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[Insightly CRM] Mapsly setup guide
[Insightly CRM] Mapsly setup guide

Learn how to sync updates between Insightly CRM and Mapsly

Erik avatar
Written by Erik
Updated over a week ago

This guide explains how to push updates from Insightly CRM to Mapsly and back from Mapsly to Insightly CRM using Zapier & API.

Prepare your data using Google Sheets

In order to set up integration between Insightly CRM and Mapsly you need to prepare a Google Sheet that will contain data for a one-time import. For this example we will use a simple Customers database that will contain the following fields: id, Name, and Address:

Then, create a new Google Sheet, create the corresponding columns and import your data to your Google Sheet:

Keep in mind, that the id field has to be stored in column A. If you want to configure different field types, please use this Google Sheets configuration guide.

Then, connect your Google Sheets to Mapsly as described in this guide.

After you import your sheet you can disable the sync between Google Sheets and Mapsly since it is no longer needed:

Generate API key

Generate an API key to your newly created data source by following this guide.

Send data from Insightly to Mapsly

There are 2 ways to synchronize your data from Insightly to Mapsly: via Zapier and via API (webhooks). Below we will explore both options.

Using Zapier

1- Log into your Zapier account, press Make a Zap:

2- Search for "Insightly" app and create a new Zap with trigger "New Record":

3- Connect your Insightly account to Zapier:

In order to connect, you need to get your Insightly API key. You can do it in the User Settings:

4- Set up trigger:

5- Select Mapsly as your Action app:

6- Choose "Create/Update Record" event for Mapsly:

7- Connect your Mapsly account:

In the pop-up window that will open, enter the Mapsly API key you generated earlier:

8- Add every field that you would like to synchronize and pick corresponding Insightly fields:

9- Test and Publish Zap:

You can send a test request inside Zapier and then Publish Zap. After that, you can go to Insightly and create/update a record and check if it was successfully saved to Mapsly.

Your zaps will be executed immediately on any newly created item in Insightly:

Now you need to create a similar zap for the "Updated Record" trigger. The configuration is exactly the same as for the above zap.

Send data from Mapsly to Insightly

To send data from Mapsly back to Insightly you need to create a workflow with the trigger "Created" and then add "Invoke URL" action:

In the Invoke URL action you need to add the following target URL:

Then, you need to choose Method: POST, Content Type: JSON and add Authorization with the key in base64 encoding where API key is the username, while leaving the password empty.

After that, you need to add the body, for example:

"FIRST_NAME": {{ record.Name }},
"ADDRESS_MAIL_STREET": {{ record.Address }}

To create "Update contact" workflow, you can again, create a workflow on "Updated" trigger and then add an Invoke URL action with the target URL:

while the body can be the same:

"FIRST_NAME": {{ record.Name }},
"ADDRESS_MAIL_STREET": {{ record.Address }}

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.

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