Exporting account-level data

CallRail users can download and export account-level data. This CSV file includes a monthly breakdown of your data for each month you choose. Once your export is ready, you will receive an email with a .zip file that includes the selected month's data. You can also view all exports that have occured, the date of the export, and the user who initiated it.

Please note that for any date-based filtering, the maximum amount of time any communication record will be held is 25 months. This is further detailed in our data retention policy.

Getting started

  • Your account must be in open in order to export account-level data.
  • Only account administrators can initiate this export.
  • Account-level data exports are available for phone calls, form submissions, leads, and text messages. 

Exporting your account data

Follow the steps below to export your data. 

  1. Select the Account icon in the top left, then select Account Settings.
  2. Choose Details from the Account header on the left.
  3. In the Export Data section, choose the month and year for which you'd like your data.
    screenshot_3424.png
  4. Select the checkbox next to Calls, Forms, SMS, Leads, and/or Call Recordings, then click Start Export.
    screenshot_3423.png
  5. Once the export is complete, select the Download icon for the exported month. You can also download your export through the email we'll send once your export's complete.  Depending on your account’s size, this request can take several hours to a few days to complete.

    screenshot_2984.png
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