This video offers a detailed introduction to the data migration process for customers moving legacy information into CyberGrants, Bonterra’s strategic philanthropy platform. It explains how to get ready before the project begins—by clarifying your goals, anticipating challenges, and aligning your historical data with your CyberGrants configuration. These early decisions help ensure your migration is efficient, accurate, and meaningful to your program’s reporting and planning needs.
The video walks through each stage of the migration—from template customization and initial data analysis to mapping, development, and final validation in your live environment. It highlights important considerations such as which data to include, how to structure your files, and the use of standard, custom, and legacy fields. Customers are guided on how to format their data, link records across tables, and prepare optional attachments.
To begin this journey, review your legacy data with intention, plan to migrate only what’s useful, and collaborate closely with Bonterra’s team. Reach out to your assigned Project Manager to discuss your migration needs and unlock the full potential of CyberGrants for your organization.
