Questions?

They are answered by the XTRF community and our experts

+1

Obtaining Custom field definition through API

Karl 3 years ago in API updated by Dennis Rosenbaum 3 years ago 3

Searching through the API swagger, I'm not finding anything that would appear to give me the ability to query for custom field definitions. For example, a select list with name X that has N number options with the value/label pairs of Y[]

Is there anything like this?

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From and Reply-to email address

ellen digby 4 years ago in API updated by Marcin Jakubowski 4 years ago 1

Has anybody had any success in setting up their emails to enable changing the XTRF setting "Set sender email address in" to "From and Reply-to"? This is so that emails to our clients and providers appear to come from the sender of the email (as set in the email template), rather than from our one main email address. I know that it requires settings changes in the email client itself rather than XTRF (in our case we use Outlook) - does anybody have any insight on how to do this? I am going to contact Outlook support but thought I would check here first.

Thank you!

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Quick Books Online API / HELP

Andres Echeverri 4 years ago in API 0

Hi all, has anyone been successful running the QBO integration for AR and AP? We have made some limited progress and would like to see if there's hope at the end of the tunnel.

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Change Job deadline for smart project

István Lengyel (BeLazy) 4 years ago in API updated by Dennis Rosenbaum 4 years ago 2

The API supports data manipulation functions on jobs in smart projects, like "PUT /v2/jobs/{jobId}/status" but there is no way to change the job's deadline with the API. Since deadline is an important information it would be great if we could also manipulate it via the API.

+1
Under review

Is it possible to log an e-mail sent outside XTRF?

Aly 5 years ago in API updated 4 years ago 2

Some platforms such as Salesforce have a function where you copy a code from Salesforce in the form of an e-mail, e.g. "jasd_092188sdsaa277390s@salesforce.com" and then if you add that to the Bcc of an outgoing e-mail, it automatically logs the e-mail you send into the appropriate client within your Salesforce portal.

Does XTRF have a similar function or do I have to send e-mails from within XTRF if I want them logged within a client's profile?

Answer

XTRF will only track the emails sent to the addresses known to it, if you track a mailbox through it (basically, you would let XTRF in your inbox to enable it scan for XTRF-related contents), or use its own CRM module. 

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How to get details (unit, quantity, price) from customer invoice api?

erika hohn 5 years ago in API updated by mark 5 years ago 9

I can't get details about the jobs using customer invoice api. I need information as unit, quantity and price and not only the total gross.

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GitHub and XTRF Integration

Kenneth Larmer 5 years ago in API updated by Jose Uribe 3 years ago 6

Hi,


Has anyone integrating XTRF with GitHub?


We have a client inquiring about the integration and I’m wondering if anyone has had any success with this?


Thanks in advance,

Kenneth

+1

XTRF removes umlauts in memoQ project names

Jason Esch 5 years ago in API updated 5 years ago 2

When creating memoQ projects in XTRF, we've noticed that it strips the project name of accents/umlauts, but only in the project name in the PM dashboard, not in the project name in the segment metadata.

For example, we type 190301: Kunden A Geschäftsbericht 2018 | Ergänzungen in XTRF, which shows up in the PM dashboard in memoQ as 190301 - Kunden A Geschaftsbericht 2018 _ Erganzungen, but is 190301 - Kunden A Geschäftsbericht 2018 _ Ergänzungen in the segment metadata field "Project". All three are different


This makes searching for individual project TMs in the master TM in memoQ almost impossible because the TM editor requires the full project name as it appears in the segment metadata for the filter to work. 


memoQ think that XTRF strips the accents/umlauts intentionally because memoQ itself is capable of handling accents in the project name. Is there any way to prevent this? (At least until memoQ provide keyword searching in the TM editor filter dialogue.)

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API Connection Advise

Michal Shinitzky 6 years ago in API 0

Hello,

We are trying to establish a connection to XTRF's API.

We have tried first with the DEMO portal:http://xtrf.github.io/cp-api/demo/create-project.html but for some reason we get an error that we have no idea what causes it.

When we reach stage 3B - we got the following error:

"An error occurred while sending quote. Please check if API is online and if all files are not null." Can you advice what are we doing wrong?

I'll be also happy if someone, with experience with XTRF API connection can contact us to help us with establishing the first few steps.


thanks!

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API or Library(C#) avilable to integrate CRM with XTRF

Avinash 6 years ago in API updated by Dennis Rosenbaum 6 years ago 2

Hello ,I want to integrate my CRM with XTRF using API or Library so is this possible? if Pssoible then tell me api or Library name for intrgration