CallRail connection
info
This connector is currently in Beta Stage.
Prerequisite
CallRail offers API access through a Token.
Obtaining API v3 key
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Navigate to the Data Integration Console.
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Click Settings in the left-hand menu.
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Select the company you want to create or manage an API key.
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Access the Integrations option at the top of the page.
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Choose API Keys under the Data Access header.
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If you have not created a key before, click Create New API v3 Key. You can view your active API keys if you have already created them.
Establishing a connection
- Enter the Connection Name.
- Enter Access Token.
- Use the Test Connection function to view if your connection is up to the task. If the connection succeeded, you can now use this connection in Data Integration.