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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 GoogleCloud Storage, BigQuery, and the Supermetrics API. 

  

Before you begin

To connect Supermetrics to CallRail, you need:


Here’s an example of sufficient user permissions:

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


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

Reauthenticate 
Learn how to reauthenticate the data source with Supermetrics Google Sheets.

Next steps
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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