Guidelines
First of all, you need to have a Terminologist role in order to be able to mange XTM terminology. To activate the role, go to Users → User list → (select a user) → General → General info, and apply the Terminologist role in the Roles section.
2. Next, in the Access rights tab, and then in the Terminology section of the user’s settings, you need to enable the Import option.
3. Once you have a user with the relevant rights, go to Terminology → Import.
4. Proceed as follows:
Select a Customer to add the imported terms to.
Select a Source file containing the terms you want to import. Please, keep in mind about the restriction in terms of acceptable file extensions: XLS, XLSX, MTF, TBX.
You can use the Add to existing concepts option to ensure that if a term already exists in the selected language, translations will be added to the existing concept, rather than creating a new concept. To activate this option, choose a language from the drop-down list. Otherwise, new concept entries will be created.
Choose the relevant Status for newly-added terms.
Use the Set tags option to apply tags from the customer's tag groups to the imported terms.
Finally, click the Import button.
5. Once the terms are imported, their corresponding status will be that of Success in the Status column underneath the import form.
