This guide provides the steps necessary to connect and use Call Rail on Oviond, including permissions, limitations, and troubleshooting.
Ensure you have an Oviond account with administrative access.
You will need the login credentials for the Call Rail account and an API Key.
Click this button for instructions on how to generate a Call Rail API key:
How to Generate a Call Rail API Key
Open Oviond and navigate to the client you wish to connect Call Rail to.
Select Project or Start a New Project
Select the project you want to work on or start a new project.
If starting a new project, it will automatically open in the Workspace Editor.
Access the Project Workspace Editor
Click 'Edit' to access the Project Workspace Editor if you are working on an existing project.
In the action sidebar menu on the right, select Data Sources.
Select Call Rail.
Enter the API Key and click 'Save'.
An authentication pop-up will appear (The first authenticated account will automatically be called "Default Call Rail Account") and you can change this in Data Sources.
Select 'Default Call Rail Account' and click 'Next'.
Choose the Call Rail account you wish to connect to and click 'Save'.
If you get an error message on your data widget:
Please follow these steps:
Click on the refresh button in the widget or next to the date selector in the project.
if the widgets still don't load data
Click on 'Connect' in the widget and make sure you have connected the correct Call Rail account. You will need to add a new authenticated account and make sure you have used the correct API key.
If you have followed these steps and are still experiencing issues with Call Rail on Oviond, please contact support.
Following these steps will help you successfully connect Call Rail to Oviond, enabling seamless data integration for your dashboards and reports.
How to connect a data source from a widget
Learn how to connect a data source from a widget in Oviond with this step-by-step guide for seamless data integration.
