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.
Languages supported:
Bulgarian
Croatian
Czech
Danish
German
English (United Kingdom)
English (United States)
Spanish
French
Hebrew
Hindi
Hungarian
Italian
Japanese
Korean
Dutch 
Polish 
Portuguese (Brazil)
Portuguese (Portugal)
Russian
Swedish
Turkish
Vietnamese
Chinese (Simplified)
Chinese (Traditional)
Arabic 
Bahasa Indonesia
Thai

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.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Working with Custom Fields

                                                                                                    In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...
                                                                                                  • Working with Tasks

                                                                                                    Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
                                                                                                  • Working with Contacts

                                                                                                    Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, contact is the most important information for acquiring customers, whereas in ...
                                                                                                  • Working with Campaigns

                                                                                                    Campaign management allows you to plan, and keep track of the campaigns in your Zoho CRM account. This includes planning the campaign, preparing your mailing list etc. In Zoho CRM, campaign management helps you to plan, execute and monitor campaigns ...
                                                                                                  • Working with Validation Rules

                                                                                                    One of the most challenging tasks in CRM system is ensuring the validity of data in it. A poorly maintained set of data can cost a company in more ways than one - your activities are slowed down, you will have inaccurate reports and it's plain ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources