Uploading and Downloading Texts

Learn how to upload and download texts.

This section describes the bulk download and upload of texts. These concepts are useful to understand how to change texts and translations to ensure that they are correctly transferred using XML files.

There are two types of uploads:

  • Entire uploads of a configuration: Text groups are added and modified, texts are added, modified and deleted, and also translations are added.
    Note: It is strongly recommended that at least the two standard languages (English and German) are included in upload packs.
  • Language packs: Only contain one language. Language packs only add, modify or delete translated texts. A text that is not included in the destination database but in the language pack is not added with the upload.
    Note: update recommends using CRM.translation tool (instead of CRM.bulkloader) to manage the translation of texts in the CRM.Designer database. For further details, see Translating Texts.

The text owner defines which texts are up- or downloaded by supplying the configuration ID of the text group and the configuration ID of the text itself:

  • All texts of a text group and the corresponding translations of a configuration is downloaded, even if another configuration has taken ownership of some texts and changed them.
  • If you take ownership of a text belonging to the default configuration (UPDATE_DEFAULT) and change it, downloading this configuration includes the changed text. When you upload this configuration to another CRM.Designer database, the changed text is owned by the default configuration.
  • All texts owned by the configuration are downloaded and uploaded, even if it does not own the text group. When you upload such a configuration, it keeps ownership of the text in the destination database.
  • A changed language translation is not owned by the changing configuration and therefore not downloaded and uploaded. But the translation is downloaded and uploaded by the configuration that owns the text.

Text group Ownership

Text Ownership

Lang. Trans Ownership

Transferred Configuration

Dest. Text Ownership

Dest. Transl. Ownership

A

A

A

A

A

A

A

B

B

A

A

A

A

A

B

A

A

A

A

A

A

B

-

-

A

B

B

B

B

B

A

A

B

B

-

-

(- = the text / translation is not transferred)

The ownership of a text in the destination database determines whether the text or language translation is transferred. A text or translation is not transferred when the text or translation is owned by a configuration with a higher ID in the destination database.

When you upload a configuration, language translations sometimes become invalid. They are deleted if the default text is changed. For example, you have a default text "Search Company" in your configuration with the German translation "Firma Suchen" assigned. Then you upload a configuration that changes the default text to "Company Search" but does not provide a German translation for this text, the German translation is deleted from the destination database. It is invalidated by the change of its default text.