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Azure Cognitive AI integration setup

Tallyfy uses Microsoft Azure Translator to translate text your team writes, such as task titles, task descriptions and form field labels, into your preferred language in real time. Comments and form answers stay as written. Setup requires three pieces of information from Azure: an API key, your resource name, and the region.

  • Administrator access to your Tallyfy organization
  • An Azure account (or permission to create one)
  • Permission to create Azure Translator resources

If you don’t already have an Azure account:

  1. Go to the Azure portal ↗
  2. Click Start free or Sign up
  3. Create a Microsoft account or sign in with an existing one
  4. Complete registration with payment information (required for account creation, but translation services have a generous free tier)
  1. Sign in to the Azure portal ↗
  2. Click Create a resource
  3. Search for “Translator”
  4. Select Translator from the results
  5. Click Create

Step 3: Configure your Translator resource

Section titled “Step 3: Configure your Translator resource”
  1. Subscription - choose your Azure subscription
  2. Resource Group - create a new group or select an existing one
  3. Region - pick a region close to your users (note this down - you’ll need it for Tallyfy)
  4. Name - enter a descriptive name for your resource (note this down too - this is your resource name)
  5. Pricing Tier - the free tier includes 2 million characters per month
  6. Click Review + create, then click Create after validation passes

Wait for the deployment to finish, then click Go to resource.

  1. In your Translator resource, go to Keys and Endpoint in the left menu
  2. Copy Key 1 or Key 2 (either works)

The Keys and Endpoint page also shows a Location/Region value. That’s the same region you’ll enter in Tallyfy, so copy it now while you’re here.

You now have the three values Tallyfy needs: the API key, the resource name (what you named your Translator resource), and the region you selected during creation.

  1. Sign in to Tallyfy as an administrator
  2. Go to Settings > Integrations
  3. In the Translation section, find the Azure card and click Configure
  4. Enter your API key in Key, your resource name in Resource name and your region in Region. All three are required
  5. Click Save

Tallyfy tests your credentials with Azure before saving. If the test fails, you’ll see Azure config failed, so double-check each field.

The Azure Translation Service dialog in Tallyfy, with fields for the subscription key, resource name and region.
  1. Click the globe icon in the top menu bar. Its Content Language section now has an Edit button, which it doesn’t show until Azure is connected
  2. Click Edit, pick a different language and click Save
  3. Open any process or task with text content
  4. Check that task titles, task descriptions and form field labels appear in the language you picked

Azure charges by the character. The free tier covers 2 million characters monthly - roughly 400,000 words. Monitor usage in the Azure portal under your Translator resource, and set up spending alerts if you want to avoid surprises.

Translation not working? Here’s what to check:

  • Credentials - verify you entered the correct API key, resource name, and region (all three are required)
  • Key status - Azure keys can be regenerated, which invalidates the old one
  • Quota - check your Azure subscription hasn’t exceeded its character limit
  • Network - confirm your environment can reach Azure services (firewalls or security policies may block the connection)
  • Language pairs - translation quality varies by language combination, and specialized industry terms may not translate perfectly