Data import
About importing
What is data import?
Importing data into XTRF is simply putting the data from an external source into XTRF using the IMPORT option.
What can be imported?
It is possible to import data in the following modules, with the subsequent specifics:
Clients | Vendors | CRM |
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To organize this content, there is a special XTRF Import Template with proper columns and bookmarks. Below it is described how to fill it properly.
How to work on the import template?
Configure the system
Before starting the importing process, it is highly recommended to configure the system. All default values should be selected properly, and all additional system values (such as languages or job types) added to the system. Configuration should be performed or overlooked by XTRF Team.
One setting should be particularly looked at. Go to the Configuration menu → General Configuration → Settings → Defaults tab → Edit, scroll to the ‘Files’ section, type in the secondary separator of your choice, and click on Save.
A lot of times, separating characters are used in names of imported System Values, e.g., in Specializations. Thanks to the secondary separator functionality, exporting or importing .csv files with names and values delimited by a comma or other separator will no longer result in splitting the content into different columns, but the integrity of the content will be maintained.
The default secondary separator is a comma.
Download the Import Template
The Import Template should be sent by XTRF Project Manager or can be downloaded via the link below.
Get the import template here.
Clients and Vendors
Clients and Vendors templates are technically the same because of the close similarity of both modules. This is the reason why these are described together. Obviously, the filled templates must be imported later in the proper module.
There are 3 mandatory fields for Clients and Vendors:
Name is used inside XTRF to identify clients or Vendors - it has to be unique. It is not possible to have more than one Client (or Vendor) with the same Name. This one will not be displayed in any documents or e-mail notifications.
Legal name contains the full name of the company used in the legal documentation. In XTRF, it appears in documents and notifications. It is also displayed in Customer Portal. This value does not have to be unique, so there can be multiple Clients/Vendors with the same Legal Name.
E-mail address is used in XTRF to communicate with the Clients and Vendors. It is very important to provide a valid address. If this field does not have a proper address, it would not be possible to communicate using XTRF, and the Client would not be able to login into his Customer Portal. In case the email address is unknown, this field should also be filled by a temporary value such as email@missing or simply your own company address.
Contact persons
Contact Persons for Clients and Vendors share the same mandatory fields:
Customer/Vendor Name is the Name of your Vendor or Client.
First Name is the name of the Contact Person. It will be displayed in the notifications.
E-mail address is used in XTRF to communicate with the Clients and Vendors. It is very important to provide a valid address. If this field does not have a proper address, it would not be possible to communicate using XTRF, and the Client would not be able to login into his Customer Portal. In case the email address is unknown, this field should also be filled by a temporary value such as email@missing or simply your own company address.
General Price Lists
Mandatory fields:
Source language
Target language
Job Type
Calculation unit
Rate value
The only difference between General Price List and Individual Rates sheets is the lack of the Name column. Those records can be later found in the Price Lists tab in the Clients (or Vendors) module.
Individual rates
This sheet contains rates for both Customers and Vendors, which can be found later in one's profile, in the Rates tab (in case of the Clients), or in the Competencies and Rates tab in case of Vendors.
The Currency is set automatically to the default one.
Mandatory fields:
Client/Vendor name is used to match provided rate with a specific partner profile. It should match exactly the Name of a Client or a Vendor.
Source language and Target language. These fields contain the language combination. These are the System Values and MUST match the ones from System Values: Advanced -> Languages.
Job type is the kind of job for which the rates are specified. System Value.
Specialization is the specialization of a job. System Value.
Calculation unit is a piece of work for which the rates are specified. System Value.
Rate value is the amount of money per specific job and unit. No currency sign needed.
CRM
So far, there is no CRM Import Template. For more information contacting XTRF Specialist is advised.
System Values
What are these?
XTRF is a closed system operating on an interior, pre-defined merits called System Values. These come in two versions: Basic and Advanced. Both can be added, deleted, edited, and changed. All those operations can be done in XTRF-> Configuration-> System Values.
IMPORTANT!
All non-default System Values must be first added to XTRF before the import starts.
All system values can be found in XTRF -> Configuration -> System Values: Basic and System Values: Advanced.