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Create user in memoQ with predefined username

Jason Esch 1 year ago in Home Portal / Smart Projects with CAT integration updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 1 year ago 1

When creating a project with a new vendor in XTRF, it will create the user in memoQ and automatically copy their full name, email, phone number, address, and password to memoQ, which is great except that we use a different naming convention for usernames in memoQ than the vendor's full name. 


This now means that once a vendor has signed up to the vendor portal, we have to copy their details manually over to memoQ, assign a new username, and then copy that username to the vendor's account in XTRF all before the project manager creates a project with the new user. It's an annoying process, especially considering that XTRF is capable of populating user details in memoQ. 


It would be great if we could simply assign a username in XTRF and then let XTRF create the user in memoQ with that given username if it detects that no such user can be found in memoQ. Currently, XTRF throws an error that no such user is found and then fails to connect that project to memoQ, even if the user is created after the fact. 


+1

Hello Jason, 

you can change the way XTRF creates usernames in memoQ:

1) go to: Settings ->Integration -> CAT Tools -> MemoQ (your active memoQ integration) > Edit
2) In the field Vendor Alias you will find an Expression, which defines what is exported to memoQ as System Account Name.
3) By default expression is set to: ${provider.name} but you can change it to get different username created in memoQ, f.e. ${provider.account.id} or ${provider.account.name}, using expressions list that shows on screen.