User Guide

Version: 1.0

Product: OpenStreetMap Address Auto Complete for Zoho CRM

Table of Contents

1. Introduction
2. Benefits
3. Supported Modules
4. How to Search an Address
5. How Address Auto Fill Works
6. Editing the Address
7. Best Practices
8. Frequently Asked Questions (FAQs)
9. Troubleshooting
10. Tips for Better Search Results
11. Support

1. Introduction

The OpenStreetMap Address Auto Complete for Zoho CRM extension helps you quickly search and populate address information directly within Zoho CRM.

Instead of manually entering complete addresses, you can search for a location, select the correct result, and automatically populate your CRM address fields.

The extension uses OpenStreetMap, a reliable and publicly available mapping service, eliminating the need for API keys while providing fast and accurate address suggestions.

2. Benefits

Using the extension offers several advantages:

• ✔ Search addresses in seconds
• ✔ Eliminate repetitive manual typing
• ✔ Improve address accuracy
• ✔ Reduce spelling mistakes
• ✔ Automatically populate address fields
• ✔ Consistent address formatting
• ✔ Faster record creation
• ✔ Simple and intuitive interface
• ✔ No waiting for external API authentication
• ✔ Supports addresses worldwide

3. Supported Modules

The extension can be used in any Zoho CRM module where it has been configured by your administrator.

Commonly supported modules include:

• Leads
• Contacts
• Accounts
• Vendors
• Deals (if address fields exist)
• Custom Modules

Note: Module availability depends on your organization's CRM configuration.

4. How to Search an Address

Step 1 – Open a CRM Record

Navigate to a supported record, such as a Lead, Contact, or Account.

Step 2 – Locate the Address Search Button

Click the Address Search button available on the record.

The OpenStreetMap Address Search window will open.

Step 3 – Enter an Address

Begin typing the address or location you want to search.

Examples:

• 1600 Amphitheatre Parkway
• Times Square
• Eiffel Tower
• 221B Baker Street
• Sydney Opera House

As you type, matching address suggestions will appear automatically.

Step 4 – Select the Correct Address

Browse the search results and click on the address that best matches your requirement.

The extension retrieves the address details from OpenStreetMap.

Step 5 – Populate the Address

Click Use Address (or the equivalent confirmation button).

The extension automatically fills the configured address fields in your CRM record.

Typical fields include:

CRM FieldPopulated ValueStreetStreet AddressCityCityStateState/ProvinceZIP / Postal CodePostal CodeCountryCountry

Step 6 – Save the Record

Review the populated information.

If everything looks correct, click Save to update the CRM record.

5. How Address Auto Fill Works

When you select an address, the extension automatically extracts the available address components and maps them to your Zoho CRM fields.

Depending on the selected location, the extension may populate:

• Street Address
• Building Number
• Locality
• City
• District
• State/Province
• Postal Code
• Country

The exact information available depends on the OpenStreetMap data for that location.

6. Editing the Address

You can manually edit any populated address field before saving the record.

This is useful if you need to:

• Add apartment or suite numbers
• Include internal location details
• Correct organization-specific formatting
• Add delivery instructions (if applicable)

The extension does not prevent manual editing.

7. Best Practices

For the best experience, follow these recommendations:

Search Using Specific Keywords

Instead of searching only:

Main Street

Try:

123 Main Street, New York

More specific searches generally provide better results.

Verify Before Saving

Always review the populated address before saving the CRM record.

Use Official Addresses

Whenever possible, select the official address from the search results instead of manually entering one.

Avoid Duplicate Records

Before creating a new record, check whether the address already exists in your CRM.

Save After Verification

Once you've confirmed the populated address is correct, save the record immediately.

8. Frequently Asked Questions (FAQs)

Does the extension require a Google Maps API key?

No.

The extension uses OpenStreetMap and does not require any API keys.

Can I manually edit the address after it is populated?

Yes.

All populated fields remain editable.

Why can't I find a particular address?

Possible reasons include:

• The address is newly created.
• The spelling is incorrect.
• The search query is too broad.
• The address is not yet available in OpenStreetMap.

Try using additional details such as city, postal code, or country.

Does it work for international addresses?

Yes.

The extension supports address searches from countries around the world.

Can I use it on my mobile device?

If your Zoho CRM interface supports Marketplace widgets on mobile, the extension may function accordingly. Availability depends on the Zoho CRM mobile application and your organization's configuration.

9. Troubleshooting

No Search Results

Possible causes:

• Internet connectivity issue
• Incomplete search
• Incorrect spelling

Try entering more detailed information.

Address Didn't Populate

Possible causes:

• Required address fields are not configured.
• You do not have permission to edit the fields.
• An unexpected system error occurred.

Contact your CRM administrator if the issue persists.

Missing Address Information

Some locations may not include every address component.

For example:

• Postal Code may be unavailable.
• Building Number may not exist.
• State or Province may not be recorded.

You can manually complete any missing information.

10. Tips for Better Search Results

✔ Include the city name.

✔ Include the country for international searches.

✔ Search using postal codes when available.

✔ Use official business names or landmarks.

✔ Select the closest matching result rather than typing the entire address manually.

✔ If too many results appear, refine your search with additional location details.

11. Support

If you encounter any issues or have questions about using the extension, please contact your CRM administrator or the extension support team.

Support Email: [email protected]

When contacting support, include:

• CRM Module Name
• Screenshot of the issue (if applicable)
• Description of the problem
• Steps to reproduce the issue

Quick Tips

💡 Use the search feature instead of manually entering addresses whenever possible.

💡 Always verify the selected address before saving.

💡 The more specific your search query, the more accurate your search results will be.

💡 If an address is incomplete, you can manually update the fields before saving.

Revision History

VersionDateDescription1.0Initial ReleaseFirst version of the User Guide for OpenStreetMap Address Auto Complete for Zoho CRM