> For the complete documentation index, see [llms.txt](https://docs.quanti.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.quanti.io/connect/connectors/callrail.md).

# CallRail

Follow our setup guide to connect CallRail to QUANTI:

{% hint style="info" %}
Sync your CallRail call tracking data (calls, form submissions, companies, trackers) into your warehouse for marketing attribution and lead analysis.
{% endhint %}

***

## Prerequisites

* A CallRail account with access to **Integrations > API Keys**.
* Your CallRail **Account ID**: the nine-digit number after `/a/` in your CallRail dashboard URL.

***

## Authentication

The connector uses an **API key**, sent in the Authorization header of every request, together with your Account ID.

***

## Setup Instructions

{% stepper %}
{% step %}
**Generate an API key**

In CallRail, select **Integrations** in the left navigation, then **Data Access > API Keys**, and click **Create New API v3 Key**. The key is shown only once.
{% endstep %}

{% step %}
**Enter your API key and Account ID**

Enter the **API Key** and your **Account ID** (the nine-digit number after `/a/` in your CallRail dashboard URL).
{% endstep %}

{% step %}
**Choose your reports**

Choose the reports to sync.
{% endstep %}
{% endstepper %}

***

## Data Model

```mermaid
erDiagram
    companies {
        STRING id PK
        STRING name
        STRING status
    }
    trackers {
        STRING id PK
        STRING company_id
        STRING type
    }
    calls {
        STRING id PK
        TIMESTAMP start_time
        STRING company_id
        STRING tracker_id
        INTEGER duration
    }
    form_submissions {
        STRING id PK
        TIMESTAMP start_time
        STRING company_id
        STRING tracker_id
    }
    companies ||--o{ trackers : "owns"
    companies ||--o{ calls : "receives"
    companies ||--o{ form_submissions : "receives"
    trackers ||--o{ calls : "tracks"
    trackers ||--o{ form_submissions : "tracks"
```

***

## Available Reports

### Calls

Daily inbound and outbound call records with attribution, duration and customer details.

#### Dimensions

| Column                  | Type      | Description                                                       |
| ----------------------- | --------- | ----------------------------------------------------------------- |
| `id`                    | STRING    | Unique call identifier, prefix CAL (primary key)                  |
| `answered`              | BOOLEAN   | Whether the call was answered                                     |
| `direction`             | STRING    | Call direction: inbound or outbound                               |
| `start_time`            | TIMESTAMP | Call start timestamp (ISO 8601 with timezone)                     |
| `customer_name`         | STRING    | Caller ID name                                                    |
| `customer_phone_number` | STRING    | Caller phone number in E.164 format                               |
| `customer_city`         | STRING    | Caller city from phone number geolocation                         |
| `customer_state`        | STRING    | Caller state (2-character abbreviation)                           |
| `customer_country`      | STRING    | Caller country code                                               |
| `tracking_phone_number` | STRING    | Tracking phone number that received the call (E.164)              |
| `business_phone_number` | STRING    | Business phone number that answered the call (E.164)              |
| `voicemail`             | BOOLEAN   | Whether the call ended in voicemail                               |
| `recording_duration`    | STRING    | Recording duration in seconds (string, may be null)               |
| `source`                | STRING    | Traffic source category that generated the call                   |
| `source_name`           | STRING    | Name of the tracking source (e.g. Google Ads, Organic Search)     |
| `campaign`              | STRING    | Campaign name associated with the call                            |
| `keywords`              | STRING    | Search keywords that triggered the call                           |
| `lead_status`           | STRING    | Lead qualification status (good\_lead, not\_a\_lead, not\_scored) |
| `tracker_id`            | STRING    | ID of the tracking number, prefix TRK                             |
| `company_id`            | STRING    | ID of the company associated with the call, prefix COM            |
| `first_call`            | BOOLEAN   | Whether this is the caller's first call to this number            |

#### Metrics

| Column     | Type    | Description              |
| ---------- | ------- | ------------------------ |
| `duration` | INTEGER | Call duration in seconds |

### Form Submissions

Daily form submission records with attribution and customer details.

| Column                  | Type      | Description                                                       |
| ----------------------- | --------- | ----------------------------------------------------------------- |
| `id`                    | STRING    | Unique form submission identifier (primary key)                   |
| `company_id`            | STRING    | ID of the company associated with the form submission, prefix COM |
| `company_name`          | STRING    | Name of the associated company                                    |
| `start_time`            | TIMESTAMP | Form submission timestamp (ISO 8601 with timezone)                |
| `customer_name`         | STRING    | Submitter name                                                    |
| `customer_phone_number` | STRING    | Submitter phone number in E.164 format                            |
| `customer_city`         | STRING    | Submitter city                                                    |
| `customer_state`        | STRING    | Submitter state (2-character abbreviation)                        |
| `customer_country`      | STRING    | Submitter country code                                            |
| `tracking_phone_number` | STRING    | Tracking phone number associated with the form (E.164)            |
| `landing_page_url`      | STRING    | URL of the page where the form appeared                           |
| `source_name`           | STRING    | Name of the tracking source (e.g. Google Ads, Organic Search)     |
| `source`                | STRING    | Traffic source category that generated the form submission        |
| `campaign`              | STRING    | Campaign name associated with the form submission                 |
| `keywords`              | STRING    | Search keywords that triggered the form submission                |
| `lead_status`           | STRING    | Lead qualification status (good\_lead, not\_a\_lead, not\_scored) |
| `utm_source`            | STRING    | UTM source parameter from the form submission URL                 |
| `utm_medium`            | STRING    | UTM medium parameter from the form submission URL                 |
| `utm_campaign`          | STRING    | UTM campaign parameter from the form submission URL               |
| `tracker_id`            | STRING    | ID of the tracking number associated with the form, prefix TRK    |

### Companies

Companies (sub-accounts) within the CallRail account.

| Column        | Type      | Description                                                        |
| ------------- | --------- | ------------------------------------------------------------------ |
| `id`          | STRING    | Unique company identifier, prefix COM (primary key)                |
| `name`        | STRING    | Company name                                                       |
| `status`      | STRING    | Company status (active, disabled)                                  |
| `created_at`  | TIMESTAMP | Company creation timestamp (ISO 8601)                              |
| `disabled_at` | TIMESTAMP | Timestamp when the company was disabled (ISO 8601), null if active |

### Trackers

Call tracking numbers (source and session trackers) configured in the account.

| Column         | Type      | Description                                              |
| -------------- | --------- | -------------------------------------------------------- |
| `id`           | STRING    | Unique tracker identifier, prefix TRK (primary key)      |
| `name`         | STRING    | Tracker name                                             |
| `type`         | STRING    | Tracker type: source (static) or session (dynamic pool)  |
| `status`       | STRING    | Tracker status (active, disabled)                        |
| `company_id`   | STRING    | ID of the company this tracker belongs to, prefix COM    |
| `company_name` | STRING    | Name of the company this tracker belongs to              |
| `source_name`  | STRING    | Name of the tracking source associated with this tracker |
| `created_at`   | TIMESTAMP | Tracker creation timestamp (ISO 8601)                    |

***

## Scheduling

| Setting             | Default        | Options                         |
| ------------------- | -------------- | ------------------------------- |
| **Frequency**       | Daily          | Daily, Weekly                   |
| **Sync time**       | 3:00 AM        | —                               |
| **Lookback window** | 5 days         | 1, 3, 5 days                    |
| **Historical load** | Up to 365 days | 3, 6, 12 months or custom dates |

***

## Notes

* `recording_duration` is stored as text (STRING), unlike `duration`.