CallRail is the most intuitive, extensive software solution for call/phone routing.
The schema information shows all report types you can use to extract data from CallRail.
Follow our setup guide to connect CallRail to Improvado.
Step 1. Click the Data Sources in the left navigation bar.
Categories on the Data sources page group all available platforms. Use a search to find the required one.
Step 2. Click on the CallRail tile.
Step 3. To authorize your account, you need to fill in the required fields below following steps 3.1 - 3.5:
Step 3.1. Go to Settings > Integrations.
Step 3.2. Click Integrations.
Step 3.3. Click API Keys.
Step 3.4. On the screen's right side, click Create API v3 Key. Copy generated API Key value.
Step 3.5. Enter copied values into the Improvado authorization form.
Also, you can find the additional information here: CallRail API v3 Documentation.
Step 4. After completing the connection process, the CallRail connection will appear in your Connected sources list.
Step 5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.
Step 6. To extract data from the connected sources, check the instruction on how to set up data extraction.
Improvado team is always happy to help with any other questions you might have! Send us an email.
Contact your Customer Success Manager or raise a request in Improvado Service Desk.