Mapsly is a standalone software platform that exchanges data with your Zendesk Sell account through its API.
Start using Mapsly you need to complete a few steps:
1. Install Mapsly extension
Open Mapsly extension page and click on Install button:
Select the account where you need to install Mapsly:
Then, you will need to authorize your Mapsly application:
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 top bar:
3. Follow Mapsly account sign-up wizard
Click Create new Mapsly account:
and follow sign-up wizard instructions.
Important to know
The first time import of records will work on all Zendesk plans. However in order to be able to delete records on Zendesk using Mapsly and to import appointments you will need to contact your Account Executive on Zendesk and ask them to convert your plan to Elite for free as a Mapsly client. This is done in order to enable Firehose API.
Therefore, if you do not have Elite plan on Zendesk you need to start this process now, however you do not need to wait until your plan is converted to Elite if you want to start using Mapsly.
Another important thing to know is that due to Zendesk's API, appointments will not be imported during the first-time import. You can only import appointments that were created/updated after the initial import, by refreshing records on Mapsly.
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 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);