Google Data Studio Integration

Google Data Studio allows you to create custom dashboards and reports for data visualization. Using CallRail’s integration with Google Data Studio, you can use the contents of your Call Attribution report to infuse your custom dashboard with your call data. 

Your integration with Google Data Studio is available at the company or agency level. By setting up this integration, you agree to our Terms of Service and Privacy Policy.

Getting Started

Four CallRail connectors are available for sending your data and can be used simultaneously. Use the links below to navigate directly to one or more of these within Google Data Studio's gallery.

- The Call Time Series connector shows call data over a selected time period

- The Call Summary connector shows summary call data grouped by various metrics

- The Call Details connector shows full, detailed data for individual calls

- The Form Summary connector shows summary form data grouped by various metrics

The Call Summary and Form Summary connectors can provide the following fields as "Group By" categories within Google Data Studio:

- Source

- Keyword

- Campaign

- Referrer

- Landing Page

- Company

Adding Your Call Data to Google Data Studio

After selecting one or more connectors as described in the previous section, follow the steps below to customize your report.

Note: If using multiple connectors, you will need to complete the following steps for each connector you choose.

  1. Select Authorize to implement the use of this Community Connector for both CallRail and Google Data Studio. 

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  2. You'll reach a screen where you can configure your custom report. For any data connector you choose, select your Account from the dropdown. Configure the other fields as they are listed for your chosen connector to begin the setup of your report. 

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  3. If you'd like to pull data only from a specific company, select that company from the drop-down menu in the second field. If no company is chosen, Data Studio will pull all calls from your account at the agency level (calls meeting the criteria you select here from every company in your account).

  4. After you've set your dimensions in Data Studio to your personal preferences, click Connect at the top of the page.

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  5. You'll be taken to a page where you can add additional configurations for your report. Click Add to Report when you're ready to finish your report setup.

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    Tip (Optional): If you've selected Average Duration as one of your data points, Google recommends changing the "Type" on this page to "Duration (sec.)" within the Numeric section of the drop-down.

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  6. Click Create Report at the top of the page when finished.

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  7. You'll be redirected to a new screen where your report will be built. Click Add to Report to add your data source.

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  8. Customize your report by choosing the graphs, colors, layout, and themes you'd like to apply to your report. 

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  9. When finished, click View at the top of the page to see your report. 

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Adding Additional Data Sources

To add another data source, or display different dimensions on your report, you can re-deploy the CallRail Connector from your original report with a different "Group By" category. Follow the instructions in this section for each dimension you'd like to add to your report.

  1. Open the report where you'd like to add another dimension and select File > Report Settings.

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  2. Click the ">" icon for Dimension on the right side of the page.

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  3. Click Create New Dimension at the bottom of the page.

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  4. Choose CallRail: Calls Summary from the bottom left-hand corner of the page.

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  5. You'll reach a screen where you can configure your custom report. Select your preferred dimensions for "Account" and "Group By" (this is a required step). You should choose a different "Group By" dimension than what already exists in your report.

  6. After you've set up your integration to your personal preferences, click Connect at the top of the page in Google Data Studio.

    screenshot_704.png
  7. You'll be taken to a page where you can add additional configurations for your report. Click Add to Report when you're ready to finish your report setup.

    screenshot_748.png

    Tip (Optional): If you've selected Average Duration as one of your data points, Google recommends changing the "Type"  on this page to "Duration (sec.)" within the Numeric section of the drop-down.

    screenshot_751.png
  8. Click Add to Report at the top of the page when finished.

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  9. You'll be redirected to a new screen where your report will be built. Click Add to Report to add your data source.

    screenshot_753.png
  10. Continuing customizing your report by choosing the graphs, colors, layout, and themes you'd like to apply to your report. Here's an example of a report that contains multiple custom dimensions:

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Disabling Your Google Data Studio Integration

The Google Data Studio connection is configured at the user-level within your CallRail account. If this connection needs to be removed within CallRail, the user that configured the integration should log in to disable it.

  1. Click the Account icon in the top left to open the My Account panel, then click >My Profile

  2. Select My Applications from the Manage section in the left menu.

  3. Select Manage My Applications at the top of the page.

  4. Click the Revoke Access icon for Google Data Studio to remove the integration.

  5. Choose Revoke Access to confirm.

Unlinking Google Data Studio from CallRail

If you'd like to remove CallRail's access to Google Data Studio, you can do so from your Google account management settings.

  1. Log into the Google Data Studio account you'd like to unlink from CallRail.

  2. Select your account drop-down in the upper-right corner of the page, then click Manage Account.

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  3. In the Security tab, locate the Third party-apps with account access section and click Manage third-party access.

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  4. Scroll down to the Google apps section and click Google Data Studio, then Remove Access.

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FAQs

Can I use the Google Data Studio integration on my white label account?

At this time, Google Data Studio isn't available for white-labeled accounts.