Translations | Online Help - Zoho CRM

Working with Translations

Many companies nowadays have a global presence and to serve their customers better their employees are often stationed locally. With a CRM system they can effectively manage to store sales and customer information in a common database, however, the employees may prefer to view the system in the language of their preference. 

Let's consider an organization is headquartered at Germany and operates out off US, Europe, and Japan. The locale set in CRM is Germany and the preferred language as German. However, the sales personnel entering information in the system would prefer to view the fields in English or Japanese. Therefore, to address this requirement Zoho CRM provides an option to translate the fields and picklist values to an individual's preferred language.
Availability
Permission Required
Users with Administrative profile can access.

Begin Translation

To begin translating language files, follow the steps below:

Step 1. Switch On the Translation Settings

The first step is to turn on the translations settings. Before your begin, make sure you are logged in to your CRM account with Administrative privileges.

Step 2. Add Language

The second step is to add the language into your CRM account. In Zoho CRM, you can select a language from 28 pre-defined list of languages. When you add a language, a file is added that consists of a unique language code to identify the language. The file lists all the picklist values and custom fields in the default language of your CRM account. One by one, you can add as many languages as you require and use the language files to translate them.

Step 3. Export Language Files

Once you add the languages, the next step is to export the language file that you want to translate for your organization. An export file contains all the picklist values and the custom fields that need to be translated. You can choose to export individual file or export all the language files at once. Once the language file is exported, you can translate the picklist values and custom fields in an export file either yourself or outsource to a vendor. To know more about the contents of an exported file, click here.

Step 4. Import Translated Language Files

After exporting the language file, you can either translate the fields yourself or outsource it to a translator. Please ensure that the format of the exported file is not changed as it might affect the translation in Zoho CRM. Once you have finished translating the fields, you must import the translated file into CRM.

To translate a language and add it in CRM

  1. Go to Setup > Customization > Translations.
  2. In the Translations page, toggle on the Translation Settings button.
  3. In the Translations page, click Add Language.
  4. In the Add Language pop-up, select a language from the drop-down list.
  5. Click Add.
    If you want to remove a language from the list, hover on the language and click the Delete icon.
  6. Click the Export link corresponding to the particular file that you added.
    Alternately, select Export all option to export all the language files at once.
  7. In the Export notification popup, once the export is complete, click Download.
    You need to add the translated values in the language file that you downloaded.
  8. Add the translated values in the downloaded language file.
  9. In Zoho CRM's Translations page, click Import.
  10. In the Import Language File pop up, browse and select the file you downloaded and translated.
    Make sure the import file is in .txt or .zip format.
  11. Click Import.
    The translated values from the file will be added to Zoho CRM.
Note
  1. Each file/value is in this format: PicklistValues.Leads.Lead_Status.Contacted=Contacted
    Make sure you do not change the original picklist values and custom field names in the exported language file. The translated entry should be in this format: PicklistValues.Leads.Lead_Status.Contacted=TranslatedValue
  2. Each language is identified by a unique code, that helps in mapping an imported file to the correct language in CRM. Hence, these language codes should not be altered while exporting or importing a language file.

View Language Import History

A complete list of files that are imported till date is available under the Language Import History. The imported language files are arranged in a chronological order with the most recent ones on top. 

To view language import history

  1. Go to Setup > Customization > Translations.
  2. In the Translations page, click the Language Import History sub tab.
  3. For each entry, you can click one of the following links to view the details:
    • Added - The newly translated literals are listed here.
    • Updated - When an existing translated literal is updated in the next round of translations, it is listed here.
      If you are translating a language for the first time, the updated value will be zero.
    • Skipped - If any literal fails to translate in Zoho CRM, it will be listed under skipped. 
Note
  1. You can choose to export only the failed literals instead of exporting the entire language file. You can then translate only the failed literals and import the updated file.
    Alternately, you can export the entire language file and rectify only the failed literals and import the entire language file.
  2. An imported file will be available in the import history for 60 days.

Export a Translated File

There can be chances when you have already translated a language and later added new custom fields or picklist values in a module. In such case, you can choose to export the translated file and just translate the new fields and import the language file back into your CRM account. This will help you avoid translating all the fields again. Alternatively, you can export an untranslated language file and translate all the fields. 

To export a translated file

  1. Go to Setup > Customization > Translations.
  2. In the Translations page, toggle on the Translation Settings button.
  3. Click the Export link for the corresponding file.
  4. In the Export Language File popup, choose one of the following:
    • Translated
    • Text to be Translated
    • Both.
  5. Click Export.

Revoke Language Import

In case you have imported a wrong language file, or if you do not wish to use the file that is imported into CRM, you can revert the action. Reverting it will undo the translations in Zoho CRM that were done using the file.

To revoke an imported language

  1. Go to SetupCustomization > Translations.
  2. In the Translations page, click the Language Import History sub tab.
  3. Move your mouse pointer over the Language File and click the Undo this language Import link.
  4. Click Yes, Proceed, to confirm.

Deactivate Translation

There are two options to deactivate the translation.

  • Deactivate a particular language translation - In case you imported the wrong language file, or you do not want the users to use a particular translated file, you can choose to deactivate that language file in your CRM account.
  • Deactivate the entire translation setting - If you no longer want to use the translations, you can deactivate the translation settings in your CRM account. If the translation setting is deactivated, the language setting will revert to the Default Language that is set in your CRM account.
    Please note that, if you deactivate or delete a particular language, the users who are using that translated language will view the picklist and the custom fields in the default language set in your CRM account.

To deactivate a language

  1. Go to Setup Customization > Translations.
  2. Toggle off the Status button for the corresponding language that you want to deactivate.
  3. In the pop up, click Yes, Deactivate Now, to confirm.

To deactivate translation settings

  1. Go to Setup Customization > Translations.
  2. Toggle off the Translations Settings button.
  3. In the pop up, click Yes, Disable Translation, to confirm.

Reference Values for Picklist Fields

A picklist field value that is translated in various languages may not be functional when any one of the languages' value is used to define conditional checks of custom functions, parameters of web hooks, formula fields, merge fields of email template or task subject etc.

For example, if one of the option "Advertisement" in a picklist field "Lead Source" is translated in 10 different languages, then the function will not work with the same value "Advertisement" for users who use different language in CRM. To address this issue we have brought in Reference Values. Each picklist field is represented by a reference value, which is common in every language. While defining any of the above functions that involve a picklist field, the user must use only the reference values for the function to occur. 

To use reference values

  1. Go to Setup > Customization > Modules and Fields.
  2. Select a Module > click Edit Layout.
  3. Choose a picklist field and click the More icon.
  4. Click Edit Properties.
  5. In the Picklist Properties popup, select the Reference Value and use it in the mentioned places.

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