Welcome to Accede Maps,
This article covers the basics of setting up your map as well as add data to it.
To begin it is important to understand that Accede Maps is designed to be very open and flexible so as to fit into any companies unique setup. As a result the system require a bit of designing before you can start using it.
When you first signup to Accede Maps you will be asked a few standard signup questions as well as which country your from. Your username will be treated as your login for the future.
Once you have filled in the basic information you will be presented with a template selection screen. Try to select the list function which most appropriately reflects what you want to do with the map. Don’t worry if nothing fits as you can change everything about your map down the line, this just helps with the initial setup.
Once selected the map will start its first setup before you bringing you to the main display.
Setting Up The Tables
Accede Maps gets it flexibility from its customizable tables and fields just like an excel document you need to select what each column and row is going to hold.
To do this
- Click on ‘Map Design’ button in the middle left side of the screen.
- On the new sidebar on the right go to the designs tool section and click on the button labeled ‘Input Boxes’.
- You will now be brought to a new screen which has a number of buttons. The important ones for now are three tabs, which list your tables, at the top of the screen and the ‘Add Custom Field’ at the bottom of the screen. The best way to understand how this page works is to think of these tables as sheets on an excel document and the fields as columns.
- The first table is for data which relates to the pins you want to see on the map. At minimum it holds your pin’s color, icon, and address which are the grey colored field you see. Typically this table is used as a transaction or activity history such as for keeping details on visits, jobs, sales, etc.
- To add a new field to this table click the add field button. Then on the new row that appears enter a header name for the field as well as field type, i.e numbers, phone numbers, emails, text. Once done press save.
- Once you are happy with the fields you have in the first table select the second/middle one. This table is for data related to an address but that is typically unchanging such as a clients details. At base it only holds details of the address such as the street name. Its important to know that when you try to add a pin to a location for the first time it will ask for all these address details but if you add a pin to that same location again in the future it will just pull up what you added before.
- Once your happy with the second table go onto the last one though you may end up ignoring it. This table is a bit more advance and is often not used unless your looking for a field service or invoicing map. In short it holds data about the icons you are using in your map and normally only holds a description. If used it typically holds such details as how much one charges for a product or service.
- Once your tables have been setup with the appropriate fields its time to setup the colors and icons your map will be using. You may have already done this when adding data to the first tab if so go to step 11. If not on the right hand side bar click on first button in the Pin Settings section.
- You will now be brought to a popup which lets you add new colors by clicking the green button in the top right hand corner. What these colors represent is up to you but typically they are treated as some sort of ‘Status’ for the activities/transactions such as ‘to do’ & ‘done’. Add the colors that you feel are appropriate.
- Once your colors are added go to the second button in the ‘Pin Settings’ this will bring a popup to add icons which you can do by clicking the green button in the top right hand corner. Like the colors the icons meanings are up to you but typically they represent the types of activities or transactions you have such as a ‘checkup’ or ‘installation’.
- Once you have added your pins the map is ready to have data added though if you would like to change the name of the tabs or color and pins you can do so in the terminology section found in the right hand side bar.
Adding Data To the Map
There are two primary ways to add data to the map:
- Directly through the add function
- In mass through the import function
To Add Data Directly
- Go the main map view and click on the small red plus pin icon just below the search bar.
- Once clicked you can either search for an address in the search bar or click anywhere on the map.
- Once an address is identified will now be brought to a form which lets you enter all the data related to your activity and address.
- Once the form is filled click save to have a pin appear on the map. You can go back into that pin simply by clicking on it.
To Add via Import
- Go to the map design section and click the button labeled ‘import/export’.
- On the new screen choose which table you are importing data to.
- After selecting the table you will be asked to choose the product you are importing from if your product is not there please contact us as we can you get integrated through a third party product called Zapier.
- Once your product is chosen the process will change however you will typically be asked to login or upload the data you wish to import. Afterwards you will be brought to a page which lists all the fields in your selected table plus the fields that your importing. You will need to link these together.
- Once all your table’s fields are linked up you should be good to import.
That cover the basics of getting setup. If you find you need more help or have some automation or design which you would like please feel free to contact us as we are more then happy to help.