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Mapsly Trial for Creatio

Mapsly is a standalone software platform that exchanges data with your Creatio through its API. 

NOTE! To remove Mapsly data that has been deleted in your Creatio, you need to install extension for Creatio.

To start your Mapsly trial:

  • Press the Start trial button below and follow the signup wizard steps.

On step #4 “Access to data” you’ll be prompted to enter your Creatio administrator’s login and password, and full Creatio domain including “https://” (for example: https://060677-sales-enterprise.creatio.com):

Note! While you can use admin credentials and it will work perfectly, Creatio recommends adding a new user and adjusting its permissions (read/write for objects). Any user who is listed in “Operation permissions and Access to OData” can have access to data. System administrators can configure access permissions for every user or a group of users. These permissions apply throughout the application including DataService and OData.

Learn mode in Creatio documentation.

Note! If get an authentication error while entering your Creatio login and password, please reset the password in your Creatio account. See the steps here.

  • Check your Creatio version and enable API optimization feature.

If you are using Creatio version earlier that 7.18.1 AND intend to import more than 50,000 records to Mapsly, you need to enable the UseEsqOffsetPagingInEntityQueryProvider feature, which optimizes data exchange via Creatio API:

If you are using a cloud instance of Creatio, please contact Creatio support, and they will enable this feature for you.

If you are using on-site instance of Creatio, please contact your Creatio administrator to enable this feature using the following instruction:​

  1. Open the file located at: [app_address]\Terrasoft.WebApp\Web.config
  2. Find the line that says ​<add key=”Feature-UseEsqOffsetPagingInEntityQueryProvider” value=”false” />
  3. Replace false with true
  4. Save the file
  • Install Mapsly extension for Creatio.

Mapsly extension (application) for Creatio serves two purposes:

  • To sync records deleted in Creatio to remove them from Mapsly.
  • It adds the Mapsly tab to your left panel, so you can open Mapsly inside Creatio in 1-click. 
  • Add Mapsly adapter API key to Creatio.

​1- Go to System settings:

2- Find and open API dell'adattatore Mapsly Impostazione chiave:

 
 

3- Ora genera la chiave API in Mapsly:

  • passa alla scheda del browser Mapsly, vai su Impostazioni nel menu principale:
 
  • Nel menu contestuale della tua fonte dati Creatio, vai su, Proprietà generali:
 
  • Genera la chiave API, copiala negli Appunti e clicca su Salva:

4- Torna a Creatio e incolla la chiave API in Valore predefinito del Chiave API dell'adattatore Mapsly Impostazione:

 

La tua installazione è ora completa.

Importante #1: Gli utenti con versione di Creatio inferiore a 7.18.3 devono Ricompilare la loro istanza Creatio manualmente quando impostano l'integrazione OData nelle sezioni create nel Section Wizard.

Importante #2: L'API OData di Creatio non supporta i campi che contengono simboli speciali nei loro nomi. I campi con simboli speciali come “_” verranno ignorati da Mapsly durante l'importazione. Per poter utilizzare tali campi, è necessario rinominarli prima.

Per ulteriori informazioni su Odata e sulla configurazione delle sezioni utilizzando Section Wizard, consultare i seguenti articoli:

https://academy.creatio.com/docs/developer/integrations_and_api/data_services/odata# 

https://academy.creatio.com/docs/8.x/no-code-customization/8.0/customization-tools/ui-and-business-logic-customization/section-setup/add-a-new-section

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You can always find Una guida completa all'installazione per Creatio  in Mapsly help center. Click on chat icon  at bottom right to contact Solution Engineer in case you need any help.