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 your profile icon and then click My Profile.
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 connector 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 in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
- 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 Connector Configuration