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[Excel/CSV] Mapsly setup guide

Learn how to start using Mapsly with your Excel/CSV as the data source

Erik avatar
Written by Erik
Updated today

To start using Mapsly with your Excel/CSV data, you will need to:

  1. Sign up for a new Mapsly account.

  2. Prepare your Excel/CSV file for import in Mapsly.

  3. Add Excel/CSV as a new data source to Mapsly.

  4. Go through setup steps to import the data.

This guide will walk you through these steps.

1. Sign up for a new Mapsly account

If you haven't done it already, sign up for a new trial Mapsly account by going to Mapsly sign-up page. Your account will be free for 14 days, and no credit card is required at signup.

If you already have an account, log in here.

2. Prepare your Excel/CSV Spreadsheet for import

To make your Excel/CSV file compatible with Mapsly, make sure all sheets that you are planning to use in Mapsly meet following requirements:

Requirement #1: The first column should contain unique values to be used as IDs

In Mapsly, you can not only view your data on the map but also modify it, create new records from the map, or delete.

To support this two-way data sync, Mapsly requires that the first column (column A) of each sheet connected to Mapsly contain IDs—unique values that Mapsly will use as identifiers.

If some IDs are empty in the ID column, Mapsly will generate them during the import.

If you don't yet have an ID column, you can insert it as column A and fill it in with unique auto-incremented values.

Requirement #2: The first row should contain column names, and optionally, field types and identifiers

Mapsly expects the first row to contain column names (and optionally, their types and identifiers), so ensure your first row contains column names, not data. If your sheet currently contains data in the first row, insert a new row at the top and manually fill in column names.

Note:

  • Mapsly will automatically skip columns with empty values in the first row.

  • Each sheet should contain more than 1 column; otherwise, it will be ignored during the import.

3. Add Excel/CSV as a new data source

To add your Excel/CSV as a data source to your Mapsly account:

  • Go to Setup in the main menu

  • Click + button

  • Select Excel/CSV from the list of connectors

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  • Select the prepared Excel/CSV Spreadsheet

  • Click on Proceed

4. Select the Sheets you need in Mapsly and specify additional details: column types, address, name and ID columns

Step 1. Choose sheets to import

Select the required Sheets to be imported and click Proceed:

Step 2. Columns to import

Wait for the data analysis of the selected sheets. Mapsly will determine the number and types of columns to be imported. Once finished, review and update them on the Columns to import step:

Click Edit columns to review labels and types of columns. Mapsly checks the first 10 rows of each sheet and suggests the Data type.

There are 8 data types supported:

  • text

  • integer

  • float with option to select decimal separator

  • boolean

  • date and datetime with option to specify format (learn more about date format using this link)

  • picklist with option to view, add or remove values

  • lookup with option to select related sheet

Proceed to the next step once all columns are reviewed or updated.

Step 3. Names and locations

Indicate which column(s) Mapsly should use as the object's address and name for each sheet.

If necessary, create virtual address field(s)

If your Sheets rows contain address components in separate columns, create a virtual address field by clicking the New address field link under the Address selector and mapping your columns onto the address components:

Your new virtual address field will be automatically selected as your Address field.

If you have GPS coordinates, map them in addition to Address

If you have columns with the Latitude and Longitude, you may map them by clicking the crosshairs icon:

Note. If you have mapped both your Address and coordinates, Mapsly will use coordinates whenever they are not empty, and the Address otherwise. Mapping the GPS coordinates would also enable the Move command in the record's map popup.

Step 4. Importing your data

Once all parameters are set, the final step of the process is Data Import to Mapsly.

Click Proceed to finish the Excel/CSV setup in Mapsly.

Implementation is included in your Mapsly subscription!

Your Mapsly subscription comes with implementation services, so we're inviting you to book a web call with our engineer today - to learn more about your use scenario and help you integrate Mapsly with your system. You may also ask us for help in chat any time 24/7.

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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