Mapsly is a standalone software platform that exchanges data with your Odoo account through its API.
This guide describes steps for your Odoo Online, please refer to this guide if you have an Odoo On-Premise account.
NOTE! While Mapsly works with both Odoo On-premise and Odoo Online, we strongly recommend using Mapsly with Odoo On-premise because Odoo Online API cannot be called more frequently than once per second, which significantly slows down the automatic assignment of territories and mass-updates of Odoo records from Mapsly and may cause significant delays in synchronization of updates from Odoo to Mapsly while the mentioned processes are in progress. Odoo On-premise doesn't impose such limits on the use of its API, so data sync between Mapsly and Odoo On-premise is significantly faster.
Signing up for a Mapsly account and connecting your Odoo
1. Set a password for your Odoo Online administrator
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
Go to user settings under cog icon, then choose Change Password
Set a New Password value then click Change Password
2. Follow Mapsly sign-up guide
Create a Mapsly account and connect it to your Odoo CRM by following this Mapsly sign-up wizard.
Please note that on step #4 "Access to data" you'll be prompted to enter your Odoo administrator's login and password, your full Odoo server URL (Odoo web application URL) including "https://" (i.e. "https://mycompany.odoo.com"), as well as your Odoo database name:
More information
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.
Adding more users to 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.
Link Odoo to existing Mapsly account
You can connect your Odoo as a data source in your Mapsly account, learn more in this guide.
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);