel (.xlsx) file containing essential vendor information including Tax ID, name, complete address details, and vendor code. The file can be delivered via email or SFTP, and the system will intelligently determine whether to create new records or update existing ones with the vendor code. This standardized add-on is pre-designed with limited customization endpoints and can be purchased using solution credits during implementation, with the benefit of including a maintenance package that allows for future program additions. Please contact your assigned Project Manager with any questions about this extension and file preparation or to discuss specific requirements.
