CallRail | How to Connect

To give Alight Analytics access to your CallRail account, we will first need an API Key.

To obtain the API Key, go to your CallRail dashboard, follow these steps:

  1. Click the drop down to the right of the navigation bar
  2. Click "View my Profile Link" in the dropdown
  3. On the menu to the left, click the API Keys link
  4. Click "Create New API V3 Key" 

NOTE: By default, reports have a set list of measures and dimensions. Any additional fields that are added need to be communicated to Alight before setting up the dataset for this report. Please also specify any filtering you may be using for reporting purposes. 

Please be prepared to provide the Report Type and Fields/Sample Reporting. 

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