Follow these steps to connect your CallRail data to Supermetrics and use your data in any of our data destinations — Google Sheets, Looker Studio, Excel, data warehouses, and Power BI, as well as the Supermetrics API. You can also connect to data sources from the Supermetrics Hub.
You can share your data source connection with your team and use the connection across all data destinations you use with Supermetrics. Learn more about shared connections.
Before you begin
To connect Supermetrics to CallRail, you need:
- An API key. Follow these instructions in CallRail’s documentation to create your key.
- The 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. 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 with resource planning and identifying the best-performing agents.
- 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. 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.
Instructions
Make sure you've installed the Supermetrics add-on before you connect.
- Open a new Google Sheets file.
- Navigate to Extensions → Supermetrics → Launch sidebar to open Supermetrics.
- Click Create new query.
- Under Data source, select CallRail.
- Enter your API key.
- Choose to make this connection shared or private.
- Click Start.
- Select the accounts you'd like to include in your reporting.
- Navigate to Report configuration.
- Select a query type to use in your report.
Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.
Make sure you've connected Supermetrics to Looker Studio before following the steps below.
- Open the Supermetrics Looker Studio data source gallery.
- Navigate to CallRail and click Start free trial.
- You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
- Once that's done, or if you've done it before, click the right-hand Authorize button (under "CallRail requires authorization to connect to data").
- Select a team that has access to the account you want to connect.
- Enter your API key.
- Choose to make this connection shared or private.
- Click Start.
- Select the accounts you'd like to include in your reporting.
- Select a query type, and click Next.
- In the pane's top right, click Connect.
- Click Create report.
- Click Add to report.
Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.
Make sure you've installed the Supermetrics add-on before you connect.
- Open an Excel file.
- Click Data → Show Supermetrics.
- Under Data source, select CallRail.
- Enter your API key.
- Choose to make this connection shared or private.
- Click Start.
- Select the accounts you'd like to include in your reporting.
- Navigate to Report configuration.
- Select a query type to use in your report.
Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.
Follow these instructions to set up a transfer with Supermetrics for BigQuery (marketplace). See the instructions below for other data warehouse destinations.
Set up transfer for BigQuery (marketplace)
Make sure you've enrolled the data source before you connect.
- Log in to the Google Cloud Platform.
- Navigate to BigQuery → Data transfers.
- Click + Create transfer.
- Select the CallRail data source.
- Fill in the transfer details. See detailed instructions on how to set up a transfer.
- Under Third-party connection, click Connect source.
- Accept the agreement.
- Click Authorize with CallRail.
- Enter your API key.
- Click Start.
- Select the accounts you'd like to include in your reporting and define the transfer settings.
- Click Submit.
- Click Save.
Set up data warehouse transfer on the Supermetrics Hub
Make sure you've set up a data warehouse destination before you connect.
- Log in to the Supermetrics Hub.
- In the left-side menu, under Export, go to Data warehousing → Transfers.
- Click Create new.
- Select the CallRail data source, and click OK.
- Fill in the transfer details. See detailed instructions on how to set up a transfer.
- In the Connections section, click Add new connection.
- Enter your API key.
- Click Start.
- In the transfer setup view, select the accounts you'd like to include in your reporting.
- Click Create transfer.
- Log in to the Supermetrics Hub.
- In the left-side menu, under Export, click Power BI.
- Click Select data source.
- Select the CallRail data source.
- Enter your API key.
- Click Start.
- Fill in the query details.
- Click Run query to test your query.
- Log in to the Supermetrics Hub.
- In the left-side menu, under Transform, click Query Manager (API).
- Select for Supermetrics API from the dropdown menu next to the page title.
- Click Select data source.
- Select the CallRail data source.
- Enter your API key.
- Click Start.
- Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
- Click Run to test your query.
- Log in to the Supermetrics Hub.
- In the left-side menu, select Connect → Data sources.
- Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
- Hover over the CallRail data source, and click Connect.
- Enter your API key.
- Click Start.