Mapsly is a standalone software platform that exchanges data with your Zendesk Sell account through its API.
IMPORTANT! While Mapsly does work with Zendesk's Sell Team plan, there are a few limitations due to the absence of Firehose API, which comes only with the Sell Growth plan or higher. So we recommend upgrading to Sell Growth to enable this API. For details — see the section Limitations on Sell Team plan below.
Mapsly setup steps
To start using Mapsly you need to complete a few steps:
1. Install Mapsly extension
Open Mapsly extension page and click on the Install button:
Select the account where you need to install Mapsly:
2. Open Mapsly
There are two ways to open and then use Mapsly:
In the Mapsly tab inside Zendesk Sell. If you prefer this way, simply click on Mapsly icon at the top bar:
3. Follow Mapsly account sign-up wizard
Click Create new Mapsly account:
and follow the sign-up wizard instructions.
Limitations on Sell Team plan
When you remove records in your Zendesk Sell, Mapsly uses Zendesk Sell's Firehose API to get notified of these events — to quickly reflect these updates in Mapsly. Also, all events related to appointments, like their creation, updates or removal, are passed exclusively through the Firehose API.
The Firehose API comes only on the Sell Growth plan and is unavailable on Sell Team. So when on Sell Team, Mapsly has to occasionally reimport all Zendesk data to detect the which records were removed in Zendesk. The frequency of such reimports are determined based on the number of records in your Zekdesk, so you may expect a several-hour delay in the sync or removed records, or even days for accounts with tens of thousands of records. Also, On Sell Team Mapsly will not be able to sync calendar events from your Zendesk.
You may avoid these limitations by upgrading to Sell Growth. Once you upgrade, Mapsly will automatically start using the Firehose API and the sync of removed records and calendar events will become part of the regular sync that by default happens every 30 minutes, with the option to increase it to every 10 minutes.
Adding more users to Mapsly
New Zendesk users are added to your Mapsly account with restricted access automatically when they open the Mapsly tab or log into Mapsly with their Zendesk credentials at app.mapsly.com; you don't need to manually add them. Learn more about users and Single Sign-On here.
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:
how to use an object's coordinates stored in the CRM instead of its address in Mapsly (how to skip geocoding for locations that cannot be described by an address or those for which you already have GPS coordinates in your CRM);