Creatio的Mapsly试用版

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:

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.

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:

Open the file located at: [app_address]\Terrasoft.WebApp\Web.config
Find the line that says <add key=”Feature-UseEsqOffsetPagingInEntityQueryProvider” value=”false” />
Replace false with true
Save the file

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.

1- Go to System settings: