Maps Integration

From Planfix
Revision as of 02:03, 11 October 2019 by SliZzzZ (talk | contribs)
Jump to: navigation, search

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 on Google Maps and OpenStreet Maps are supported. The Google Maps API is used to process text addresses and translate them into geodata for display, so you need to have a Google account in order to connect the maps integration.


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


4nqCL6.png


7bRjZ5.png


ovc0FR.png


  • 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:


ovc0FR.png


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:


sPo3qu.png