How to Authenticate/Re-authenticate CallRail in Google Sheets, Google Data Studio & Microsoft Excel

This guide gives instructions on how to authenticate CallRail in Google Sheets, Google Data Studio, and Microsoft Excel.  


Quick links to specific sections: 

Google Sheets

Data Studio

Excel

"If everything fails..." 

Data Source Access Requirements:

To enable Supermetrics for Call, you must create an API Key and have a valid Admin or Manager or Reporting user role level.
 

To generate an API Key, please see:

For user settings in CallRail, please see:

Authenticating with Google Sheets

To authenticate CallRail in Google Sheets, please do the following steps:

1. Open up the Supermetrics sidebar in your Google Sheets. 

2. Select CallRail in the sidebar, under data source.


3. An automatic login page will open up, please insert your API key and click on start. To generate an API key, please see: CallRail's API documentationFor more information on data source access requirements, please see this link.

5. You have completed all the steps. You can now go back to the sidebar and select your CallRail account under data source.


Re-authenticating with Google Sheets:

To re-authenticate CallRail in Google Sheets, please go to this guide.


Authenticating with Data Studio:

To authenticate CallRail in Google Data Studio, please do the following steps:

1. Click on add data.

2. Search for CallRail by Supermetrics and click on it. Please note that as this data source is in early access, you can test it directly from this link

3. Click on Authorize. If you wish to learn more about data security and data privacy, please see this page.

4. An automatic login page will open up, please insert your API key and click on start. To generate an API key, please see: CallRail's API documentationFor more information on data source access requirements, please see this link.

5. Click on the link below to authenticate your user account. 

With this link, you can also add or delete users. 

7. Click on OK, let's continue to continue with that user. If you wish to log in with a different user, click on Add CallRail user account. Click on remove to remove the user account.

- If your Data Studio account belongs to multiple teams, you will see the option to select the team you wish to use. Go to the link below and select the team name with your license to proceed. (If you only belong to one team, skip to the next step). 

8. Select one or multiple accounts and query type


9. Click on connect on the top right side to continue. 

10. By default, there will be a list of fields. You can skip this list and click on create report.

10. As a final step, click on add to report


Re-authenticating with Data Studio:

To re-authenticate CallRail in Data Studio, please go to this guide.

Authenticating with Excel:

To authenticate CallRail in Excel, please do the following steps:

1. Click on data and open up the Supermetrics sidebar in Excel.

2. Select CallRail in the sidebar under data source.

3. An automatic login page will open up, please insert your API key and click on start. To generate an API key, please see: CallRail's API documentationFor more information on data source access requirements, please see this link.


4. You have completed all the steps. Now you can go back to the sidebar and select your CallRail account, under "select accounts". 

Re-authenticating with Excel:

To re-authenticate CallRail in Excel, please go to this guide.


"If everything fails..." 

Common errors:

If you encounter any of the following errors below, please see the guide linked after the error message.

  • Error: "This was a reauthorization request for user X but logged in as user Y", please see this guide
  • Error: "You're not allowed to run queries with this license #12345. This is because you have not been assigned to the license as a valid user." please see this guide.
  • Error: "This action is not supported when you are signed into multiple accounts". please see this guide.
  • If you no longer see a specific account/page/etc. when logging in, please see this guide
  • If you haven't managed to authenticate you might be affected by an issue at Google account management. For more information, please see this guide.

Forcing a refresh per account data & removing a data source:

To force a refresh per data source, please see this guide.

To remove a data source from Google Sheets, please see this guide.

To remove a data source from Data Studio, please see this guide.

To remove a data source from Excel, please see this guide.


Further assistance 

If you followed all the above steps and you still encounter an authentication error, please create a new support request with the details of the issue and we will assist you.

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