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

Step-by-Step

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

Location Action
  1. Open a new browser tab and sign in to your CallRail account.
  2. On the CallRail homepage, select My Account.
  3. In the My Account dropdown menu, select Account.

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  1. Select the Account dropdown menu.
  2. Select API Access.

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  1. Create a new API Key and/or copy your API Key and paste it into Klipfolio.

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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