The XTRF vendor portal is the vendor portal for any customer using XTRF. There are hundreds of such vendor portals available in the world, and you can add any number of such portals into BeLazy to watch.

Use cases:

BeLazy supports integration with XTRF vendor portals through a comprehensive connector that enables seamless vendor workflow management. The main use cases where the XTRF integration is valuable:

  • You receive job offers and pending jobs from XTRF customers and want these managed in your business management system or tracker
  • You want automatic job acceptance and delivery workflows for jobs in progress
  • You need to handle new offers and offers waiting for approval automatically
  • You want to deliver projects back automatically when they are completed in your business management system or tracker, or update your system based on manual completion in XTRF

Integration type:

The XTRF integration impersonates users through the XTRF vendor portal web interface using internal APIs. This implementation provides secure access while respecting the portal's permission structure and data privacy settings.

Requirements:

There are no requirements to use the XTRF vendor portal. Every XTRF installation's vendor portal can be automated.

 

Expected URL format:

The URL format is https://company.s.xtrf.eu/vendors
 

Configuration:

To use the XTRF vendor portal, you will only need the URL, user name, password that you use on the portal.


XTRF-specific configuration:

The XTRF integration has two connector-specific configuration options:


  • Download only In Progress jobs: When enabled, only jobs that are currently In progress are synchronized and downloaded. You can only deliver In progress jobs in XTRF. 
  • Download Purchase Order files: When enabled, Purchase Order PDFs are automatically downloaded along with project files.


Functionalities and connector-specific information:

  • Unit of acceptance: Job
  • Multiple target languages: Supported through bundling (XTRF Smart projects with multilingual jobs are not supported but are very rare)
  • Job types: Job offers, pending jobs, jobs in progress, new offers and offers waiting for approval are all supported
  • Pricing: Multiple receivables/payables are supported, including both CAT and non-CAT receivables/payables
  • Project exclusion: Not supported except for status (In progress jobs)
  • Download source files: Supported, with reference files
  • Delivery: Project delivery and file upload supported
  • Manual delivery detection: Supported, with delivery time being the exact time of delivery
  • Project bundling: Supported. When end customer information is not shared, use regex-based bundling.
  • 2-factor authentication: Not supported
  • Data synchronization: All information that appears in the XTRF vendor portal appears in BeLazy, Phrase TMS links are also extracted from integrated projects


Typical issues and how to resolve them:

  • Privacy settings and project bundling: XTRF by default does not share end customer and original project name information, only a job ID with a variable part. The original project name and end customer information are very useful for bundling and project management. Clients using XTRF can share this information by editing the Privacy Settings under Configuration / Portals / Vendor portal / Portal settings in XTRF. Most clients don't know about this setting, so it's worth requesting. If this information is not shared, bundling into workflows still works using regex-based bundling - the inline text in BeLazy's interface provides the regular expression to be entered.


  • Multilingual job limitations: XTRF Smart projects may have multilingual jobs which are not supported, but these are very rare. All other job types are fully supported.
  • Project bundling and workflow structure: Each workflow in XTRF is single-step. You can use the job bundling to turn consecutive steps such as translation, revision into one workflow in your business management system or tracker. For tasks like LQA or LSO for the same project, we recommend using task bundling, meaning they are added under the same project in Plunet, XTRF Classic and any custom integration under a new task or item. Daily and monthly project bundling and project bundling creating one project with different language pairs are supported.
  • Instruction mapping: All instructions are extracted from the various instruction fields in XTRF, and can be automatically reused in your customizable, client and program-specific instructions to the project managers and the vendors.
  • Synchronization: By default, the connector is synchronized every 30 minutes, but you can also synchronize immediately once an email with a new job offer comes in.


Connector-specific data extracted: See here.