Guide: Using CallRail with Databox
How to connect CallRail to Databox
IN THIS SECTION
How to connect CallRail to Databox
To connect a CallRail Account in Databox, go to Data Manager > + New connection. Type CallRail in the search bar and click on the green Connect button.
This will open the Authorization window, which is where you will be prompted to enter your API Key. You can find this in your CallRail Account by navigating to User Profile > View Profile > API Keys. If there is not API Key available, click Create New API Key.
How much historical data is synced when you first connect CallRail to Databox?
When you connect a new CallRail Data Source in Databox, 15 months worth of historical data is initially synced.
Many CallRail Metrics are "Virtual Metrics," meaning only Total Values are being synced from CallRail's API. For these Metrics, historical data may not be available from before the initial connection date.
Pro Tip: Once your CallRail Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical CallRail data in your Databox reports. Learn more here.
What time zone does CallRail data sync in?
CallRail data is synced in UTC.
How many API calls does Databox make to CallRail's API
For every Basic Metric that is used on a Databoard, Databox makes 1 API call to CallRail's API. If all Basic CallRail Metrics are used on Databoards in a paid Databox Account, there will be ~24 API calls to CallRail's API every hour.
For example, if 4 Basic CallRail Metrics are used on a Databoard, then Databox will make 4 API calls to CallRail's API/ hour to sync this data.
For every Custom Metric that is created, Databox makes 1 API call for each Date Range selected, plus 1 API call for each Comparison Period (i.e., Previous Period or Same Period Last Year).
Once a day and once a month there are regularly scheduled syncs to update all CallRail Metrics, whether they're used on Databoards or not. The daily data sync makes 28 API calls to CallRail's API each day, while the monthly data sync makes 14 API calls to CallRail's API each month. These API calls are done in addition to the hourly fetching cycle.
How to increase the API request limit for a CallRail Account
Many Agencies use 1 central CallRail Account for all of their Clients. This means the same CallRail Account is connected in multiple Databox Accounts (Agency Account + Client Accounts). Often, this results in Agencies hitting CallRail's 1000/ day (100/ hour) API request limit.
Databox is a centralized reporting tool that allows users to access all of their analytics in one place.
For paid Databox plans, data is requested hourly. For free Databox plans, data is requested daily.
Yes, but Databox continues to make API calls for historical data to account for any changes in the data.
How to access pre-built CallRail Templates
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.
Popular CallRail Templates
How to build a Databoard using CallRail data
If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Datablock Library icon
Popular CallRail Metrics
|Total Calls||Form Submissions||Total Calls by Source|
|First Tim Callers||Missed Calls||Total Calls by Company|
View a full list of CallRail Metrics available in Databox here.
How to use the Query Builder for CallRail
The Query Builder for CallRail allows you to create Custom Metrics based on Company, Keyword, Campaign, and more.
Learn more about the Query Builder for CallRail here.