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:
- An API Key. Follow these instructions in CallRail’s documentation to create your key.
- An Admin, Manager, or Reporting user role level for each business account. Learn more about user roles and user management.
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
Before you can authenticate CallRail in Google Sheets, you need to install the Supermetrics add-on.
- Open a new Google Sheets file.
- Navigate to Extensions → Supermetrics → Launch to open the Supermetrics sidebar.
- Click Create query.
- Under Data source, select CallRail.
- Enter your API key and click Start.
- Select your accounts.
- Navigate to Report configuration.
- Select the query type.
When you're ready, learn how to create your first Supermetrics query with CallRail.
- Open the Supermetrics data source gallery.
- Navigate to CallRail and click Try.
- Click Authorize.
- If you're authenticating CallRail for the first time, log in with the Google Account you use with Supermetrics. Click Allow.
- Click Authorize.
- Enter your API key and click Start.
- Select your accounts.
- Select the query type, and click Next.
- Click Connect on the top right-hand side.
- Click Create report.
- Click Add to report to complete the authentication steps.
Add or remove a user account in Data Studio
- Click the edit icon next to CallRail in the Data Studio sidebar.
- At the top left of the connection pane, click Edit connection.
- Scroll down to Parameters.
- Browse team, account, and license management options in the section beginning "To add more/manage accounts..."
Before you can authenticate CallRail in Excel, you need to install the Supermetrics add-in.
- Open an Excel file.
- Click Data → Show Supermetrics.
- Under Data source, select CallRail.
- Choose to make this connection shared or private.
- Enter your Start.
- Select your accounts.
- Navigate to Report configuration.
- Select the query type.
Explore our guides to set up data transfers to various destinations.
- BigQuery
- Data warehouses and cloud storage (Amazon S3, Google Cloud Storage, Snowflake, Azure Storage, or Azure Synapse)
- The Supermetrics API
Reauthenticate
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.