Step-By-Step Guide to Adding CallRail Analytics Within Projects
The best method to perform this integration is to have your sub-accounts log in to their dashboard and perform the integration as mentioned in the CallRail Analytics help document. You can also SSO into your clients' account from your dashboard, access their Analytics app, and use their CallRail credentials to perform the integration. Alternatively, you can follow the directions below to perform the integration using the Projects app.
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Projects’.
2. Initiate New Integration:
Select the appropriate project in the left menu then click '+ Add New' from the top of the page.
3. Select CallRail Integration:
From the list of integrations, select CallRail and then click 'Continue'.
4. Retrieve Your API Key:
Log in to your CallRail account and access your 'Settings' from the left-side column. In the top menu, select 'Integrations'. Look for the section titled 'Data Access' on the left side and click on 'API Keys'. Click 'Create API V3 Key' in the top-right corner and copy this new key to your clipboard.
5. Paste API Key:
Return to the Analytics application and paste your copied API key into the provided field. Click 'Continue'.
6. Select CallRail Account and Company:
Choose the CallRail account you want to integrate. Then, select the company within that account. Click 'Continue'.
7. Verify Integration:
Check the integration of your CallRail account by accessing the CallRail tab at the top of the page. On the right side of the page, you should see an icon that reads ID. Hover over this to confirm your account ID.