CallRail connection
info
This connector is currently in Beta stage.
Prerequisite
CallRail offers API access through a Token.
Obtaining API v3 key
- Navigate to the Data Integration Console.
- Click Settings in the left-hand menu.
- Select the company you want to create or manage an API key.
- Click the Integrations option at the top of the page.
- Choose API Keys under the Data Access header.
- If you have not created a key, 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.
- Click Test Connection to verify your connection is up to the task. If the connection succeeds, you can use this connection in Data Integration.