Getting started with Mapsly

[Dynamics 365] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with Dynamics 365

Written by Alena
Updated over a week ago

How to install Masply Creatio extension for automatic syncing of removed records

Learn how to install Mapsly Creatio extnesion for automatic syncing of removed records

Written by Erik
Updated over a week ago

[Freshworks] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with Freshworks

Written by Alena
Updated over a week ago

[Quickbase] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with Quickbase

Written by Erik
Updated over a week ago

[Smartsheet] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with Smartsheet

Written by Erik
Updated over a week ago

[Odoo] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with Odoo CRM

Written by Erik
Updated over a week ago

[Zendesk Sell] Mapsly setup guide

Follow this guide to set up your Mapsly account with Zendesk Sell

Written by Sergey Shurygin
Updated over a week ago

[Keap] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with Keap CRM

Written by Erik
Updated over a week ago

[HubSpot] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with HubSpot

Written by Sergey Shurygin
Updated over a week ago

[HubSpot] How to link existing Mapsly account to your HubSpot

Learn how to link your existing Mapsly account to your HubSpot instead of creating a new Mapsly account

Written by Sergey Shurygin
Updated over a week ago

[HubSpot] How to import Quote records into Mapsly

Quote object requires the use of HubSpot API key to be imported and edited in Mapsly. Learn how to set it up.

Written by Sergey Shurygin
Updated over a week ago

[Salesforce] Embedding Mapsly into your Lightning Experience with Mapsly AppExchange extension

A step-by-step guide how to add Mapsly into your Salesforce user interface by installing our Salesforce extension from AppExchange

Written by Sergey Shurygin
Updated over a week ago

[Creatio] Mapsly setup guide

A step-by-step guide for setting up Mapsly with your Creatio CRM

Written by Sergey Shurygin
Updated over a week ago

[Pipedrive] Mapsly setup guide

Learn how to set up Mapsly with your Pipedrive

Written by Sergey Shurygin
Updated over a week ago

[Salesforce] Mapsly setup guide

A step-by-step guide how to set up Mapsly with your Salesforce organization

Written by Sergey Shurygin
Updated over a week ago

[Zoho CRM] How to link existing Mapsly account to your Zoho CRM

Learn how to link your existing Mapsly account to your Zoho CRM organization using Single Sign-On

Written by Sergey Shurygin
Updated over a week ago

[Zoho CRM] Installation guide

Learn how to set up Mapsly with your Zoho CRM

Written by Sergey Shurygin
Updated over a week ago

[Salesforce] How to link existing Mapsly account to your Salesforce organization

Learn how to link your existing Mapsly account to your Salesforce org instead of creating a new Mapsly account

Written by Sergey Shurygin
Updated over a week ago

[Google Sheets] Mapsly setup guide

Learn how to start using Mapsly with your Google Sheets as the data source

Written by Sergey Shurygin
Updated over a week ago

Logs in Mapsly

Learn about Audit log, Data exchange log and Execution log.

Written by Sergey Shurygin
Updated over a week ago

How to create a new CRM record in Mapsly

Learn the various options for creating a new record in your data source directly in Mapsly, manually or automatically

Written by Sergey Shurygin
Updated over a week ago

[HubSpot] How to enable webhooks

Learn how to enable HubSpot webhooks for create/update events

Written by Erik
Updated over a week ago

Data exchange log

Data exchange log contains data sync events, both inbound and outbound, and lists of affected records

Written by Sergey Shurygin
Updated over a week ago

[Zapier] How to setup synchronization using Zapier

Learn how to sync data between your data source and Mapsly using Zapier integration

Written by Erik
Updated over a week ago

[Zoho CRM] How to pin Mapsly tab to the top (move to the left in the menu)

If Mapsly tab is too far down the top menu and is not showing up on top of the page, learn how to pin it to the top

Written by Sergey Shurygin
Updated over a week ago

[Salesforce] Add Mapsly tab to your Sales app

Learn how to add Mapsly tab into your Sales lightning app, as opposed to using the separate Mapsly app

Written by Sergey Shurygin
Updated over a week ago

Signing up for a Mapsly account and adding a data source

Learn how to sign up for a new Mapsly account and add an external IT system as a data source

Written by Sergey Shurygin
Updated over a week ago

Sharing

Share groups of map layers, groups of territories or saved locations with user profiles or individual users

Written by Sergey Shurygin
Updated over a week ago

Managing users in Mapsly without "Single Sign-On"

Learn how to add or remove users who are not registered in your CRM, or when your CRM doesn't support "Single Sign-On" with Mapsly

Written by Sergey Shurygin
Updated over a week ago

[Zoho CRM] How to add Mapsly to Zoho CRM mobile app

Learn how to embed Mapsly into your Zoho CRM mobile app in a tab

Written by Gustavo Teran
Updated over a week ago

Logging in as another user (Administrators only)

Mapsly administrators have the ability to log into Mapsly as any other user in their Mapsly account

Written by Sergey Shurygin
Updated over a week ago

Record sharing rules

Give users access to records that meet certain criteria using record sharing rules in user profiles

Written by Sergey Shurygin
Updated over a week ago

Object's map/table properties; editing default properties and resetting them for a user

Learn how to adjust an map markers and table columns for a specific users and for all new users (default properties)

Written by Sergey Shurygin
Updated over a week ago

User role hierarchy [Under Development]

This is a security feature coming in the Fall 2022 release: it will allow you to extend user's access to records owned by their subordinates

Written by Sergey Shurygin
Updated over a week ago

User profiles and permissions (control who sees what in Mapsly)

Learn how to use profiles to restrict access to objects and fields and record ownership to control access to individual records.

Written by Sergey Shurygin
Updated over a week ago

Add 'weblink' fields to your objects that users can open in a new tab or in an popup with an iFrame

Learn how to add a custom field to you object in a data source so Mapsly would recognize it as a web link that can be opened with a click

Written by Sergey Shurygin
Updated over a week ago

User management and Single Sign-On in Mapsly

Learn how Mapsly admins can add and remove users as well as edit their properties; how it works with the Single Sign-On and without it

Written by Sergey Shurygin
Updated over a week ago

Managing your Mapsly subscription

Subscribe to Mapsly, view your bill estimate, upgrade or downgrade your plan, purchase more user seats and update your payment method

Written by Sergey Shurygin
Updated over a week ago

How to sign into Mapsly with a CRM user account

Learn about how to sign into Mapsly with CRM user credentials for CRMs that support Single Sign-On

Written by Sergey Shurygin
Updated over a week ago

How Single Sign-On works in Mapsly

Learn how the Single Sign-On link between the Mapsly account and your CRM org is created and how it helps user management

Written by Sergey Shurygin
Updated over a week ago

About Mapsly's metadata-driven architecture and data management

Learn more about Mapsly's metadata-driven architecture and how it interacts with its data sources

Written by Sergey Shurygin
Updated over a week ago

Mapsly account sign-up wizard

A detailed step-by-step guide that walks you through the Mapsly sign-up wizard with references to other relevant articles

Written by Sergey Shurygin
Updated over a week ago

How to add a CRM object (module) to Mapsly

Learn how to activate a CRM object in Mapsly after you already signed up for a Mapsly account

Written by Sergey Shurygin
Updated over a week ago

How to pick field(s) to be used as object's address

Learn how Mapsly knows where the address field(s) are in your CRM objects and how to change these settings

Written by Sergey Shurygin
Updated over a week ago

How to see Deals and Opportunities on the map based on their account address

Learn how to make Deals, Opportunities and other objects without their own address in the CRM appear on the map

Written by Sergey Shurygin
Updated over a week ago

How to adjust frequency of importing data into Mapsly

Adjust your Mapsly-CRM sync schedule to reduce API limit consumption

Written by Sergey Shurygin
Updated over a week ago

How to see which records have invalid or missing addresses

Use records' processing statuses to resolve issues in their location information

Written by Sergey Shurygin
Updated over a week ago

How to see a newly added CRM field in Mapsly

When you add a new custom CRM field, activate it in Account settings

Written by Sergey Shurygin
Updated over a week ago

Save "cleaned" addresses and longitude/latitude back to your CRM records

During geocoding Mapsly corrects any errors in the input address and adds missing parts (if any), and you may import "clean" address to CRM.

Written by Sergey Shurygin
Updated over a week ago

How to use GPS coordinates from CRM as record’s location

Learn how to how to use longitude and latitude from your CRM as record’s location (in combination with or instead of the address)

Written by Sergey Shurygin
Updated over a week ago

How to move a point in Mapsly

How to change a record’s location right on the map in Mapsly

Written by Sergey Shurygin
Updated over a week ago

[Creatio] Recompiling Creatio instance

Learn how to recompile your Creatio instance

Written by Erik
Updated over a week ago

[Zoho CRM] When I open Mapsly tab I see "SAML SSO FAILED" on a white screen

Why am I seeing a "SAML SSO (Single Sign-On) is disabled for this Connected app" message when I open Mapsly tab in my Zoho CRM

Written by Sergey Shurygin
Updated over a week ago

[Zoho CRM] How to turn on the Single Sign-On

If you installed the extension but didn't check the SAML Single Sign-On checkbox right away, this guide will explain how to do it

Written by Sergey Shurygin
Updated over a week ago

Why am I not seeing some CRM records on the map?

Learn what can be preventing Mapsly from showing your CRM records on the map and what to do next

Written by Sergey Shurygin
Updated over a week ago

[Zoho CRM] Why do I get an “API limit reached” notification?

Learn how Zoho CRM API limits work and how to resolve this issue

Written by Sergey Shurygin
Updated over a week ago