CallRail Reporting

Frequently Asked Questions

• How do I connect my CallRail account to Swydo?

  From your client page in Swydo, open the Data Sources tab and click New Data Source, then choose CallRail. For most platforms you’ll authorize via OAuth; a few (Klaviyo, CallRail, Call Tracking Metrics, ActiveCampaign) use an API key instead. Once authorized, pick the specific account, property, or page you want to report on. Each one becomes a data source you can drop into any report.

• Can I combine CallRail data with other platforms in one report?

  Yes. Every Swydo report supports widgets and KPIs from multiple data sources side by side, so a single report can pull from CallRail, Google Ads, GA4, Meta, and more. For paid-media platforms you can also blend up to five sources inside a single widget — useful for cross-channel ROAS, total spend, or unified conversion tables. Custom blended widgets aren’t available for non-ad platforms, but reports themselves can mix anything.

• Is my CallRail data secure in Swydo?

  Yes. Swydo connects via OAuth or scoped API keys, encrypts data in transit over HTTPS, and stores access tokens with role-based controls. Swydo is GDPR-compliant and acts as a data sub-processor under a standard DPA. You can revoke any connection at any time, and on account closure all data and credentials are deleted within 90 days. Full details live on Swydo’s privacy and data-storage pages.

• What does Swydo cost, and is there a free trial?

  Swydo offers a 14-day free trial with no credit card required. Pricing is based on the number of data sources, not on users (seats are unlimited) or report volume. The flat plan includes 10 data sources, with a per-source rate beyond that which decreases as you scale. Frequency of reporting doesn’t affect cost. Use the calculator at swydo.com/pricing for an exact quote.

• How do I find my CallRail API key for Swydo?

  In CallRail, click your account profile, choose View Profile, go to Security → API Keys, and click Create API V2 Key. Copy the key and paste it into Swydo when adding the CallRail data source. CallRail uses API V2 specifically — older V1 keys won’t authenticate. The key has read access to your call data; treat it like a password.

• Can I report on CallRail call attribution back to specific campaigns?

  Yes. CallRail’s whole-funnel attribution — first source, last source, multi-touch — flows into Swydo, so you can build a calls-by-source widget showing which channels (Google Ads, Meta, GBP, organic search) drove the most attributed calls. Combine with the spend data from each channel to calculate cost per call by source — a key local-business and home-services agency KPI.

• How do I report on call quality, not just call volume?

  CallRail exposes call duration, call score (where you’ve configured scoring), call tags, and lead-quality flags. Build a quality section showing average call duration, percentage of calls tagged as qualified leads, and percentage of calls scored as high-quality. Pair with call-volume widgets to give clients both numbers — calls aren’t valuable unless they’re the right calls.

• Can I report on CallRail form submissions alongside calls?

  Yes. CallRail’s form-tracking exposes form submissions, attribution per form, and lead score per submission. Build a unified Lead Volume section combining calls + form submissions + chat conversations, attributed to the same source dimensions. For local-services agencies, this gives clients one view of total inbound lead activity across every contact method.

• How do I combine CallRail with Google Ads for cost-per-call reporting?

  Add both CallRail and Google Ads as data sources, then build a cost-per-call widget: Google Ads spend ÷ CallRail-attributed calls (filtered to Google Ads-attributed). Layer on call-quality metrics (call duration, lead score) to show clients not just cost per call but cost per qualified call. This is one of the highest-impact local-services agency deliverables.

• Can I report on multiple CallRail accounts (multi-location clients)?

  Yes. Each CallRail account or sub-account connects as its own data source. For franchise or multi-location clients, add each location’s CallRail account, then build a location-level breakdown widget showing calls per location, cost per call per location, and lead quality per location. Useful for showing clients how local marketing performance varies by market.

• How do I get started with Swydo?

  Sign up for a 14-day free trial or start a subscription. Then:

  • Add team members and set permissions.
  • Customize your account with your branding.
  • Add clients to organize and manage your reports.
  • Integrate CallRail, other data sources from 35+ platforms or upload your own via Google Sheets.
  • Create & share CallRail reports using templates or custom widgets.
• Do I need technical skills to use Swydo?

  No, Swydo is designed to be user-friendly and self-service, so no technical skills are required to get started quickly. Our setup guides walk you through every step. If you need assistance, our support team is here to help.

• How can I connect my CallRail account?

  For a quick overview on how to set up your CallRail account, check out the integration tutorial on our help center.

• What happens if an integration is not available?
  • You can integrate any data with Swydo using Google Sheets integration. 

  • Manually upload your data or use tools like Zapier or Make to automate syncing from thousands of sources. 
  • This keeps your reports up to date with the metrics that matter most.
• Is my data secure with Swydo?

  Yes, Swydo implements  industry-standard measures to protect your information. This includes secure data storage, encryption, and compliance with privacy regulations. Learn more here.

• Do you offer Report Filters?

  Yes, Swydo offers several filter options to help you refine your data and focus on the most relevant insights. Some of the key filter types include:

  • CallRail Metric Filters: Refine data based on specific metrics (e.g., impressions, clicks, conversions).
  • Date Filters: Filter CallRail data by custom date ranges or specific time periods (e.g., weekly, monthly).
  • Dimension Filters: Apply filters based on CallRail dimensions like campaign, ad group, or device.
  • Inclusion/Exclusion Filters: Specify which CallRail data to include or exclude from your reports.
• Can I have multiple integrations in the same report?

  Yes, you can combine CallRail data with multiple integrations into one comprehensive report. This allows you to:

  • Create sections with data from different platforms (e.g., Google Ads, Facebook Ads, Microsoft Ads).
  • Build a holistic view of your marketing performance in one place.

  Perfect for multi-channel campaigns and seamless reporting.

• Is my CallRail data automatically updated in Swydo?
  • Yes! Swydo always displays the most recent data provided by the CallRail API.
  • While data isn’t updated live in the background, it refreshes when you open a report or manually refresh the page.
  • This ensures you’re always seeing the latest available CallRail data from your connected platforms.
• How does Swydo ensure my CallRail data connections stay reliable?

  Swydo actively monitors your data sources to keep everything running smoothly. If there’s a disruption, such as a password change or account update, you’ll receive an alert in the app, and a detailed email with easy steps to resolve the issue.

   

• What happens after my trial ends?
  • You will need to upgrade to a paid plan to continue using Swydo.
  • Your reports and data remain available for 90 days, giving you time to transition.
• What payment options do you accept?

  We accept credit cards (Visa, Mastercard & American Express) and PayPal.

• Can I cancel my subscription anytime?
  • Yes, you can cancel at any time.
  • Since Swydo operates on a post-payment model, you’ll be billed for data sources used in the current cycle.
  • If you cancel today, you’ll still have access until the end of your billing period, but no further charges will apply.
  • Learn more here.
• Can I pause my subscription and reactivate it later?
  • Yes! For $10/month, you can pause your subscription while keeping your reports and data.
  • You can resume anytime you’re ready.
• What happens to my data if I cancel or stop using Swydo?
  • Your CallRail reports and data stay available for 90 days after cancellation.
  • After 90 days, your account, data, and reports will be permanently deleted
• What type of support do you offer?
  • Our specialists are available 24/5 on weekdays and typically respond within 15 minutes.
  • You can reach us via the chat button on our website or in the Swydo app, or by email to support@swydo.com 
  • Visit our Help Center for documentation and FAQs.
• Do you offer any onboarding services?

  Yes! Our onboarding ensures a seamless start with:

  • Live demos with a specialist (book anytime).
  • Getting Started series with videos and articles.
  • Follow-up emails with tips and next steps.

  While Swydo is self-service, our support team is always available to help set up your first reports.