# Mapsly Help Center

> Help center for Mapsly

## Getting started with Mapsly

- [Bulk import/update users](https://help.mapsly.com/en/articles/10294000-bulk-import-update-users.md): Easily manage your users with bulk import and update functionality.
- [Release Notes](https://help.mapsly.com/en/articles/11638996-release-notes.md): A changelog of the latest updates for Mapsly
- [Mapsly Mobile App Update July 2026](https://help.mapsly.com/en/articles/16096032-mapsly-mobile-app-update-july-2026.md): Learn about the updates to the Mapsly Mobile App
- [Which payment methods does Mapsly support? Can I pay annually?](https://help.mapsly.com/en/articles/7730183-which-payment-methods-does-mapsly-support-can-i-pay-annually.md)
- [How usage-based fees work in Mapsly](https://help.mapsly.com/en/articles/7730192-how-usage-based-fees-work-in-mapsly.md): Learn how Mapsly adjusts the records fee and the storage fee based on your usage
- [How much does Mapsly cost?](https://help.mapsly.com/en/articles/7729195-how-much-does-mapsly-cost.md): What's the price of a Mapsly subscription? How much does a user cost?
- [\[Freshworks\] How to embed Mapsly into Freshworks using Embed Widgets](https://help.mapsly.com/en/articles/5824741-freshworks-how-to-embed-mapsly-into-freshworks-using-embed-widgets.md): Learn how to embed Mapsly map into Freshworks using Embed Widgets
- [Center map on a record, GPS coordinates, or map region, when Mapsly opens, using URL commands \(URL parameters\)](https://help.mapsly.com/en/articles/6421961-center-map-on-a-record-gps-coordinates-or-map-region-when-mapsly-opens-using-url-commands-url-parameters.md): Use Mapsly URL commands to determine what Mapsly should
- [Logs in Mapsly](https://help.mapsly.com/en/articles/5401278-logs-in-mapsly.md): Learn about Audit log, Data exchange log and Execution log.
- [How to create a new CRM record in Mapsly](https://help.mapsly.com/en/articles/5391881-how-to-create-a-new-crm-record-in-mapsly.md): Learn the various options for creating a new record in your data source directly in Mapsly, manually or automatically
- [\[HubSpot\] How to enable webhooks](https://help.mapsly.com/en/articles/5377538-hubspot-how-to-enable-webhooks.md): Learn how to enable HubSpot webhooks for create/update events
- [Data exchange log](https://help.mapsly.com/en/articles/5174880-data-exchange-log.md): Data exchange log contains data sync events, both inbound and outbound, and lists of affected records
- [Personal preferences](https://help.mapsly.com/en/articles/5609806-personal-preferences.md): Learn about settings in users' personal preferences
- [\[Zapier\] How to set up synchronization using Zapier](https://help.mapsly.com/en/articles/4966574-zapier-how-to-set-up-synchronization-using-zapier.md): Learn how to sync data between your data source and Mapsly using Zapier integration
- [\[Zoho CRM\] How to pin Mapsly tab to the top](https://help.mapsly.com/en/articles/4342278-zoho-crm-how-to-pin-mapsly-tab-to-the-top.md): If the Mapsly tab appears at the bottom of Modules menu and isn’t visible at the top of the page, you can pin it for quicker acces
- [\[Salesforce\] Add Mapsly tab to your Sales app](https://help.mapsly.com/en/articles/4339143-salesforce-add-mapsly-tab-to-your-sales-app.md): Learn how to add Mapsly tab into your Sales lightning app, as opposed to using the separate Mapsly app
- [Signing up for a Mapsly account and adding a data source](https://help.mapsly.com/en/articles/4809133-signing-up-for-a-mapsly-account-and-adding-a-data-source.md): Learn how to sign up for a new Mapsly account and add an external IT system as a data source
- [Share map layers, filters, territory groups and saved places with others](https://help.mapsly.com/en/articles/5138922-share-map-layers-filters-territory-groups-and-saved-places-with-others.md): Share groups of map layers, groups of territories or saved locations with user profiles or individual users
- [Managing users in Mapsly without "Single Sign-On"](https://help.mapsly.com/en/articles/4747108-managing-users-in-mapsly-without-single-sign-on.md): 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
- [Logging in as another user \(Administrators only\)](https://help.mapsly.com/en/articles/4559136-logging-in-as-another-user-administrators-only.md): Mapsly administrators have the ability to log into Mapsly as any other user in their Mapsly account
- [Record sharing rules](https://help.mapsly.com/en/articles/4353717-record-sharing-rules.md): Give users access to records that meet certain criteria using record sharing rules in user profiles
- [Object's map/table properties; editing default properties and resetting them for a user](https://help.mapsly.com/en/articles/4361112-object-s-map-table-properties-editing-default-properties-and-resetting-them-for-a-user.md): Learn how to adjust an map markers and table columns for a specific users and for all new users \(default properties\)
- [User role hierarchy with record sharing rules](https://help.mapsly.com/en/articles/4353681-user-role-hierarchy-with-record-sharing-rules.md): Use record sharing rules to model a user hierarchy in Mapsly. Start with the base object and field permissions in the profile, then add sharing rules to grant additional access to records at lower ...
- [User profiles and permissions \(control who sees what in Mapsly\)](https://help.mapsly.com/en/articles/4337620-user-profiles-and-permissions-control-who-sees-what-in-mapsly.md): Learn how to use profiles to restrict access to objects and fields and record ownership to control access to individual records.
- [Add 'weblink' fields to your objects that users can open in a new tab or in an popup with an iFrame](https://help.mapsly.com/en/articles/4439329-add-weblink-fields-to-your-objects-that-users-can-open-in-a-new-tab-or-in-an-popup-with-an-iframe.md): 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
- [User management and Single Sign-On in Mapsly](https://help.mapsly.com/en/articles/4340451-user-management-and-single-sign-on-in-mapsly.md): 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
- [Managing your Mapsly subscription](https://help.mapsly.com/en/articles/4340706-managing-your-mapsly-subscription.md): Subscribe to Mapsly, view your bill estimate, upgrade or downgrade your plan, purchase more user seats and update your payment method
- [How to sign into Mapsly with a CRM user account](https://help.mapsly.com/en/articles/4340630-how-to-sign-into-mapsly-with-a-crm-user-account.md): Learn about how to sign into Mapsly with CRM user credentials for CRMs that support Single Sign-On
- [How Single Sign-On works in Mapsly](https://help.mapsly.com/en/articles/4340577-how-single-sign-on-works-in-mapsly.md): Learn how the Single Sign-On link between the Mapsly account and your CRM org is created and how it helps user management
- [About Mapsly's metadata-driven architecture and data management](https://help.mapsly.com/en/articles/4337611-about-mapsly-s-metadata-driven-architecture-and-data-management.md): Learn more about Mapsly's metadata-driven architecture and how it interacts with its data sources
- [Mapsly account sign-up wizard](https://help.mapsly.com/en/articles/4339762-mapsly-account-sign-up-wizard.md): A detailed step-by-step guide that walks you through the Mapsly sign-up wizard with references to other relevant articles
- [How to add a CRM object \(module\) to Mapsly](https://help.mapsly.com/en/articles/4323026-how-to-add-a-crm-object-module-to-mapsly.md): Learn how to activate a CRM object in Mapsly after you already signed up for a Mapsly account
- [How to pick field\(s\) to be used as object's address](https://help.mapsly.com/en/articles/4324626-how-to-pick-field-s-to-be-used-as-object-s-address.md): Learn how Mapsly knows where the address field\(s\) are in your CRM objects and how to change these settings
- [How to see Deals and Opportunities on the map based on their account address](https://help.mapsly.com/en/articles/4260833-how-to-see-deals-and-opportunities-on-the-map-based-on-their-account-address.md): Learn how to make Deals, Opportunities and other objects without their own address in the CRM appear on the map
- [How to adjust frequency of importing data into Mapsly](https://help.mapsly.com/en/articles/4312788-how-to-adjust-frequency-of-importing-data-into-mapsly.md): Adjust your Mapsly-CRM sync schedule to reduce API limit consumption
- [\[viaSocket\] How to set up synchronization using viaSocket](https://help.mapsly.com/en/articles/10333686-viasocket-how-to-set-up-synchronization-using-viasocket.md): Learn how to sync data between your data source and Mapsly using viaSocket integration
- [\[Integrately\] How to set up synchronization using Integrately](https://help.mapsly.com/en/articles/12285830-integrately-how-to-set-up-synchronization-using-integrately.md): Learn how to sync data between your data source and Mapsly using Integrately integration
- [Changing user profile](https://help.mapsly.com/en/articles/13488600-changing-user-profile.md): How to change user profile group and modify their access levels
- [Data Source Mappings](https://help.mapsly.com/en/articles/13716055-data-source-mappings.md): Finish setup of your data source with mapping settings
- [Save "cleansed" addresses and longitude/latitude back to your CRM records](https://help.mapsly.com/en/articles/4473720-save-cleansed-addresses-and-longitude-latitude-back-to-your-crm-records.md): Mapsly can correct errors in the input address, adds missing parts \(like zip code\), and auto-save the "cleansed" address back to your CRM
- [How to use GPS coordinates from CRM as record’s location](https://help.mapsly.com/en/articles/4312038-how-to-use-gps-coordinates-from-crm-as-record-s-location.md): Learn how to how to use longitude and latitude from your CRM as record’s location \(in combination with or instead of the address\)
- [How to move a point in Mapsly](https://help.mapsly.com/en/articles/4312063-how-to-move-a-point-in-mapsly.md): How to change a record’s location right on the map in Mapsly

## Map analysis

- [Why am I not seeing some CRM records on the map?](https://help.mapsly.com/en/articles/4356374-why-am-i-not-seeing-some-crm-records-on-the-map.md): Learn what can be preventing Mapsly from showing your CRM records on the map and what to do next
- [Search bar filter](https://help.mapsly.com/en/articles/5361147-search-bar-filter.md): Learn how to set up and user search bar filters
- [Dynamic map layers](https://help.mapsly.com/en/articles/4361536-dynamic-map-layers.md): Learn how to create dynamic map layers using the visual formula builder and use it in combination with map filters and table filters
- [Using the "base" location](https://help.mapsly.com/en/articles/5378448-using-the-base-location.md): Set the "base" location to view circles of equal distance \(isocircles\) and filter records by their Distance column
- [Dynamic map filters](https://help.mapsly.com/en/articles/4360684-dynamic-map-filters.md): Learn how to create and apply dynamic map filters and use it in combination with dynamic map layers and table filters
- [Circles of equal distance \(isocircles\)](https://help.mapsly.com/en/articles/5380833-circles-of-equal-distance-isocircles.md): View circles of equal distance around the base location
- [How to use Mapsly formula builder](https://help.mapsly.com/en/articles/4309381-how-to-use-mapsly-formula-builder.md): Learn how to use formula builder to get the most out of views and layers
- [Table view filter](https://help.mapsly.com/en/articles/4361113-table-view-filter.md): Learn how table filter works and how to use it in conjunction with other geo-analysis tools in Mapsly
- [Filter records by direct distance from a location](https://help.mapsly.com/en/articles/5380848-filter-records-by-direct-distance-from-a-location.md): Set the "base" location and then filter records by a direct distance automatically calculated by Mapsly for all records
- [How to see which records have invalid or missing addresses](https://help.mapsly.com/en/articles/4312219-how-to-see-which-records-have-invalid-or-missing-addresses.md): Use records' processing statuses to resolve issues in their location information
- [Table view modes](https://help.mapsly.com/en/articles/4360549-table-view-modes.md): Learn how to change the scope of the Table view and see different sets of data depending on your current needs
- [Customize map popup template](https://help.mapsly.com/en/articles/6067554-customize-map-popup-template.md)
- [How to delete marker labels to speed up map rendering](https://help.mapsly.com/en/articles/4388125-how-to-delete-marker-labels-to-speed-up-map-rendering.md): If you decrease the map cluster radius or turn off clustering at a certain zoom level and notice slow map rendering, hide marker labels
- [Map rendering settings](https://help.mapsly.com/en/articles/4389158-map-rendering-settings.md): Learn how to adjust map transparency, tiles and clustering settings
- [Edit your CRM data in Mapsly in real time](https://help.mapsly.com/en/articles/4428656-edit-your-crm-data-in-mapsly-in-real-time.md): Mapsly allows you to edit your CRM records right on the map one-by-one, or mass-update them in the Table view
- [How to create a record from a map location](https://help.mapsly.com/en/articles/5056101-how-to-create-a-record-from-a-map-location.md): Learn how to create new records and export them to your CRM
- [Implement custom actions by editing CRM fields in Mapsly](https://help.mapsly.com/en/articles/4427417-implement-custom-actions-by-editing-crm-fields-in-mapsly.md): Learn how to allow Mapsly users to send emails, texts or trigger custom CRM workflows right from the map to a subset of your records
- [Heatmap](https://help.mapsly.com/en/articles/5639855-heatmap.md): Create heatmaps based on record count or a field's values, from a whole object or just one layer, with adjustable color scale
- [Isochrones](https://help.mapsly.com/en/articles/6053952-isochrones.md): View distance by travel time as isochrones
- [List view](https://help.mapsly.com/en/articles/5187658-list-view.md): Learn how to set up and use the List view
- [How to see Google street view for a location](https://help.mapsly.com/en/articles/4389220-how-to-see-google-street-view-for-a-location.md): Google street view is available for every point on the map
- [Print maps](https://help.mapsly.com/en/articles/5729925-print-maps.md): Print maps of any size up to A0, with adjustable paper size and orientation

## Field team management

- [Calendar bottom view](https://help.mapsly.com/en/articles/13508507-calendar-bottom-view.md): Learn how to use the Bottom calendar view
- [Routing overview](https://help.mapsly.com/en/articles/5884479-routing-overview.md): Learn how to use Mapsly routing tools to increase efficiency of your sales and service teams
- [How many points \(stops, locations\) can I add to a route?](https://help.mapsly.com/en/articles/7729002-how-many-points-stops-locations-can-i-add-to-a-route.md): How many locations \(route jobs\) may I add to the Route panel during a trial, and on Each of the Mapsly plans
- [Routing: Building a route. Saving/loading routes. Following a route.](https://help.mapsly.com/en/articles/4810324-routing-building-a-route-saving-loading-routes-following-a-route.md): Learn how to build an optimal route in Mapsly, save it to use it later, load an existing route and follow your route
- [Mass-update users' traveling preferences](https://help.mapsly.com/en/articles/7193906-mass-update-users-traveling-preferences.md): Learn how to view and update traveling preferences for multiple users at once
- [Routing: Planning routes for multiple users and/or multiple days. Viewing, \(re-\)assigning, \(mass-\)deleting routes, and copying route sessions.](https://help.mapsly.com/en/articles/5586655-routing-planning-routes-for-multiple-users-and-or-multiple-days-viewing-re-assigning-mass-deleting-routes-and-copying-route-sessions.md): Learn how to plan routes for other Mapsly users and re-assign existing routes to users, one by one or in multiple routes at once
- [Route viewer](https://help.mapsly.com/en/articles/7182185-route-viewer.md): Learn how to use the Route viewer to see routes for a particular user\(s\) and date\(s\), including multiple routes at once
- [Trip mode](https://help.mapsly.com/en/articles/5315521-trip-mode.md): Use trip mode to follow your route and focus on your next activity, one at a time, with relevant actions at your fingertips.
- [Navigate to a location using your preferred navigation](https://help.mapsly.com/en/articles/5566531-navigate-to-a-location-using-your-preferred-navigation.md): Learn how to navigate to a map point using your favorite navigation app like Google Maps, Apple Maps or Waze
- [Traveling preferences](https://help.mapsly.com/en/articles/5565183-traveling-preferences.md): Set your working hours, default start/end locations, meeting duration, departure delay, early and late tags, and preferred navigation app.
- [\(Re-\)planning for the current day. Using "Today's start time/location" modal](https://help.mapsly.com/en/articles/5970420-re-planning-for-the-current-day-using-today-s-start-time-location-modal.md): Learn how to select start time and location for each user to plan or replan their today's routes.
- [Routing: how to add Calendar events to routes](https://help.mapsly.com/en/articles/4882329-routing-how-to-add-calendar-events-to-routes.md): Build routes for your sales reps using appointments from your CRM's calendar
- [Save frequently visited locations and use them later. Share with your team.](https://help.mapsly.com/en/articles/5608343-save-frequently-visited-locations-and-use-them-later-share-with-your-team.md): Save your most used addresses to 'Saved places' and add them to a route or select as start and finish points in 2 clicks. Share with others.
- [Truck routing](https://help.mapsly.com/en/articles/4721512-truck-routing.md): Build optimized truck routes using one of the truck travel modes and a variety of truck parameters
- [Google Maps route link shows wrong starting location on a mobile phone](https://help.mapsly.com/en/articles/4312870-google-maps-route-link-shows-wrong-starting-location-on-a-mobile-phone.md): Strict location permissions may prevent your Google Maps app from correctly identifying your starting location when you open a route link.
- [Routing settings](https://help.mapsly.com/en/articles/5895823-routing-settings.md): Control your objects' and users' routing parameters directly from your CRM. Set their default values. Define vehicle types.
- [Editing a route with Rerouting point](https://help.mapsly.com/en/articles/9996919-editing-a-route-with-rerouting-point.md): Reroute on the Go: add more activities on the way, rebuild a route from current location via Rerouting point.
- [Editing route job parameters](https://help.mapsly.com/en/articles/7872744-editing-route-job-parameters.md): View and update a route job's parameters
- [Plan long-haul continuous routes with night stops along the way](https://help.mapsly.com/en/articles/7208153-plan-long-haul-continuous-routes-with-night-stops-along-the-way.md): Learn how to plan multi-day routes that start and end at specified locations with night rests along your continuous route
- [Clone a route](https://help.mapsly.com/en/articles/10005955-clone-a-route.md): Copy all waypoints from current route to a new one or re-start the trip mode for visited routes
- [Jobs' Parameters](https://help.mapsly.com/en/articles/11071163-jobs-parameters.md): Tailor your visits in detail, taking into account availability windows and any job restrictions
- [Travel-Aware Calendar](https://help.mapsly.com/en/articles/8494262-travel-aware-calendar.md): Plan your calendar meetings using Mapsly's routing engine to minimize travel time and reveal/resolve scheduling conflicts
- [Calendar preferences](https://help.mapsly.com/en/articles/9456689-calendar-preferences.md)
- [Mass-update users' calendar preferences](https://help.mapsly.com/en/articles/9614744-mass-update-users-calendar-preferences.md): Update calendar preferences for multiple users at once
- [Calendar settings](https://help.mapsly.com/en/articles/7832676-calendar-settings.md): Activate and deactivate calendars. Configure custom calnedars.
- ['Edit event' popup](https://help.mapsly.com/en/articles/9773254-edit-event-popup.md): Edit your calendar event in Mapsly
- [Calendar - the most common errors](https://help.mapsly.com/en/articles/10006491-calendar-the-most-common-errors.md): Handling errors during event synchronization from Mapsly to your CRM
- [How to Connect Calendar to Mapsly](https://help.mapsly.com/en/articles/9996200-how-to-connect-calendar-to-mapsly.md)
- [Location tracking \(administrator's guide\)](https://help.mapsly.com/en/articles/5260850-location-tracking-administrator-s-guide.md): Learn how to set up location tracking for your team, view their current and historic location data and steps to ensure reliable tracking
- [Location tracking \(user guide\)](https://help.mapsly.com/en/articles/5584301-location-tracking-user-guide.md): Learn how to activate location tracking on a mobile device, view history of movements and how to ensure uninterrupted tracking
- [Location history viewer](https://help.mapsly.com/en/articles/5824628-location-history-viewer.md): Learn how use location history viewer to display location history of your team by user and date
- [User tracking location daily reports](https://help.mapsly.com/en/articles/5777137-user-tracking-location-daily-reports.md): View auto-generated daily reports summarizing your team's travelled distance and time while their location tracking was active
- [360º view of field teams' performance \(dashboards & charts\)](https://help.mapsly.com/en/articles/9256766-360º-view-of-field-teams-performance-dashboards-charts.md): Analyze your team's performance with powerful dashboards \(fully customizable\)
- [Regular visit planner](https://help.mapsly.com/en/articles/5150346-regular-visit-planner.md): Plan recurring visits to CRM records for individual users or an entire team based on desired frequency, visit duration, and other params
- ['Visit planner' action](https://help.mapsly.com/en/articles/5163398-visit-planner-action.md): Learn how to configure a 'Visit planner' action to cover various planning scenarios

## Mapsly Analytics: drag-n-drop dashboards & charts

- [Analytics overview](https://help.mapsly.com/en/articles/8495844-analytics-overview.md): Drag-n-drop charts & dashboards for data from all your data sources
- [Creating your first chart](https://help.mapsly.com/en/articles/9246627-creating-your-first-chart.md): Learn how to create your first chart
- [Creating your first dashboard](https://help.mapsly.com/en/articles/9246891-creating-your-first-dashboard.md): Learn how to create your first dashboard
- [Dashboards - drill down to details](https://help.mapsly.com/en/articles/9247023-dashboards-drill-down-to-details.md): Learn how to drill down to details for accessing additional data
- [Calculated metrics & columns](https://help.mapsly.com/en/articles/9247015-calculated-metrics-columns.md): Learn how to create calculated metrics & columns
- [How to enable predictive analysis](https://help.mapsly.com/en/articles/9248360-how-to-enable-predictive-analysis.md): Learn how to enable predictive analysis
- [How to enable email reports](https://help.mapsly.com/en/articles/9248376-how-to-enable-email-reports.md): Learn how to set up and create scheduled email reports

## Territory management

- [How Mapsly helps you manage territories in your CRM](https://help.mapsly.com/en/articles/4316601-how-mapsly-helps-you-manage-territories-in-your-crm.md): Why you should use Mapsly in tandem with your CRM as a valuable territory management tool.
- [Territories: adding, editing properties, drawing and exporting shapes](https://help.mapsly.com/en/articles/5629350-territories-adding-editing-properties-drawing-and-exporting-shapes.md): Learn how to create and delete a territory, update edit its properties and data fields, and export it as a GeoJSON file
- [How to create a territory out of postal codes within a fixed distance from a location \(radius\)](https://help.mapsly.com/en/articles/4831783-how-to-create-a-territory-out-of-postal-codes-within-a-fixed-distance-from-a-location-radius.md): Learn how to use the radius circles with geo-library to create territories that contain postal codes within a radius from the base location
- [How to create territories using geo-library](https://help.mapsly.com/en/articles/4707500-how-to-create-territories-using-geo-library.md): Learn how to create territories out of state, provinces, counties and postal code areas
- [How to set up auto-assignment of territories in Mapsly \(step-by-step guide\)](https://help.mapsly.com/en/articles/4806882-how-to-set-up-auto-assignment-of-territories-in-mapsly-step-by-step-guide.md): Learn how to turn on auto-assignment for objects, auto-save assigned territories to the data source and use them in Mapsly
- [Territory groups](https://help.mapsly.com/en/articles/5629360-territory-groups.md): Use territory groups to control territory properties, define data fields \(metrics\) and mass-create territories using the geo-library
- [Import territories](https://help.mapsly.com/en/articles/5629366-import-territories.md): Learn how to import territories from GeoJSON or KML file
- ['Territory group properties' popup](https://help.mapsly.com/en/articles/6060738-territory-group-properties-popup.md): Learn how to edit group properties, add data fields, aggregate metrics, demographics and mass-create territories from geo-library
- ['Demographic metric' popup](https://help.mapsly.com/en/articles/6066631-demographic-metric-popup.md): Learn how to use the 'Demographic metric' popup to explore available US Census Bureau metrics and add them to your territory group
- [\[Zoho CRM\] How to use Mapsly territories with Zoho territory management \(step-by-step guide\)](https://help.mapsly.com/en/articles/4316600-zoho-crm-how-to-use-mapsly-territories-with-zoho-territory-management-step-by-step-guide.md): A step-by-step guide on how to set-up Territory Management in Zoho CRM and Mapsly, and using them to assign accounts to territories.

## Integration

- [How to see a newly added CRM field in Mapsly](https://help.mapsly.com/en/articles/4309481-how-to-see-a-newly-added-crm-field-in-mapsly.md): Learn how to activate in Mapsly the new field that you just added in your CRM
- [How to connect existing Mapsly account to Odoo](https://help.mapsly.com/en/articles/9819033-how-to-connect-existing-mapsly-account-to-odoo.md): Learn how to link your existing Mapsly account to your Odoo instead of creating a new Mapsly account
- [\[Odoo On-Premise\] Mapsly setup guide](https://help.mapsly.com/en/articles/9818984-odoo-on-premise-mapsly-setup-guide.md): A step-by-step guide for setting up your Mapsly account with Odoo On-Premise
- [\[Airtable\] Mapsly setup guide](https://help.mapsly.com/en/articles/12855893-airtable-mapsly-setup-guide.md)
- [\[Airtable\] Existing Mapsly account setup guide](https://help.mapsly.com/en/articles/12858729-airtable-existing-mapsly-account-setup-guide.md)
- [Mapsly outbound IP addresses for firewall allowlisting](https://help.mapsly.com/en/articles/14936815-mapsly-outbound-ip-addresses-for-firewall-allowlisting.md): Use these Mapsly outbound IP addresses when your firewall requires allowlisting for incoming requests from Mapsly.
- [\[GoHighLevel\] Mapsly setup guide](https://help.mapsly.com/en/articles/15204788-gohighlevel-mapsly-setup-guide.md)
- [\[HubSpot\] Mapsly setup guide](https://help.mapsly.com/en/articles/4603946-hubspot-mapsly-setup-guide.md): A step-by-step guide for setting up your Mapsly account with HubSpot
- [\[HubSpot CRM\] How to open a record-centered map](https://help.mapsly.com/en/articles/6451552-hubspot-crm-how-to-open-a-record-centered-map.md): Learn how to add a button that opens a Mapsly map that is centered on the record
- [\[HubSpot\] How to customize timeline events for check-ins](https://help.mapsly.com/en/articles/6455009-hubspot-how-to-customize-timeline-events-for-check-ins.md)
- [\[HubSpot\] How to link existing Mapsly account to your HubSpot](https://help.mapsly.com/en/articles/4690873-hubspot-how-to-link-existing-mapsly-account-to-your-hubspot.md): Learn how to link your existing Mapsly account to your HubSpot instead of creating a new Mapsly account
- [Disconnect Mapsly from HubSpot account](https://help.mapsly.com/en/articles/9286884-disconnect-mapsly-from-hubspot-account.md): Learn how to disconnect your Mapsly account from HubSpot account
- [How to enable 'Edit property' and 'App Marketplace access' permissions](https://help.mapsly.com/en/articles/9813487-how-to-enable-edit-property-and-app-marketplace-access-permissions.md): Know how to enable 'Edit property' and 'App Marketplace access' in HubSpot before creating your Mapsly trial
- [\[HubSpot\] How to add records to a list](https://help.mapsly.com/en/articles/9826093-hubspot-how-to-add-records-to-a-list.md): Learn how to add contacts, companies or deals to HubSpot lists
- [\[Zoho CRM\] Installation guide](https://help.mapsly.com/en/articles/4316338-zoho-crm-installation-guide.md): Learn how to set up Mapsly with your Zoho CRM
- [\[Zoho CRM\] How to turn on the Single Sign-On](https://help.mapsly.com/en/articles/4315671-zoho-crm-how-to-turn-on-the-single-sign-on.md): 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
- [\[Zoho CRM\] How to use Zoho CRM webhooks with Mapsly API to push updates to Mapsly in real time](https://help.mapsly.com/en/articles/4805674-zoho-crm-how-to-use-zoho-crm-webhooks-with-mapsly-api-to-push-updates-to-mapsly-in-real-time.md): Use Zoho CRM webhooks with Mapsly API to sync your CRM records to to Mapsly in real time
- [How to push updates from Mapsly to Zoho Creator or other Zoho Apps using workflows & Zoho API](https://help.mapsly.com/en/articles/5825916-how-to-push-updates-from-mapsly-to-zoho-creator-or-other-zoho-apps-using-workflows-zoho-api.md): Learn how to use workflows and Zoho API to push updates from Mapsly to Zoho Creator, Zoho Inventory or any other Zoho app
- [How to connect your Zoho Creator or other Zoho apps to Mapsly](https://help.mapsly.com/en/articles/4805431-how-to-connect-your-zoho-creator-or-other-zoho-apps-to-mapsly.md): Learn how to use Mapsly API to view and edit your data from Zoho Creator, Zoho Inventory or any other Zoho app
- [\[Zoho CRM\] How to link existing Mapsly account to your Zoho CRM](https://help.mapsly.com/en/articles/4316375-zoho-crm-how-to-link-existing-mapsly-account-to-your-zoho-crm.md): Learn how to link your existing Mapsly account to your Zoho CRM organization using Single Sign-On
- [\[Zoho CRM\] How to open a record-centered map using URL commands \(URL parameters\)](https://help.mapsly.com/en/articles/6397161-zoho-crm-how-to-open-a-record-centered-map-using-url-commands-url-parameters.md): Learn how to add a button that opens a Mapsly map that is centered on the record
- [\[Zoho CRM\] When I open the Mapsly tab I see "SAML SSO FAILED" on a white screen](https://help.mapsly.com/en/articles/4317183-zoho-crm-when-i-open-the-mapsly-tab-i-see-saml-sso-failed-on-a-white-screen.md): Why am I seeing a "SAML SSO \(Single Sign-On\) is disabled for this Connected app" message when I open the Mapsly tab in my Zoho CRM
- [\[Zoho CRM\] Why do I get an “API limit reached” notification?](https://help.mapsly.com/en/articles/4312713-zoho-crm-why-do-i-get-an-api-limit-reached-notification.md): Learn how Zoho CRM API limits work and how to resolve this issue
- [\[Zoho CRM Sandbox\] Installation guide](https://help.mapsly.com/en/articles/10357736-zoho-crm-sandbox-installation-guide.md): Learn how to set up Mapsly with your Zoho CRM Sandbox instance
- [\[Salesforce\] Mapsly setup guide](https://help.mapsly.com/en/articles/4336803-salesforce-mapsly-setup-guide.md): A step-by-step guide how to set up Mapsly with your Salesforce organization
- [\[Salesforce\] How to link existing Mapsly account to your Salesforce organization](https://help.mapsly.com/en/articles/4351237-salesforce-how-to-link-existing-mapsly-account-to-your-salesforce-organization.md): Learn how to link your existing Mapsly account to your Salesforce org instead of creating a new Mapsly account
- [\[Salesforce\] Embedding Mapsly into your Lightning Experience with Mapsly AppExchange extension](https://help.mapsly.com/en/articles/4746368-salesforce-embedding-mapsly-into-your-lightning-experience-with-mapsly-appexchange-extension.md): A step-by-step guide how to add Mapsly into your Salesforce user interface by installing our Salesforce extension from AppExchange
- [\[Creatio\] Mapsly setup guide](https://help.mapsly.com/en/articles/4520834-creatio-mapsly-setup-guide.md): A step-by-step guide for setting up Mapsly with your Creatio CRM
- [How to install Masply Creatio extension for automatic syncing of removed records](https://help.mapsly.com/en/articles/5437156-how-to-install-masply-creatio-extension-for-automatic-syncing-of-removed-records.md): Learn how to install Mapsly Creatio extnesion for automatic syncing of removed records
- [\[Creatio\] Recompiling Creatio instance](https://help.mapsly.com/en/articles/5606709-creatio-recompiling-creatio-instance.md): Learn how to recompile your Creatio instance
- [\[Freshworks\] How to use Freshworks webhooks with Mapsly API to push updates to Mapsly in real time](https://help.mapsly.com/en/articles/5824775-freshworks-how-to-use-freshworks-webhooks-with-mapsly-api-to-push-updates-to-mapsly-in-real-time.md): Use Freshworks webhooks with Mapsly API to sync your CRM records to Mapsly in real time
- [\[Freshworks\] Mapsly setup guide](https://help.mapsly.com/en/articles/5511395-freshworks-mapsly-setup-guide.md): A step-by-step guide for setting up your Mapsly account with Freshworks
- [\[Dynamics 365\] Mapsly setup guide](https://help.mapsly.com/en/articles/5511698-dynamics-365-mapsly-setup-guide.md): A step-by-step guide for setting up your Mapsly account with Dynamics 365
- [\[Dynamics 365\] Error \[500\] Dynamics365 responded with an error](https://help.mapsly.com/en/articles/6973107-dynamics-365-error-500-dynamics365-responded-with-an-error.md): What to do when you see an error \[500\] Dynamics365 responded with an error
- [How to Install Mapsly in Dynamics 365](https://help.mapsly.com/en/articles/11662912-how-to-install-mapsly-in-dynamics-365.md): Follow these steps to get Mapsly up and running smoothly within your Dynamics 365 environment
- [\[Pipedrive\] Mapsly setup guide](https://help.mapsly.com/en/articles/4520721-pipedrive-mapsly-setup-guide.md): Learn how to set up Mapsly with your Pipedrive
- [\[Smartsheet\] Mapsly setup guide](https://help.mapsly.com/en/articles/4745831-smartsheet-mapsly-setup-guide.md): A step-by-step guide for setting up your Mapsly account with Smartsheet
- [\[Zendesk Sell\] Mapsly setup guide](https://help.mapsly.com/en/articles/4707899-zendesk-sell-mapsly-setup-guide.md): Follow this guide to set up your Mapsly account with Zendesk Sell
- [\[Quickbase\] Mapsly setup guide](https://help.mapsly.com/en/articles/5410819-quickbase-mapsly-setup-guide.md): A step-by-step guide for setting up your Mapsly account with Quickbase
- [\[Odoo Online\] Mapsly setup guide](https://help.mapsly.com/en/articles/4742994-odoo-online-mapsly-setup-guide.md): A step-by-step guide for setting up your Mapsly account with Odoo Online
- [\[Keap\] Mapsly setup guide](https://help.mapsly.com/en/articles/4731991-keap-mapsly-setup-guide.md): A step-by-step guide for setting up your Mapsly account with Keap CRM
- [\[Google Sheets\] Mapsly setup guide](https://help.mapsly.com/en/articles/4787414-google-sheets-mapsly-setup-guide.md): Learn how to start using Mapsly with your Google Sheets as the data source
- [\[Database\] Mapsly setup guide](https://help.mapsly.com/en/articles/10934743-database-mapsly-setup-guide.md): Learn how to start using Mapsly with your database as the data source
- [\[Excel/CSV\] Mapsly setup guide: Initial Import and Data Re-upload](https://help.mapsly.com/en/articles/12944175-excel-csv-mapsly-setup-guide-initial-import-and-data-re-upload.md): Learn how to start using Mapsly with your Excel/CSV as the data source and how to keep your data synchronized using the re-upload feature
- [\[Shopify\] Mapsly setup guide](https://help.mapsly.com/en/articles/6316044-shopify-mapsly-setup-guide.md): Learn how to sync updates between Shopify and Mapsly
- [\[Agile CRM\] Mapsly setup guide](https://help.mapsly.com/en/articles/6316179-agile-crm-mapsly-setup-guide.md): Learn how to sync updates between Agile CRM and Mapsly
- [\[Zendesk Support\] Mapsly setup guide](https://help.mapsly.com/en/articles/6316204-zendesk-support-mapsly-setup-guide.md): Learn how to sync updates between Zendesk Support and Mapsly
- [\[Insightly CRM\] Mapsly setup guide](https://help.mapsly.com/en/articles/6316180-insightly-crm-mapsly-setup-guide.md): Learn how to sync updates between Insightly CRM and Mapsly
- [\[Vtiger\] Mapsly setup guide](https://help.mapsly.com/en/articles/6316136-vtiger-mapsly-setup-guide.md): Learn how to sync updates between Vtiger and Mapsly
- [\[Prospect CRM\] Mapsly setup guide](https://help.mapsly.com/en/articles/6316138-prospect-crm-mapsly-setup-guide.md): Learn how to sync updates between Prospect CRM and Mapsly
- [\[Streak\] Mapsly setup guide](https://help.mapsly.com/en/articles/6316098-streak-mapsly-setup-guide.md): Learn how to sync updates between Streak and Mapsly
- [\[HighLevel\] Mapsly setup guide](https://help.mapsly.com/en/articles/10285287-highlevel-mapsly-setup-guide.md): Learn how to sync updates between HighLevel and Mapsly
- [\[Rolldog\] Mapsly setup guide](https://help.mapsly.com/en/articles/11813631-rolldog-mapsly-setup-guide.md)
- [\[Close\] Mapsly setup guide](https://help.mapsly.com/en/articles/12617837-close-mapsly-setup-guide.md): Learn how to sync updates between Close and Mapsly
- [Use Mapsly API to push data to Mapsly in real time](https://help.mapsly.com/en/articles/4785064-use-mapsly-api-to-push-data-to-mapsly-in-real-time.md): Learn how to use Mapsly API to update data from an external data source in real time
- [How to create and configure custom source using Mapsly's Google Sheets connector](https://help.mapsly.com/en/articles/4924715-how-to-create-and-configure-custom-source-using-mapsly-s-google-sheets-connector.md): Learn how to easily connect Mapsly with your custom source
- [Generate API key for your Mapsly data source](https://help.mapsly.com/en/articles/5406270-generate-api-key-for-your-mapsly-data-source.md): Follow this step-by-step guide to create your API key for a Mapsly data source.
- [SendGrid SMTP setup guide](https://help.mapsly.com/en/articles/8278304-sendgrid-smtp-setup-guide.md): Learn how to send emails via SendGrid SMTP
- [How to send SMS via Twilio API](https://help.mapsly.com/en/articles/6451530-how-to-send-sms-via-twilio-api.md): Learn how to send SMS from Mapsly using Twilio API
- [How to send SMS via RingCentral API](https://help.mapsly.com/en/articles/8605902-how-to-send-sms-via-ringcentral-api.md): Learn how to send SMS from Mapsly using RingCentral API

## Share maps by link; embed them into websites & dashboards

- [Shared live \(embeddable\) maps: step-by-step guide to setting up your first shared map](https://help.mapsly.com/en/articles/5198246-shared-live-embeddable-maps-step-by-step-guide-to-setting-up-your-first-shared-map.md): Share your map by link and embed it into your website, customer portal, reporting dashboard or simply send it to a client
- [Shared maps \(configuration\)](https://help.mapsly.com/en/articles/5202670-shared-maps-configuration.md): Learn how to configure a shared map
- [How to use custom Mapbox tiles in Mapsly](https://help.mapsly.com/en/articles/6541015-how-to-use-custom-mapbox-tiles-in-mapsly.md): Learn how to use custom MapBox tiles in Mapsly
- [Embed a live interactive map into your Wordpress website](https://help.mapsly.com/en/articles/5389722-embed-a-live-interactive-map-into-your-wordpress-website.md): Learn how to add a shared map to your website built with Wordpress
- [\[QuickBase\] How to embed Mapsly to your QuickBase Dashboard](https://help.mapsly.com/en/articles/6276534-quickbase-how-to-embed-mapsly-to-your-quickbase-dashboard.md): Learn how to embed Mapsly Shared Maps into your QuickBase Dashboard
- [\[Zoho CRM\] Create personalized live maps that can be emailed or embedded to customer portals](https://help.mapsly.com/en/articles/5386021-zoho-crm-create-personalized-live-maps-that-can-be-emailed-or-embedded-to-customer-portals.md): This step-by-step guide will help you implement customer-tailored interactive maps and embed them into a portal
- [\[HubSpot\] How to embed Mapsly to your HubSpot Dashboard](https://help.mapsly.com/en/articles/5825975-hubspot-how-to-embed-mapsly-to-your-hubspot-dashboard.md): Learn how to embed Mapsly into your HubSpot Dashboard
- [\[Zoho Creator\] Build customer portal with personalized map using Zoho Creator in 10 minutes](https://help.mapsly.com/en/articles/5489056-zoho-creator-build-customer-portal-with-personalized-map-using-zoho-creator-in-10-minutes.md): A step-by-step guide to creating a customer portal with an embedded personalized map with Zoho Creator
- [\[Zoho CRM\] Automatically register new customers in your Zoho Creator portal from your Zoho CRM](https://help.mapsly.com/en/articles/5510049-zoho-crm-automatically-register-new-customers-in-your-zoho-creator-portal-from-your-zoho-crm.md): A step-by-step guide for auto-registering your customers in Portal from your Zoho CRM and storing their personalized map links in Portal
- [Create a store locator for your website or customer portal](https://help.mapsly.com/en/articles/5389807-create-a-store-locator-for-your-website-or-customer-portal.md): This step-by-step guide will help you create a powerful store locator with Masply's shared maps that can be embedded into your website
- [\[Zoho\] How to embed Mapsly into Zoho Analytics Dashboard](https://help.mapsly.com/en/articles/5389497-zoho-how-to-embed-mapsly-into-zoho-analytics-dashboard.md): Learn how to embed Mapsly into your Zoho Analytics Dashboard
- [URL parameters in formulas of map layers and filters](https://help.mapsly.com/en/articles/5361172-url-parameters-in-formulas-of-map-layers-and-filters.md): Learn how to use URL parameters in your map layers and filters to dynamically configure your map when opening by a custom URL
- [How to enable 3rd-party cookies](https://help.mapsly.com/en/articles/5387331-how-to-enable-3rd-party-cookies.md): Learn how to enable 3rd-party cookies in order to be able view Mapsly map
- [\[Smartsheet\] How to embed Mapsly to your Smartsheet Dashboard](https://help.mapsly.com/en/articles/5377582-smartsheet-how-to-embed-mapsly-to-your-smartsheet-dashboard.md): Learn how to embed Mapsly Shared Maps into your Smartsheet Dashboard
- [How to sign up for a Mapbox account and create an access token](https://help.mapsly.com/en/articles/5344496-how-to-sign-up-for-a-mapbox-account-and-create-an-access-token.md): The 'Shared maps' feature requires your own Mapbox access token which you can obtain free-of-charge with up to 200,000 tile loads per month.
- [Using URL signature in shared maps](https://help.mapsly.com/en/articles/5202420-using-url-signature-in-shared-maps.md): Learn how to generate and use URL signatures in shared maps to prevent unauthorized changes of a shared map's URL parameters
- [Shared Maps Usage Limits](https://help.mapsly.com/en/articles/11562517-shared-maps-usage-limits.md): Learn more about your Shared Maps Limitations
- [Advanced search bar filter](https://help.mapsly.com/en/articles/12944761-advanced-search-bar-filter.md): Learn how to create a search form, embed its picklist fields into the search bar and how to use it with in map layers, filters and list view
- [\[HubSpot\] Create personalized live dealer maps that can be emailed or embedded to dealer portals](https://help.mapsly.com/en/articles/16307628-hubspot-create-personalized-live-dealer-maps-that-can-be-emailed-or-embedded-to-dealer-portals.md): This step-by-step guide will help you implement dealer-tailored interactive maps and embed them into a portal. This article will guide you throu implementation of dealer-specific maps that can be e...

## Prospecting

- [Prospecting: search local businesses by keywords](https://help.mapsly.com/en/articles/5202390-prospecting-search-local-businesses-by-keywords.md): Find businesses on map by keywords and create records of any objects with their data, with adjustable field mapping

## Automation

- [Workflow](https://help.mapsly.com/en/articles/5171868-workflow.md): Use Workflows to execute actions when a new record is created, or an existing one is updated or removed
- [Mapsly automation suite](https://help.mapsly.com/en/articles/5173729-mapsly-automation-suite.md): Implement complex business processes by executing sequence of actions in response to various events or by schedule
- [Button](https://help.mapsly.com/en/articles/5141172-button.md): Create custom buttons in various parts of the user interface and assign actions that will be executed when they are clicked
- [Condition/actions blocks](https://help.mapsly.com/en/articles/5171570-condition-actions-blocks.md): Using condition/actions blocks, you may execute different sequences of actions depending on various conditions
- [Schedule](https://help.mapsly.com/en/articles/5164426-schedule.md): Create a schedule to execute actions on a regular basis
- [Execution log](https://help.mapsly.com/en/articles/5174883-execution-log.md): Execution log records execution sessions, and for each: actions, results of evaluation of Twig templates & content of Context at every step.
- [Daily automation limits](https://help.mapsly.com/en/articles/11708817-daily-automation-limits.md): Learn about daily automation limits
- [API endpoints](https://help.mapsly.com/en/articles/15946244-api-endpoints.md): Learn how to set up custom API endpoints in Mapsly
- ['Create record' action](https://help.mapsly.com/en/articles/5193298-create-record-action.md): Use 'Create record' action to create new records in your data source, including related records like check-in records.
- ['Update record' action](https://help.mapsly.com/en/articles/5193145-update-record-action.md): Use 'Update record' action to change values in one or multiple fields of the record, or its related records referenced by lookup fields.
- ['Match records' action](https://help.mapsly.com/en/articles/5171650-match-records-action.md): Find best-matching records based on complex criteria and execute complex scenarios with them, all without writing any code
- ['Delete record' action](https://help.mapsly.com/en/articles/5193322-delete-record-action.md): Use 'Delete record' to remove a record.
- ['Invoke URL' action](https://help.mapsly.com/en/articles/5171848-invoke-url-action.md): Use Invoke URL action to make outbound calls to any external APIs - REST, SOAP or entirely custom - and store its response in Context
- ['Send SMS' action](https://help.mapsly.com/en/articles/5193430-send-sms-action.md): Use 'Send SMS' action to send SMS messages to persons' mobile phones with global coverage.
- ['Open URL' action](https://help.mapsly.com/en/articles/5193363-open-url-action.md): Use 'Open URL' action to open an external webpage in a popup inside Mapsly or in a new tab.
- ['Send email' action](https://help.mapsly.com/en/articles/5192748-send-email-action.md): Send emails with dynamic list of recipients, cc, bcc and content that may include data from one of multiple records.
- ['Show message' action](https://help.mapsly.com/en/articles/5193328-show-message-action.md): Use 'Show message' action to show a message in the user interface with the result of your actions or to report an error.
- ['Commit' action](https://help.mapsly.com/en/articles/6483205-commit-action.md): Saves changes to data accumulated during an automation session to Mapsly database and executes data exchange with the data source.
- ['Update route activity status' action](https://help.mapsly.com/en/articles/10006401-update-route-activity-status-action.md): 'Update Route Activity Status' action allows you to modify the status of a Route Activity
- ['Form' action](https://help.mapsly.com/en/articles/5173971-form-action.md): Use Forms to gather information from users in various scenarios and use it in further actions along with the record data
- [Form builder](https://help.mapsly.com/en/articles/5400077-form-builder.md): Learn how to use the Form builder to create forms and add actions to their event handlers
- ['Update form' action](https://help.mapsly.com/en/articles/5401032-update-form-action.md): Show or hide form fields, change their label, description, current value and picklist items in response to user actions on the form
- [Barcode scanner](https://help.mapsly.com/en/articles/9303054-barcode-scanner.md): Learn how to enable the barcode scanner
- [\[HubSpot\] Options for logging check-in & check-out data in HubSpot](https://help.mapsly.com/en/articles/5325533-hubspot-options-for-logging-check-in-check-out-data-in-hubspot.md): Learn how to log check-in/check-out data to HubSpot: directly to Contacts/Deals/Companies, custom objects, meetings and timeline events.
- [\[HubSpot\] How to save files from Mapsly to HubSpot](https://help.mapsly.com/en/articles/6358374-hubspot-how-to-save-files-from-mapsly-to-hubspot.md): Learn how to save files from your Mapsly forms back to your HubSpot account
- [\[Zoho CRM\] How to save files from Mapsly to Zoho CRM](https://help.mapsly.com/en/articles/6391193-zoho-crm-how-to-save-files-from-mapsly-to-zoho-crm.md): Learn how to save files from your Mapsly forms back to your Zoho CRM account as attachments, record's main photo or to Zoho File System
- [\[Freshworks\] How to save files from Mapsly to Freshworks](https://help.mapsly.com/en/articles/6451171-freshworks-how-to-save-files-from-mapsly-to-freshworks.md): Learn how to save files from your Mapsly forms back to your Freshworks account
- [\[Smartsheet\] How to save attachments from Mapsly to Smartsheet](https://help.mapsly.com/en/articles/6771309-smartsheet-how-to-save-attachments-from-mapsly-to-smartsheet.md): In this article you will learn how to save files from your Mapsly forms back to your Smartsheet rows or sheets as attachments
- [\[Pipedrive\] How to save files from Mapsly to Pipedrive](https://help.mapsly.com/en/articles/6391127-pipedrive-how-to-save-files-from-mapsly-to-pipedrive.md): In this article you will learn how to attach files from your Mapsly forms back to your Pipedrive persons, organizations, leads or activities
- [How to email a route](https://help.mapsly.com/en/articles/7795052-how-to-email-a-route.md): Learn how to email a route created in Mapsly with a list of its activities
- [Automation execution context & sessions](https://help.mapsly.com/en/articles/5394499-automation-execution-context-sessions.md): Learn about the automation execution context \(space of variables\), its structure, user's location, and how it's appended during execution
- [Files in Mapsly](https://help.mapsly.com/en/articles/6410541-files-in-mapsly.md): Let your your Mapsly users upload images and documents to Mapsly to view them later, or save to your CRM.
- ['Code' action](https://help.mapsly.com/en/articles/5193375-code-action.md): Use 'Code' action to pass data between actions through the execution context, execute actions with custom input, and much more.
- [Twig templates: add record data to workflows and actions, and extend your automation with code](https://help.mapsly.com/en/articles/5193088-twig-templates-add-record-data-to-workflows-and-actions-and-extend-your-automation-with-code.md): Learn how to use record data and other data available at runtime, like user location, in your workflows and actions.
- [How to use your own SMTP](https://help.mapsly.com/en/articles/7936641-how-to-use-your-own-smtp.md): Learn how to configure and use your own SMTP to send emails from your own email address
- [Analyze text and images with AI](https://help.mapsly.com/en/articles/9295132-analyze-text-and-images-with-ai.md): Automate analysis of your field team's text and images using AI
- [Mapsly AI Overview](https://help.mapsly.com/en/articles/9295024-mapsly-ai-overview.md): Analyze text, images, audio & video with AI using custom prompts tailed to your business
- [Custom Route Activity Statuses](https://help.mapsly.com/en/articles/14866762-custom-route-activity-statuses.md): Learn how to create custom route activity statuses
- [Functions](https://help.mapsly.com/en/articles/5881096-functions.md): Use Mapsly system functions in your actions - to address more complex automation scenarios
- [Function Do\(\)](https://help.mapsly.com/en/articles/6064291-function-do.md): Execute an existing action with a custom input. Use it to call nested actions and create related records.
- [Function SetGlobalParam\(\)](https://help.mapsly.com/en/articles/6070552-function-setglobalparam.md): Store data in a global persistent storage to pass it between execution sessions.
- [Function GetGlobalParam\(\)](https://help.mapsly.com/en/articles/6070556-function-getglobalparam.md): Retrieve data from a global persistent storage. Use it to pass it between execution sessions.
- [Functions IncrementGlobalParam\(\), DecrementGlobalParam\(\)](https://help.mapsly.com/en/articles/6070578-functions-incrementglobalparam-decrementglobalparam.md): Increment and decrement global parameters in a thread-safe way
- [Function GetC\(\)](https://help.mapsly.com/en/articles/6070701-function-getc.md): Retrieve a key's value from the specified context, or any other nested object
- [Function GetS\(\)](https://help.mapsly.com/en/articles/6070706-function-gets.md): Retrieve a key's value from the current level of the execution context without checking higher levels of the context
- [Function Now\(\)](https://help.mapsly.com/en/articles/6071807-function-now.md): Get the current datetime in the UTC time zone
- [Functions FirstDayOfCurrentMonth\(\), FirstDayOfCurrentYear\(\)](https://help.mapsly.com/en/articles/6071847-functions-firstdayofcurrentmonth-firstdayofcurrentyear.md): Get the first day of the current month or the current year in your Mapsly account's time zone
- [Function SignUrl\(\)](https://help.mapsly.com/en/articles/6071913-function-signurl.md): Sign your parameterized shared map's URL so users cannot change its parameters
- [Function GetDataSourceUserID\(\)](https://help.mapsly.com/en/articles/6075332-function-getdatasourceuserid.md): Get the data source user ID of the user who triggered the current automation session
- [Function Lookup\(\)](https://help.mapsly.com/en/articles/6158970-function-lookup.md): Get a field value of a record from another object that is linked via a lookup field
- [Function GetFileContent\(\)](https://help.mapsly.com/en/articles/6410855-function-getfilecontent.md): Returns the binary content of a file stored in a Files record
- [Function GetFileProperties\(\)](https://help.mapsly.com/en/articles/6410885-function-getfileproperties.md): Returns details of the file stored in a Files record, like the file type, size, URL and image size
- [Function CurrentRoute\(\)](https://help.mapsly.com/en/articles/5880840-function-currentroute.md): Use CurrentRoute\(\) to get the traveling distance or time in your 'Match record' action
- [Function Geocode\(\)](https://help.mapsly.com/en/articles/6071665-function-geocode.md): Geocode your address into GPS coordinates, and "cleansed" address \(reverse-geocoded from the coordinates\)
- [Function Today\(\)](https://help.mapsly.com/en/articles/6071829-function-today.md): Get the current date in your Mapsly account's time zone.
- [Function CurrentDirectDistance\(\)](https://help.mapsly.com/en/articles/5881122-function-currentdirectdistance.md)
- [Function Set\(\)](https://help.mapsly.com/en/articles/6064293-function-set.md): Declare, initialize and update a variable in the automation execution context
- [Function DirectDistance\(\)](https://help.mapsly.com/en/articles/5881094-function-directdistance.md): Use DirectDistance\(\) to get the direct distance between any two locations in your Mapsly org's distance units
- [Function Route\(\)](https://help.mapsly.com/en/articles/5877987-function-route.md): Use Route\(\) to calculate traveling distance and time between any locations based on real-time and historic traffic and custom departure time
- [Function GetTerritories\(\)](https://help.mapsly.com/en/articles/8327797-function-getterritories.md): Retrieve territories array for any given latitude and longitude coordinates
- [Function GetAbs\(\)](https://help.mapsly.com/en/articles/8491376-function-getabs.md): Retrieve a key's value from the top level of the execution context without checking lower levels of the context
- [Function GenerateSignature\(\)](https://help.mapsly.com/en/articles/8491387-function-generatesignature.md): Sign your parameterized shared map's URL so users cannot change its parameters
- [Function GetUserInfo\(\)](https://help.mapsly.com/en/articles/8915215-function-getuserinfo.md): Returns an object with user information
- [Function IsValidEmail\(\)](https://help.mapsly.com/en/articles/8915291-function-isvalidemail.md): Validate email using a function
- [Function GetFileURL\(\)](https://help.mapsly.com/en/articles/9022574-function-getfileurl.md): Generates a temporary direct URL to a file stored in Mapsly
- [Function AskAI\(\)](https://help.mapsly.com/en/articles/9295099-function-askai.md): Execute any custom prompt to process and analyze your data
- [GetUserSchedule\(\)](https://help.mapsly.com/en/articles/10333670-getuserschedule.md): Returns an object with user's schedule
- [SetTerritoryMetric\(\) & SetTerritoryColor\(\) Functions](https://help.mapsly.com/en/articles/10943689-setterritorymetric-setterritorycolor-functions.md): Update territory metrics and colors dynamically
- [Function HideMessage\(\)](https://help.mapsly.com/en/articles/11470126-function-hidemessage.md): Hide a default or custom snack bar message
- [GetUserScheduleExceptions\(\)](https://help.mapsly.com/en/articles/14808639-getuserscheduleexceptions.md): Returns an object with user's exception objects
- [SetUserScheduleExceptions\(\)](https://help.mapsly.com/en/articles/14808646-setuserscheduleexceptions.md): Programmatically add, update or remove exceptions for a user
- [SetActivityStatus\(\)](https://help.mapsly.com/en/articles/14866741-setactivitystatus.md): Updates the status of a route activity

## Offline

- [Offline](https://help.mapsly.com/en/articles/10308430-offline.md): Learn how to use Mapsly offline on a mobile device and desktop and continue working without any network coverage
- [Offline buttons and forms \(Administrators only\)](https://help.mapsly.com/en/articles/10429853-offline-buttons-and-forms-administrators-only.md): Learn how to build the offline buttons and forms and continue using Mapsly without any network coverage

## Monday

- [\[monday\] Mapsly setup guide](https://help.mapsly.com/en/articles/11737732-monday-mapsly-setup-guide.md)