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Getting started with Mapsly
Getting started with Mapsly
Data exchange between Mapsly and your CRM and how the CRM data is shown on the map
58 articles in this collection
Written by
Sergey Shurygin,
Erik,
and
Alena
Mapsly setup guides
[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
Basic configuration
Center map on a record, GPS coordinates, or map region, when Mapsly opens, using URL commands
Use Mapsly URL commands to determine what Mapsly should
Written by
Sergey Shurygin
Updated over a week ago
[Freshworks] How to embed Mapsly into Freshworks using Embed Widgets
Learn how to embed Mapsly map into Freshworks using Embed Widgets
Written by
Erik
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
Personal preferences
Learn about settings in users' personal preferences
Written by
Sergey Shurygin
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
Share map layers, filters, territory groups and saved places with others
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
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 [COMING SOON]
Automatically give managers access to records by their subordinates by configuring the hierarchy of roles in Mapsly
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
Data import
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
Learn how to activate in Mapsly the new field that you just added in your CRM
Written by
Sergey Shurygin
Updated over a week ago
Working with coordinates
Save "cleansed" addresses and longitude/latitude back to your CRM records
Mapsly can correct errors in the input address, adds missing parts (like zip code), and auto-save the "cleansed" address back to your 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
Issues and solutions
[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