What are customizations and what does the XTRF customization department do?

What are customizations and what does the XTRF customization department do?

What are customizations and what does the XTRF customization department do? 1920 1465 Mateusz Szymanski

As you probably know, XTRF is a powerful tool for agile project management, built specifically for the translation industry. It can automate many steps in the translation workflow, meaning less repetitive tasks for project managers. However, there are situations where XTRF’s out of the box solution alone does not fully cover a company’s workflow. That’s when the Customization Department steps in. Do you need to create reports on your in-house translators, to be automatically sent to the server? No problem!

Do you want your documents to have a beautiful rainbow background and a unicorn-shaped watermark? Really?! Well, OK then. We can do it!

Or maybe you need integration between XTRF and Google Sheets? We can help with that too.

The benefits of translation tools like XTRF is that they are truly flexible. This makes the decision of building or buying software less overwhelming, since you don’t need to minutely study the differences between off the shelf products. Instead, we can work with you to develop the customization options you need.

So, what type of customizations can be created within XTRF? What can be personalized? Customization Team Leader Mateusz Szymański details some of the options.

Macros

Used for ‘extending’ the capabilities of XTRF. A very powerful tool that can:

  • Send custom emails
  • Generate custom reports
  • Create invoices in extensions which are not available in XTRF by default (e.g. XML and CSV)
  • Modify data on an XTRF instance
  • Give advanced export and import options – such as sending files to an external server, or reading from files.

Custom Columns

Used for displaying additional/custom information in Smart Views such as:

  • Advanced financial data
  • Data in additional tables

Data in additional tables

  • Data that is not available by default and is calculated dynamically

Notification templates:

  • Additional information for in-built XTRF notifications
  • Additional calculations
  • Custom styling of emails
  • Custom footer in emails
  • Possibility to use logic from the system to determine how the sent emails should look, or what should be sent

Document templates:

  • Change of layout
  • Change of letterhead
  • Change of print format (A4, US letter, etc.)
  • Displaying additional information which is not available by default in the standard templates

 

Numbering Schemes:

  • Custom numbering format for every numbered entity in XTRF
  • Ability to add several different Numbering Schemes for Custom Invoices/ Customer Draft Invoices

Custom Invoices

Expressions:

  • Custom names for invoice items

Smart Connectors:

  • Automatic creation of projects and quotes based on the received emails or files uploaded to the FTP/SFTP

Custom Applications

The most advanced of our customization options:

  • Ability to use XTRF’s API and 3rd party APIs to communicate
  • Personalized Customer Portal
  • Ability to subscribe to events in XTRF and perform custom actions like running macros
  • Integration with external systems (examples below)

 

We have successfully integrated XTRF with the following systems:

External systems:

  • Third-Party Client Systems
  • Microsoft Cloud
  • Google Services

Integration with accounting systems:

  • DATEV
  • Sage 50
  • 1C
  • Visma
  • QuickbooksOnline

Over the next few months, we’ll also be implementing integrations with:

  • Hubspot
  • WordPress
Mateusz Szymanski

Mateusz Szymanski

In the XTRF team for almost 3 years. Started as an intern, now Customization Team Leader. After hours passionate cyclist and music connoisseur.

All stories by : Mateusz Szymanski