Skip to main content
Feedback

CallRail walkthrough

You can choose the created CallRail connection or create one and get the data from CallRail into Data Integration.

Prerequisite

CallRail connection.

Procedure

  1. Navigate to the Data Integration Console.
  2. Click Connection in the left-hand menu.
  3. Find and select the CallRail connection.
  4. Select a report in the Report drop-down menu.
  5. Hipaa Account: Select if the account is HIPAA.
  6. Accounts: Select an account from the list.
  7. Field selection: Select fields to add to the default fields in the report.
  8. Reports filters: Filter the report by fields (leave the filter empty to get a report without a filter by field).

  1. Select Reports' time period

    Select the Incremental extract method to filter the report for specific periods or dates. Incremental fields: choose one from options list: created at, updated at or scheduled_at.

    Select the time period of the report: All the reports support two kinds of time periods:

    • Date range:

      • Pulls data in the date range between the start and end date provided, including the end date.
      • You must select a start date.
      • Leaving the end date empty pulls data up to the current river run time.
      • Select a timezone offset to send dates based on the offset.
      • Use the Last Days Back For Each Run to expand the start date and pull data from a specified number of days before the chosen start date.

    • Predefined date- A date range defined by Data Integration:

      • Day: Yesterday.
      • Week (From Monday to Sunday): Week to date, Previous week, Previous week to date.
      • Month: Month to date, Previous month, Previous month to date.
      • Year: Year to date.

  2. Select Interval chunks

    Data Integration can run over the increment using chunks to make the loading efficient and precise, especially for large amounts of data. You can choose from:

    • Don't Split: Data Integration pulls the data from the chosen start date to the end date in one bulk.
    • Daily: The run is chunked daily from the start to the end date.
    • Monthly: The run is chunked monthly from the start to the end date.
    • Yearly (Less Recommended): The run is chunked yearly from the start to the end date.

    Interval size: Set the size of each interval. For example, setting the Interval Size to 4 with a Daily Interval Chunk splits the date period into 4-day chunks. The period running from 01/01/2020 until 08/01/2020 is split into two intervals: from 01/01/2020 until 04/01/2020 and from 05/01/2020 until 08/01/2020.

On this Page