Onboarding Guide

Agree on What Success Looks Like

Implementing Gridly is simple, with onboarding resources and an experienced success team to help you:

Establish a single source of truth for multilingual content and related metadata

Build localization workflows that reduce manual work

Set up linguistic assets to improve efficiency and quality

Integrate with your favorite tools and pipelines

Enable your team and partners to collaborate productively from day one

Pre-Implementation Planning

Let's set the stage for implementation. Planning helps you map out your content, localization needs, teams, and tools. It ensures your setup reflects your processes and supports smoother adoption.

Content

Define the content types you plan to localize or manage
Estimate content volume
Identify how frequently content will be updated

Localization

Specify target languages and locales
Identify translation providers (in-house, agencies, or AI translation)
Review existing linguistic assets (glossaries, translation memories)
Determine QA requirements for translations

Team

Define internal roles and responsibilities
Consider authentication needs such as SCIM or SSO/SAML
Plan for collaboration with external stakeholders

Tools

Review systems that handle content, translations, or related assets
Gather requirements for connecting these systems
Identify available file formats and research integration options

Turn Planning into Action with a Personalized Demo

Book a demo with a customer success manager to explore the recommended setup and see how your workflows map into Gridly.

From Setup to Go-Live in 6 Steps

The implementation phase is where you put Gridly into action. Connect your tools to a secure workspace, move content smoothly, and collaborate efficiently with your team.

1

Configuring your Gridly account

Set up a secure workspace tailored to your needs, giving your team a clear structure to confidently manage multilingual content from the start.

Sign up & create your company workspace
Start a new project and create Databases, Grids, and Categories
Secure your account with 2FA, SSO/SAML, password policies, or IP restrictions

Tip: Explore the hierarchy of elements available in Gridly modules

2

Connecting your existing tools

Leverage existing integrations to enable seamless content flows and save effort on building them from scratch:

Out-of-the-box add-ons
Ready-made connectors
API endpoints & Webhooks
SDKs & Lambda functions

Tip: Check out available add-ons and GitHub repositories

3

Setting up localization workflows & linguistic assets

Establish an efficient localization pipeline by setting up views, dependencies, TMS workflows, and QA rules. Import and configure translation memory, glossaries, tags, and non-translatables.

Create views and dependencies
Set up TMS workflows & QA rules
Configure linguistic assets

Tip: See Gridly’s QA errors reference guide

4

Content migration & testing

Bring your existing content into Gridly to create a centralized content hub. Use branches for testing and preparation, and take advantage of the wide range of supported file formats.

Import existing content
Create test branches to simulate workflows
Validate backups and recovery options

Tip: Check out the complete list of supported file formats

5

Setting up access & onboarding users

Provide the appropriate access, resources, and training so project managers, translators, and reviewers can focus on their tasks without confusion or bottlenecks.

Define user groups, roles, and privileges
Send invitations to team members
Provide short training sessions and share Gridly help resources

Tip: Explore default roles and their permissions

6

Going live

Celebrate your launch and start reaping the benefits: less manual work, faster turnaround times, and localized experiences that reach your audience with impact.

Announce a go-live date
Monitor your first live projects closely
Celebrate milestones with your team

How Implementation Looks in Practice

Every team’s setup looks a bit different, but most reach full implementation within days or weeks. Check out how companies of different sizes made the switch.