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[Odoo] Mapsly setup guide
[Odoo] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with Odoo CRM

Erik avatar
Written by Erik
Updated over a week ago

Mapsly is a standalone software platform that exchanges data with your Odoo account through its API, while synchronization of records removal from Odoo to Mapsly is implemented via an Odoo extension installed in Odoo On-premise.

Limitations of Odoo Online

While Mapsly works with both Odoo Online and Odoo On-premise, we strongly recommend using Mapsly with Odoo On-premise because of the following limitations of Odoo Online:

  1. Since Odoo Online does not support extensions, records removed in Odoo Online will NOT be automatically removed in Mapsly, since this sync is implemented in the Mapsly extension for Odoo. (Records removed in Odoo On-premise are automatically removed in Mapsly.)

  2. Odoo Online API cannot be called more frequently than once per second, which significantly slows down automatic assignment of territories and mass-updates of Odoo records in Mapsly and may cause significant delays in synchronization of updates from Odoo to Mapsly while these processes are in progress. (Odoo On-premise doesn't impose limits on the use of its API.)

Signing up for a Mapsly account and connecting your Odoo

1. Set password for your Odoo Online administrator (only if using Odoo Online)

If using Odoo On-premise, skip this step.

Mapsly uses your Odoo administrator credentials in your Odoo instance to sync data. However, unlike in Odoo On-premise, in Odoo Online (<domain>.odoo.com), users are initially created without a local password; instead, you are logged in to your Odoo Online instance via the Odoo Online authentication system, not with your instance's administrator's credentials. To enable the use of API in your Odoo Online instance, set a password for your administrator user account:

  • Log in to your Odoo Online instance as an administrator

  • Go to Configuration ‣ Settings ‣ General settings ‣ Users ‣ Users

  • Click on the user you want to use for API access

  • Click the Change Password button

  • Set a New Password value then click Change Password.

2. Follow Mapsly sign-up guide

To create your Mapsly account and connect it to your Odoo CRM, following this Mapsly sign-up wizard.
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Please note that on step #3 "Access to data" you'll be prompted to enter your Odoo administrator's login and password, as well as your full Odoo server URL (Odoo web application URL) including "https://" (like https://dev2mapsly.odoo.com), as well as your Odoo database name:

Installing and configuring the extension

To install Mapsly extension in your Odoo instance simply follow the steps:

  1. Download Mapsly extension and conector and add them to your /addons folder:
    ​Mapsly Extension:
    ​https://apps.odoo.com/apps/modules/16.0/mapsly_connector/
    ​Connector:
    ​https://apps.odoo.com/apps/modules/14.0/connector/

  2. Go to Apps, search and install Mapsly extension

  3. After installing extension you will need to create mapsly.api_key . To generate that key, inside Mapsly go to Setup > Odoo > General properties:

    and click Generate button:
    ​

  4. In your Odoo settings activate the developer mode
    ​


    ​

  5. Go to Settings > Technical > System parameters:

  6. Create mapsly.api_key parameter and save the previously generated API key here:


    ​

  7. Make sure web.base.url parameter exactly matches the "Odoo server URL" you set while creating a mapsly data source.
    ​

    If it doesn't match, edit the parameter value.
    ​

  8. Create web.base.url.freeze parameter with value True
    ​


    ​

  9. Configuration is complete and you can now open Mapsly inside your Odoo instance:
    ​


    ​

How to log into Mapsly

To log into Mapsly, go to app.mapsly.com and enter your Mapsly login and password into the Mapsly login form.

More information

How to add Odoo CRM as a data source to an existing Mapsly account

If you already have an a Mapsly account, you can add your Odoo CRM as a data source to it:

  • Go to Setup in the Mapsly main menu:

  • Click the + button, select Odoo and follow instructions on the screen:

Note!

If you encounter the following error:

[500] Connected to Odoo database successfully but method ‘search_read’ on ‘ir.model’ returned error you

This means that your Odoo instance needs to be updated to the recent most commit which was fixed by Odoo on March 22, 2022.

If you are still seeing the above error, you need to scroll down and check the module's name that causes this error:

Then, you need to verify this inside Odoo by going to Settings:

Activate the developer mode:

Go to Technical > Models:

Search for that model:

If you are seeing the same error, as inside Mapsly, it means that this issue is caused by Odoo. Please contact the Odoo support team.

Adding more users to Mapsly

Follow this guide to add or remove users in Mapsly.

Please note that you will need to add to Mapsly only those users who will actually be using Mapsly (not all Odoo users). Also, it is possible to add users to Mapsly who are not registered in Odoo.

Using Mapsly with Odoo ERP

Unfortunately Mapsly connector is not supported for Odoo ERP and can be integrated only with Odoo CRM module.

More useful articles

If you'd like to see on the map only standard objects like contacts, the wizard's instructions are self-explanatory. In more complex scenarios when you'd like to see other objects in Mapsly as well or use coordinates instead of an object's address, please refer to these articles:

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