The integration creates a linked project in XTM Cloud for each XTRF Smart project that is based on an XTM Cloud-integrated process template.

• The creation of a linked project in XTM Cloud can be triggered manually or automatically, depending on the process template settings.

• XTM Cloud projects can be created only for XTRF projects with a selected client and at least one language pair.

• The linked project will not be created if the integration cannot find a matching language in XTM Cloud.

This integration requires the creation of specific integrated process templates. To add such a process template, perform the following steps:

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

2. Click the Add Process Template button in the top right-hand corner.

3. On the Add Process Template page:
   
   

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   1. name the new template.

   2. select the Integrated with XTM type.

   3. select your XTM Cloud instance.

   4. click the Add Process Template button.

4. In the process template designer, go to the CAT Tool Configuration card.
   
   

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   1. Select the required XTM Project Template.
      The XTM Project Template defines machine translation-related settings. The XTRF settings will overwrite the client, languages, and workflow steps.

   2. Decide whether the XTM Project Creating should be automatic or manual.

5. In the Process card, configure the XTRF process using the CAT tool steps.

Now you can link this process template to a service (see the Service article) or select in the Process card of a Smart project.

The integration synchronizes essential project details.

While creating a project (From XTRF to XTM):

• Project name.

• Client name > Customer.
  If there are no customers with a matching name in XTM Cloud, the integration will automatically create a new XTM Cloud Customer.

• Client deadline > Delivery due date.

• Specialization > Subject matter.

• Workflow steps.

• Language pairs.

• Vendors > Linguists.

• New target languages.

• New source files.

After the project is created:

From XTM Cloud to XTRF:

• Bilingual files.

• (Optional) CAT analyses (see the section of this article).

Both ways:

• Job statuses.

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

• 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 (optional) 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 the service(s) you are using in XTM Cloud-integrated projects.

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 Configuration menu > Projects and Quotes > Process Templates (Smart) and open the XTM Cloud-integrated process.

2. In the Process Template Designer, go to the Process card.

3. Click on the CAT tool step.

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

You can also change those settings after the project is created. To do so, perform the following steps:

1. Go to the project in question.

2. Go to the Process card. 

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. Create a new XTRF project using the XTM Cloud-integrated process template (select the linked service in a project or the integrated process template in the Process card). An additional section will be displayed on the Process card, where you can change the XTM Cloud project template in a dropdown.
   
   

    

2. Select the client.

3. Add source files (you can also add new source files later).

4. Select the languages.

5. If you have selected the Automatic option in the integrated process template, the linked XTM Cloud project will be created automatically.
   If you have selected the Manual option, you can click the Create Project in XTM button at any time after selecting the client, source, and target languages.

6. Provide other project details and start the first job in XTRF.