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CallRail: Authentication guide

This guide will walk you through how to authenticate or reauthenticate CallRail with Supermetrics in 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:


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.


For Excel users

If your team uses Supermetrics for Excel, you’ll see different options for managing and sharing data source connections in that destination. Learn more.


Instructions


Google Sheets Data Studio  Excel Data integrations
Before you can authenticate CallRail in Google Sheets, you need to install the Supermetrics add-on.
  1. Open a new Google Sheets file. 
  2. Navigate to ExtensionsSupermetricsLaunch to open the Supermetrics sidebar.
  3. Click Create query.
  4. Under Data source, select CallRail.
  5. Enter your API key and click Start
  6. Select your accounts.
  7. Navigate to Report configuration.
  8. Select the query type. 

When you're ready, learn how to create your first Supermetrics query with CallRail.


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.

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