Getting started with Mapsly

Data exchange between Mapsly and your CRM and how the CRM data is shown on the map

Sergey Shurygin avatar Gustavo Teran avatar Erik avatar
47 articles in this collection
Written by Sergey Shurygin, Gustavo Teran, and Erik
Settings up Mapsly

Data exchange log

Data exchange log contains data sync events, both inbound and outbound, and lists of affected records
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Written by Sergey Shurygin
Updated over a week ago

Audit log

Audit log contains system events triggered by Mapsly users, like login/logout and changes in data structure
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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
Erik avatar
Written by Erik
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
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Written by Sergey Shurygin
Updated over a week ago

Managing users in Mapsly without "Single Sign-On"

Learn how to add or remove users, when your data source doesn't support "Single Sign-On" with Mapsly
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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
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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
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Written by Sergey Shurygin
Updated over a week ago

[Smartsheet] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with Smartsheet
Erik avatar
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
Erik avatar
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
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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
Erik avatar
Written by Erik
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.
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Written by Sergey Shurygin
Updated over a week ago

[HubSpot] Mapsly setup guide

A step-by-step guide for setting up your Mapsly account with HubSpot
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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
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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
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Written by Sergey Shurygin
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
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Written by Sergey Shurygin
Updated over a week ago

[Pipedrive] Mapsly setup guide

Learn how to set up Mapsly with your Pipedrive
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Written by Sergey Shurygin
Updated over a week ago

Record sharing rules

[Coming in the Spring 2021 release] Extend user's access to records that meet certain criteria
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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)
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Written by Sergey Shurygin
Updated over a week ago

User role hierarchy

[Coming in the Spring 2021 release]: Extend user's access to records owned by their subordinates
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Written by Sergey Shurygin
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
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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Written by Sergey Shurygin
Updated over a week ago

[Zoho CRM] Installation guide

Learn how to set up Mapsly with your Zoho CRM
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Written by Sergey Shurygin
Updated over a week ago

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

Learn how to Mapsly knows where the address field(s) are in your CRM objects and how to change these settings
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Written by Sergey Shurygin
Updated over a week ago

[Zoho] How to use Mapsly with Zoho Creator, Zoho Inventory or any other Zoho app

Use Deluge and Mapsly's integration with Zoho CRM to see and update data from any Zoho app on the map
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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, or any other objects without an address appear on the map based on the location of a related object
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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
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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
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Written by Gustavo Teran
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
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Written by Sergey Shurygin
Updated over a week ago