Admin Guide
Version: 1.0
Product: OpenStreetMap Address Auto Complete for Zoho CRM
Table of Contents
- Introduction
- Benefits
- System Requirements
- Installation
- Granting Permissions
- Initial Configuration
- Field Mapping
- Supported Modules
- Managing the Extension
- Best Practices
- Troubleshooting
- Frequently Asked Questions
- Support
1. Introduction
The OpenStreetMap Address Auto Complete for Zoho CRM extension enables users to quickly search, select, and populate address information directly within Zoho CRM using OpenStreetMap.
Unlike traditional address lookup solutions that rely on paid APIs, this extension does not require API keys or paid subscriptions, making it a cost-effective and easy-to-deploy solution for businesses.
Once installed and configured, users can search for an address from supported CRM modules, select the desired result, and automatically populate the mapped address fields with accurate location information.
2. Benefits
✔ No API Keys Required
The extension works without requiring Google Maps or any third-party API credentials.
✔ No Recurring API Costs
Since the extension uses OpenStreetMap, there are no API licensing or usage fees, helping organizations reduce operational costs.
✔ Quick Deployment
The extension can be installed and configured within minutes without requiring external account setup.
✔ Improved Data Accuracy
Automatically populating address information reduces manual typing errors and improves data consistency across CRM records.
✔ Modern User Experience
Users can search and select addresses through a clean, intuitive, and responsive interface designed for ease of use.
✔ Automatic Address Population
The extension can populate:
- Street
- City
- State/Province
- ZIP/Postal Code
- Country
This minimizes repetitive data entry and improves productivity.
✔ Global Address Coverage
Search addresses across countries and regions using OpenStreetMap's extensive global database.
✔ Supports Multiple Modules
The extension can be configured for standard and custom Zoho CRM modules containing address fields.
✔ Low Maintenance
No API billing, quotas, token management, or external service configuration is required.
3. System Requirements
Before installing the extension, ensure the following requirements are met:
- Zoho CRM account
- Administrator privileges
- Marketplace installation permissions
- Internet connectivity
No API keys or third-party accounts are required.
4. Installation
- Log in to your Zoho CRM account.
- Navigate to:
Setup → Marketplace → All
- Search for:
OpenStreetMap Address Auto Complete for Zoho CRM
- Click Install.
- Choose one of the installation options:
- Install for Admins Only
- Install for All Users
- Choose Specific Profiles
- Accept the requested permissions.
- Click Install.
The extension will now be available inside your CRM.
5. Granting Permissions
During installation, Zoho CRM will request authorization.
Click Authorize to allow the extension to access the required CRM resources.
The extension requires permission to:
- Read CRM records
- Update CRM records
- Access CRM metadata
- Display widgets within CRM
The extension does not require:
- Google Maps API
- OpenStreetMap API keys
- External authentication accounts
6. Initial Configuration
After installation:
- Navigate to:
Setup → Marketplace → Installed Extensions
- Open:
OpenStreetMap Address Auto Complete
- Review the extension settings.
- Configure the field mappings for each supported module.
Once configuration is complete, the extension is ready for users.
7. Field Mapping
Administrators must map the CRM fields that will receive the address information.
A typical configuration is shown below:
OpenStreetMap DataZoho CRM FieldStreet AddressMailing Street / Billing StreetCityCityState / ProvinceStatePostal CodeZIP / Postal CodeCountryCountry
You may configure different mappings for different modules depending on your CRM structure.
8. Supported Modules
The extension can be configured for any module containing address fields.
Common examples include:
- Leads
- Contacts
- Accounts
- Vendors
- Deals (where applicable)
- Custom Modules
Availability depends on your CRM configuration and field mappings.
9. Managing the Extension
Administrators can manage the extension through the Installed Extensions section.
Typical management tasks include:
Update Field Mappings
Modify address field mappings if CRM layouts change.
Manage User Access
Control which user profiles have access to the extension during installation or by updating profile permissions.
Update the Extension
When a new version is released through Zoho Marketplace, administrators can update the extension from the Installed Extensions page.
Uninstall the Extension
If necessary:
- Go to Setup → Marketplace → Installed Extensions.
- Locate the extension.
- Click Uninstall.
Uninstalling the extension does not delete previously populated address data from CRM records.
10. Best Practices
Use Standard Address Fields
Whenever possible, map the extension to Zoho CRM's standard address fields to ensure compatibility with reports, workflows, and integrations.
Verify Address Data
Although OpenStreetMap provides reliable information, users should verify the selected address before saving the record.
Keep Field Mappings Updated
If new layouts or modules are introduced, review and update the field mappings accordingly.
Test Before Organization-Wide Deployment
Install and validate the extension in a sandbox or with a small group of users before enabling it for the entire organization.
Train End Users
Provide users with the User Guide to help them understand how to search and populate addresses efficiently.
11. Troubleshooting
Address Search Button Not Visible
Possible causes:
- User profile lacks access.
- Extension is not installed correctly.
- The module is not configured.
Verify installation status and user permissions.
Address Fields Are Not Populating
Possible causes:
- Incorrect field mappings.
- Users lack edit permissions.
- Required fields have been removed from the layout.
Review the mapping configuration and CRM permissions.
No Search Results
Possible causes:
- Internet connectivity issues.
- Broad or incorrect search terms.
- Address not available in OpenStreetMap.
Encourage users to include city, state, or postal code when searching.
Missing Address Components
Some locations may not include all address elements in OpenStreetMap.
Users can manually complete any missing fields before saving.
12. Frequently Asked Questions
Does the extension require any API keys?
No.
The extension works without requiring Google Maps or any other third-party API keys.
Are there any recurring subscription costs?
No.
The extension uses OpenStreetMap and does not require paid API subscriptions.
Can I use this extension with custom modules?
Yes.
As long as the module contains compatible address fields and appropriate field mappings have been configured.
Can users edit populated addresses?
Yes.
Users can modify any populated field before saving the CRM record.
Does uninstalling the extension remove existing address data?
No.
Previously populated CRM data remains intact even after uninstalling the extension.
13. Support
If you require assistance with installation, configuration, or troubleshooting, please contact our support team.
Support Email: [email protected]
When submitting a support request, include:
- Zoho CRM Edition
- Extension Version
- CRM Module Name
- Screenshots (if applicable)
- Description of the issue
- Steps to reproduce the issue
Administrator Notes
- Ensure that field mappings are reviewed whenever CRM layouts are modified.
- Periodically verify that users have the appropriate permissions to access and use the extension.
- Share the User Guide with end users to encourage consistent and accurate address entry across the organization.
- Since the extension uses OpenStreetMap and does not require API keys, there is no need to manage external billing accounts, usage quotas, or credential renewals, reducing ongoing administrative effort.
