Using Translations in CPQ Dealer Portal
Purpose and scope
Your industry or region may have different terms or phrases for standard elements in the CPQ Dealer Portal. For example, we’ve named the quote identification number a Customer Reference. Perhaps you refer to it as a Deal Number or Quote Number. Or possibly your customers are not English speakers, and you want to have the CPQ Dealer Portal in another language.
The Translations feature allows you to
Update and display field labels and error messages in the CPQ Dealer Portal user interface with your own terms and phrases.
Update and display field labels and error messages in multiple languages. We currently support the following languages: English (UK), English (US), Dutch (Netherlands), French, German, Spanish, Portuguese, Italian, and Romanian.
This article describes what Translations is and shows you how to use it.
Key points
Changes made in Translations are immediately visible in the CPQ Dealer Portal once saved.
Benefits
Key benefits of using Translations:
Customize what your clients see in your CPQ Dealer Portal by updating and displaying field labels and error messages
Showcase your CPQ Dealer Portal in many different languages. We support nine languages: English (UK), English (US), Dutch (Netherlands), French, German, Spanish, Portuguese, Italian and Romanian.
Introducing terms and concepts used in this article
Term | Definition | Example |
|---|---|---|
Global Tag | a label assigned to a field or element in CPQ Dealer Portal’s user interface | webshop.cpq |
Text | In this context, a string displayed on an element used in the CPQ Dealer Portal’s user interface | customercontacttitle |
Translation | a “Global tag:text“ pair, which links a particular label to a particular piece of text | webshop.cpq.customercontacttitle |
Step by step
Step 1: Log into the Management Interface
Sign in to the Management Interface by entering your username and password.
Step 2: Open Localisation
Click Localisation. This opens the Translations screen.
Key points
Translations are stored on our platform.
Each translation is a pair containing a global tag and a piece of text.
Select Translations. This opens a table containing all translations that you can edit.
Action 1: Edit an existing translation
Locate and click Edit to the right of the Global Tag that you wish to change.
Enter the new term you wish to use in the field under Translation.
Click Save. This updates the field label and labels the field as having been updated.
Example - update
Suppose you wish to update the text of "Customer Contact Details" to "Contact Details". Locate and click Edit to the right of the Global Tag that you wish to change, update the term under String and click Save.
What do your customers see in the CPQ Dealer Portal after you update a Global Tag?
The label field is updated with your new label.
Action 2: Import file
Update the fields using the standard format for a Translation spreadsheet.
The translations spreadsheet must be an Excel file (xls or xlsx) where:
The first column contains the Global Tag
Additional columns contain the text for each language currently configured in your system
Click Import.
Click Select Translations Spreadsheet and select the translations spreadsheet from the file browser.
Click Submit. This updates translations with what is contained in the uploaded spreadsheet.
Action 3: Export file
To export all of the listed translations, click Export in the top right of the Translation configuration screen.
Select Export Translations. This downloads a spreadsheet of existing translations.
The translations spreadsheet has a standard format, as follows:
The first column contains the Global Tag
Additional columns contain the text for each language currently configured in your system
