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CallRail

Connect CallRail to sanda: what to prepare, the fields the connection form asks for, and how its data lands in your warehouse.

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Connect CallRail

  1. Open the catalogue. In the console, go to Data · Connections and press New connection.
  2. Choose CallRail. It is listed under marketing and analytics; you can also search for it by name.
  3. Fill in the form. Enter the fields below. Credentials go straight to sanda’s sync engine and are never stored in sanda’s database.
  4. Choose what to sync. Pick the tables you want, and a sync mode for each. See choose what to sync.
  5. Run the first sync. sanda tests the connection, then lands each table you chose in your warehouse.

Configuration fields

What the connection form asks for. Required fields are marked; the rest are optional.

Field Type Required Description
Api key string, secret Yes API access key.
Account id string, secret Yes
Start date string Yes Start getting data from that date.

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