Use CallRail as a data source

Resources

Authentication: API Key Authentication
Sample Query:

For the most recent 250 calls:

api.callrail.com/v1/calls.json?per_page=250&page=1
API Documentation: CallRail API Documentation


Create a new data source using CallRail

To create a data source using CallRail, you need to accomplish the following tasks:

  • Start the data source creation process.
  • Find your CallRail API Key.
  • Write your query and enter it into Klipfolio.
  • Authenticate and complete the data source creation process.

Note: This guide assumes that you already have an active CallRail account.

Step 1: Start the data source creation process

To create a data source using CallRail, go to the Connector Gallery page in Klipfolio and select CallRail.

Step 2: Find your CallRail API Key

Open a new browser tab and sign in to your CallRail account.

In CallRail, find (or create) your API Key and save it. You will need it as you follow the steps below.

Step 3: Write your query and enter it into Klipfolio

CallRail offers a variety of query options from which you can retrieve data. All of them use Signed Authentication. Refer to the CallRail Data Export API to find out more.

Here are a few sample queries to get you started:

For the most recent 250 calls:

api.callrail.com/v1/calls.json?per_page=250&page=1

For today's calls:

https://api.callrail.com/v1/calls.json?start_date={date.today}&per_page=250

Step 4: Authenticate and complete the data source creation process

Now that you have written your query:

  1. At Data Format, select JSON from the drop-down list.
  2. At Method, select GET.
  3. Select the Query Parameters drop-down menu.
  4. Under Name, type Authorization.
  5. Under Value, enter your CallRail API key in the following format: Token token=your-api-key
  6. Under Type, select Header from the drop-down list.
  7. Select Get Resource.
  8. If you are satisfied with the data returned, select Continue.

Related links