Mapsly is a standalone software platform that exchanges data with your Smartsheet account through its API and allows Smartsheet users to automatically log into Mapsly with their Smartsheet user credentials.
Note: Depending on your Smartsheet plan the setup guide will differ:
If you are on the Individual Smartsheet plan
If you are on the Free, Business or Enterprise plan
In order to be able to connect to Mapsly via SSO, your Smartsheet account needs to have a team. If you haven't yet created a team, you need to click Invite Your Team (if you don't see this button, then it means you are already in a team and can skip this step):
Then type your teammate's email and click on Send invite:
Now your Smartsheet account is ready to be connected to Mapsly.
To sign up for a new Mapsly account, go to the app.mapsly.com and click the Smartsheet logo:
You will see a popup where you'll be prompted to sign in to your Smartsheet account and confirm application to grant Mapsly access:
Then, when prompted, click Create new Mapsly account and follow instructions of the Mapsly sign-up wizard:
How to map Address and Name fields
After you select objects to import, you will need to select their Address and Name fields. It is mandatory to select the Name field, while Address field is required if you want to see records on the map.
How to log into Mapsly
To log into Mapsly (on both desktop and mobile) click the Smartsheet logo at the Mapsly login page app.mapsly.com (shown above) and - if prompted - sign into your Smartsheet user account. Mapsly will recognize your Smartsheet account id and log you into your Mapsly user account.
Linking exiting Mapsly account to your Smartsheet organization
If you already have a Mapsly account which you'd like to link to your existing Smartsheet organization, simply make sure to click Link existing Mapsly account and enter your Mapsly account login and password:
This will link the two accounts via Single Sign-On.
Adding more users to Mapsly
New Smartsheet users are added to your Mapsly account automatically when they log into Mapsly with their Smartsheet 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);