The integration automatically creates an integrated Smart project in XTRF after the analysis in XTM Cloud is finished. 

After the synchronization, the integration sends e-mails to the XTRF administrator and the project manager specified in the client's profile. Those e-mails will notify you about the successful creation of XTM Cloud projects in XTRF or inform you about issues with project creation along with the cause of the failure.

The reasons for failure could be:

• language matching issues. If one or several languages in an XTM Cloud project cannot be matched to an XTRF language, the XTRF project will not be created.

• lack of files in the XTM Cloud project.

If the system cannot assign the client and, therefore, select a project manager, the e-mails will only be sent to the administrator.

To change those notifications, go to Configuration menu > Templates > Notifications > Templates tab and edit the E-mail/Text message to User: When the project from XTM Cloud is created correctly in XTRF and E-mail/Text message to User: When the creation of project from XTM Cloud failed in XTRF notifications.

Once the XTM Cloud project is synchronized, all you need to do is select the dates and vendors for jobs in XTRF, and the integrated smart project is ready to be processed until completion.

The integration synchronizes essential project details.

While creating a project (From XTM Cloud to XTRF):

• Project name.

• Customer > Client name.
  If there is no matching client in XTRF, the project will be created without a client.

• Delivery due date > Client deadline.

• Subject matter > Specialization.

• Workflow steps.

• Language pairs.

After the project is created:

• From XTRF to XTM:

  • Project name.

  • Client deadline > Delivery due date.

  • Vendors > Linguists.

  • New target languages.

  • New source files.

• Both ways:

  • Job statuses.

• Multiple language combinations within one XTM Cloud project are reflected identically in XTRF.

• Languages are mapped using the ISO 639-1 code.

• After you select the language, it cannot be changed anymore.

• You can add new target languages in XTRF. They will be reflected in a linked XTM Cloud project, and the appropriate bilingual documents and CAT analyses can be downloaded to XTRF.

The integration automatically downloads XTM Cloud metrics for all For translation files available at the project creation stage and saves them as .JSON CAT Analysis files in the Smart project. Those files can be used to calculate CAT payables and receivables in XTRF.

To make sure that CAT analyses will be downloaded automatically upon project creation, perform the following steps:

1. Go to the Configuration menu > Projects and Quotes > Automations (Smart).

2. Scroll down to the Automatic CAT Analyses card.

3. Enable the automation in the top right-hand corner.

4. Check if the automation is enabled for All other services.

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Turn this automation off if you do not want to download the CAT analyses automatically.

For XTM-linked projects, you can configure whether you want to download the translated documents to XTRF after each step. To do so, perform the following steps:

1. Go to the project in question.

2. Go to the Process card.
   
   

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3. Click the Edit Process button. You will be directed to the Process Designer.

4. Click on a step in the Process card.

5. In the side step panel on the right, scroll down to the XTM Integration section and select the desired option.
   
   

1. In XTM Cloud:

   1. create a new project.

   2. select a client.

   3. select the languages and add source files. 

2. When the synchronized project appears in XTRF, select vendors and dates.

3. Start the project either from XTRF or XTM Cloud. Your vendors will receive links to XTM Cloud jobs on their Vendor Portals.