{"id":1626,"date":"2025-07-24T12:36:46","date_gmt":"2025-07-24T09:36:46","guid":{"rendered":"https:\/\/mapsly.com?page_id=1626"},"modified":"2026-02-20T11:12:05","modified_gmt":"2026-02-20T08:12:05","slug":"update-records","status":"publish","type":"page","link":"https:\/\/mapsly.com\/ja\/update-records\/","title":{"rendered":"(Mass-)update CRM records in Mapsly with real-time sync to CRM"},"content":{"rendered":"
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(Mass-)update CRM records in Mapsly with real-time sync to CRM<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Update your CRM records filtered by complex geographic criteria. Change records\u2019 ownership.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Once you connect your CRM to Mapsly using any of the Mapsly-developed connectors<\/a>, your data immediately becomes editable in Mapsly, including custom objects and custom fields. You can update records one by one – right in their map popups or full-sized record view popups – or in bulk using the Table view. Changes are immediately saved to your CRM.<\/p>

You can also edit all records in the table view at once without manually selecting them, which is especially useful when combined with the rich filtering tools Mapsly offers: table filter, map layers and filters, filtering by assigned territories and selecting records with a lasso – all of which can be used simultaneously to produce the most accurate slice of data to be updated.<\/p>

Changing record ownership is supposed for all CRMs with Mapsly-developed connectors<\/a>.<\/p>

You may adjust which objects and which of their fields are accessible<\/a> for which user profiles and whether they are only viewable, or can also be updated.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Editing multi-choice lookups\u200b<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Out of the box, Mapsly also lets you edit lookup fields by searching and selecting records from the related object (or multiple objects – in case of polymorphic lookups that may reference different objects). Mapsly supports both single-choice and multi-choice lookups. Multi-choice lookups can be implemented either as a list of related records’ IDs stored in the lookup field itself, or through a separate linking object (table) – both types are supported by Mapsly out-of-the-box (depending on the types supported by your CRM).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Using multi-choice lookups for personalized maps\u200b<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The capability of updating multi-choice lookups in combination with the shared maps<\/a> feature also enables embedding personalized maps<\/a> to portals or dashboards, on which customers could see only records assigned specifically to them.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Assign and update records' owners<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Record ownership plays an important role in data access control both in Mapsly<\/a> and your CRM, as well as in various features like Mapsly’s calendar-based routing<\/a>. <\/p>\n

Owner fields can be filled in for new records and updated for existing records just like any other lookup field \u2014 both manually, <\/span>as described below or when exporting prospects<\/a>, and using automation<\/a>.<\/p>\n

While Mapsly’s CRM connectors pre-configure owner fields for all standard objects like contacts, accounts, deals\/opportunities and others, you can <\/span>change their mapping<\/a> to implement custom business logic and to enable ownership by manually added Mapsly users who are not your CRM users.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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How to edit your data in Mapsly<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Update a record in its map popup\u2026<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A record can be edited right in its map popup. Click the record\u2019s map marker to open the popup.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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