Mapsly is a standalone software platform that exchanges data with your Quickbase through its API. Follow the steps below to set up your Mapsly trial account with Quickbase.
1. Sign up for Mapsly trial
Register Mapsly trial account by following Mapsly sign-up wizard.
2. Connect your Quickbase account
Once you complete the sign up wizard:
Go to Setup in the Mapsly main menu:
In Setup click the + button to add new data source, select Quickbase and follow instructions on the screen:
You'll be prompted to enter your Client token, AppId and your hostname without "https://" (like mapsly.quickbase.com).
Find instructions how to find Client token, AppId and Hostname for your Quickbase below.
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.
Client token, AppId and hostname for your Quickbase account
Client token
To create a Client token go to My preferences:
Click on 'Manage my user tokens...':
Then click on 'New user token' at top right:
Fill in the fields 'Assign token to apps' and 'Name' and click 'Save'. Then, copy the newly created token to the Client token field inside Mapsly:
AppId
To find the AppId go to Manage my account
Then go to Apps in left menu and find your AppId in ID column.
Hostname
Hostname is the URL of your Quickbase account without 'https://', for example mapsly.quickbase.com.
3. Configure webhooks with Mapsly API to sync deleted records
In order to be able to sync records that were deleted in your Quickbase to Mapsly you need to create and configure webhooks. To create a webhook, do the following:
Generate API Key for your data source
First, generate the API key as described in this guide.
Create a webhook in Quickbase
Open the table settings of the table for which you are planning to sync deleted records:
Click on the '+ New' button at Webhooks:
Click on '+ New Webhook' button:
Configure the webhook. You need to select - when your table is deleted. The endpoint URL should have the following format:
https://api.mapsly.com/v1/deleterecord?apikey=your_Mapsly_api_key&entity=%dbid%&id=[Record ID#]
where you need to replace your_Mapsly_api_key with your inbound API key. Finally, the HTTP method needs to be set to 'GET':
How to open Mapsly
There are two ways to open and then use Mapsly:
Inside Quickbase. If you prefer this way, install Mapsly to your Quickbase app.
In a separate tab, go to app.mapsly.com and enter your Mapsly login and password into the Mapsly login form.
More information
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 Quickbase users).
Also, adding users to Mapsly who are not registered in Quickbase is possible.
More useful articles
If you'd like to see only standard objects like contacts on the map, 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);