Adding a connection in BeLazy is simple.
Go to the Connections area and click Add.

Each connection has four fields:

  1. Name – how you want to identify the connection. Many companies use the customer's name plus the system type. If you ever need more than one connection to the same system, make sure the names clearly show their purpose.
  2. URL – the link to the portal or translation management system. The login page URL is usually the safest choice. Do not forget to add https:// at the beginning of the URL - that is always required.
  3. Username – often your email address (note: some systems treat even email addresses as case-sensitive).
  4. Password

Tips:

  1. For the password, always copy and paste the value directly from a working browser session to avoid errors like spaces or typos. If you have an authentication error or BeLazy cannot connect, always connect via the browser - in 99% of the cases, it fails because somebody forgot to update the changed password before sharing.
  2. For username, you can usually use the same username that is being used in the working browser session, however, check our documentation for each connector because it might be different. For example, Phrase TMS requires the username instead of the email address in BeLazy, even if it accepts the email address as well as a valid username when logging in through the web interface.

Once added, each connection appears as a card under the Connections tab. BeLazy will immediately try to log in.

  • If successful, you'll see a connection card and an Automate link in the bottom-right corner. The icon in the top left corner of the card will turn into a sad face - you need to automate it.
  • Once configured by clicking Automate, that link changes to Edit automation.
  • If for some reason you cannot automate the connection, open a new browser tab, and copy the URL and the username and password from the BeLazy card to the browser. It is surprisingly often that someone else changes a password without updating it centrally, or you may have entered an extra space. If you can log in manually with the same credentials but not via BeLazy, contact our support.

Click Automate to open the onboarding wizard—this is the heart of BeLazy. Depending on the system you're connecting, you may see one or two configuration pages with full explanations.

If this is your first connection, you'll also need to set up your business management system. When both systems are connected, BeLazy will download up to 200 projects plus your business management data. This may take a bit of time, but it ensures your configuration is based on real project values.

The final step is mapping: aligning project details from the source system with fields in your business management system. Here you'll define:

  • Which workflow to use
  • What happens at each step
  • Who the customer is
  • Which price list applies
  • The specialization field
  • Automated instructions for translators

The wizard is self-explanatory—clear guidance appears at the top of every page. Take your time and read carefully.

In the next articles, we'll walk through each page in detail. Keep in mind that the exact steps may vary depending on both your source system and your business management system.