CallRail Setup Guide Lite
Follow our setup guide to connect CallRail to Fivetran.
Prerequisites
To connect CallRail to Fivetran, you need a CallRail account.
Setup instructions
Create API key
Log in to your CallRail account.
On the navigation menu, click Integrations.
Under DATA ACCESS, click API keys.
Click Create API V3 Key.
Make a note of the new API key. You will need it to configure Fivetran.
Finish Fivetran configuration
- In the connection setup form, enter the Destination schema name of your choice.
- Enter the API key you created in Step 1.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected for the connection. To assign a different agent, click Replace agent, select the agent you want to use, and click Use Agent.
- Click Save & Test. Fivetran will take it from here and sync your CallRail data.
Related articles
description Connector Overview
account_tree Schema Information
settings API Connection Configuration