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CallRail connection

info

This connector is currently in Beta stage.

Prerequisite

CallRail offers API access through a Token.

Obtaining API v3 key

  1. Navigate to the Data Integration Console.
  2. Click Settings in the left-hand menu.
  3. Select the company you want to create or manage an API key.
  4. Click the Integrations option at the top of the page.
  5. Choose API Keys under the Data Access header.
  6. 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

  1. Enter the Connection Name.
  2. Enter Access Token.
  3. Click Test Connection to verify your connection is up to the task. If the connection succeeds, you can use this connection in Data Integration.
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