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Domo Knowledge Base

CallRail Connector

Intro

CallRail provides call analytics services to help businesses learn what makes their phones ring. Use Domo's CallRail Connector to retrieve data on calls, companies, sources, call & SMS alerts, and so on. To learn more about the CallRail API, visit their page (http://apidocs.callrail.com/).

You connect to your CallRail account in the Data Center. This topic discusses the fields and menus that are specific to the CallRail connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your CallRail account and create a DataSet, you must have a CallRail API Key. To obtain an API key, do the following:

  1. Log into your CallRail account.

  2. In the CallRail dashboard, select My Account > Account in the top right corner.

  3. Select API Access.

  4. Click Add API Key in the top right.

Your CallRail API Key appears in the table. 

Connecting to Your CallRail Account

This section enumerates the options in the  Credentials  and  Details  panes in the CallRail Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your CallRail account. The following table describes what is needed for each field:  

Field

Description

API Key Enter your CallRail API Key. For information about obtaining an API Key, see "Prerequisites," above.

Once you have entered valid CallRail credentials, you can use the same account any time you go to create a new CallRail DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the CallRail report you want to run. The following reports are available:

Calls Returns a list of calls in your account.
Companies Returns a list of the companies in your account.
Session Trackers Returns a list of session trackers for the specified company.
Session Trackers Call Alerts Returns a list of users who will receive call alerts for a specified session tracker.
Session Trackers SMS Alerts Returns a list of users who will receive SMS alerts for a specified session tracker.
Sources Returns a list of sources.
Source Trackers Returns all source trackers for a specified company.
Source Trackers Call Alerts Returns a list of users who will receive call alerts for a specified source tracker.
Source Trackers SMS Alerts Returns a list of users who will receive SMS alerts for a specified source tracker.
Tags Returns a list of tags for the specified company.
Users Returns a list of all users in your account.
From Days Enter the number of past days for your report. For example, if you entered 30, the report would show data for the past 30 days. Pair with To Days to create a range of days.
To Days Enter the number of past days that should not appear in your report. For example, if you entered 3, your report would contain data up until 3 days ago. Pair with From Days to create a range of days.
Retrieve All Data or Just New Data Since Last Successful Run Select how much data to retrieve. If you select All data, the report retrieves all data within the given Start Days and End Days range. If you select Since last successful run, the report retrieves all data since the last successful update. If this is a new DataSet, the run retrieves data for the number of days specified in Start Days.  

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.