CallRail: Authentication and reauthentication guide

This guide will walk you through how to authenticate or reauthenticate CallRail with Google Sheets, Data Studio, and Microsoft Excel, as well as data warehouse destinations like Google Cloud Storage, BigQuery, and the Supermetrics API. 

Before you begin

To connect Supermetrics to CallRail, you need:

• An API Key. Follow these instructions in CallRail’s documentation to learn how. Note that the API key is tied to the specific user's settings.
• An Admin, Manager, or Reporting user role level for each business account. Learn more about user roles and user management in CallRail’s documentation.

Here's an example of API key:

Query types

Call data

• Returns data on calls, and leads acquired through calls. You can find metrics like the number of calls, answer rate, call duration, lead amount, and lead value.
• Gathers data about call insights by splitting the data by time, call source, number, or agent. This can help to identify the best-performing agents, and with resource planning.
• Gathers data on a specific call and fetches direct links to recordings. 

Form submission data

• Returns data on form submissions, and leads acquired through forms. You can find metrics like the number of form submissions, lead amount, and lead value.
• Gathers lead insights by splitting the data by time or by source. You can also fetch all form submission data to dig into specific answers.

Data protection agreement 

If you have any questions about how Supermetrics handles and secures your data, read our policy on data privacy and security.

Instructions

Troubleshooting

• If you encounter an authentication error such as “authentication failed”, “you need to reauthenticate” or similar, see this guide. 
• If you encounter a permission error such as “user permission denied” or similar, follow this guide.