SugarCRM does not include suitable fields for Latitude and Longitude values in its out-of-the-box modules. In order for Mapsimise to geocode your Sugar modules, you will need to set up latitude and longitude fields on any of the modules that have address fields that you want to plot on a map.
In this article, we will guide you through setting up these fields for the Contact module, using the Primary Address fields. The same steps can be used for any module, including customs.
1. In SugarCRM, go to Admin -> Studio, and then expand the Modules tree and click on Contacts -> Fields
2. We are going to add Latitude and Longitude fields for the Primary Address set of address fields. Click on Add Field.
3. Change the Data Type to Decimal, and then enter a name for the field in the Field Name and Display Label boxes. Because we're setting up a fields for the Primary Address, we've called this field primary_address_latitude (which will become primary_address_latitude_c after saving). Leave all other values default and save the field.
4. Repeat the process for a new primary_address_longitude field.
5. Now that we have set up fields for Latitude and Longitude for our Contact Primary Address, we can go back into Mapsimise and set up a Geocoding Rule. Find your new Sugar Connector via Connectors, and click Geocoding Rules:
6. Click Add Geocoding Rule on the command bar. Wait a few moments for the metadata to be fetched from Sugar.
7. Select the Contacts module, and then fill out the address mappings to the Primary Address fields, as shown below. The Latitude and Longitude fields should already be populated with the new fields we just created.
8. Click OK to save the geocoding rule. You're now ready to run a Bulk Geocoding Job to convert all of your Contact's primary addresses to Latitudes and Longitudes ready to display your Sugar Contacts on a map. Please make sure to read the article Bulk Geocoding and Updating of Records via Live Connectors before your run your first Bulk Geocoding Job.