Maps Integration
Planfix can display addresses and routes on maps. Addresses (or object names) are entered as text in location custom fields. Objects can be displayed on a map in task cards, contact cards, task filters, and contact filters.
Supported maps
Currently addresses can be displayed on the following maps:
- Google Maps
- OpenStreet Maps
- TomTom Maps
- Geoapify
- Mapbox
Enabling integration
- Go to Account management / Integrations / Maps
- Click Enable integration
- Select one of the supported maps and enter the Google Geocoding API Key obtained by connecting to the Google Maps API
- Save your settings
Working with maps
- After enabling the integration, addresses and object names entered in location custom fields will be displayed on the selected map in addition to being displayed as text:
- Task and contact filters containing tasks with location fields can have this data displayed on a map. To do this, switch the filter display view to Location:
Important: To have the data displayed on a map, the field with the object's location data must be in the list of fields displayed in the filter.
- Task or contact data in the filter can be displayed as either a pin on a map or as a route. You can
switch between these two options here: This option works only with Google Maps; OpenStreetMap offers a static map.
- The order of the points on the map route is determined by the order of the tasks/contacts in the filter.
Please note
Currently, only one map service can be connected.