Allow Clarivoy to export your call logs for you

This is our preferred method.

Please create a CallRail login for Clarivoy at https://app.callrail.com/authenticate/ so that our team can pull and load this data for you each month.
 

1. Use this format for the email address: datateam+clientname@clarivoy.com    
        Replace clientname with your dealership name (no spaces).  Make sure you include the + sign.      
        Example: If your dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com.   
2. Please enable access to: view all leads for all Users/Salespeople at the dealership.   
3. Enable access to Export data.
4. Please provide us with the username and temporary password.

If you have any issues or need assistance with creating the login, contact CallRail for Support at (888) 219-2787.

Setting Up Call Reports for exporting on your own

Creating the Report

1. Log into https://app.callrail.com/authenticate/
2. Click Analytics on the left side bar
   
3. Click Reports on the top of the page
   
4. Under "Custom" on the left, click Create a Report
   
5. Then select Call Log
   
6. Create Report
   
7. Click on the Pencil next to the report name - Rename the report "Client Name - Clarivoy CallRail CT"
   
8. Under the report name ensure that the properties dropdown says “All Companies” (if it doesn't click the dropdown and select clear)
   
9. Click the dates dropdown and select “Custom”
   
10. Choose your desired dates and then click Set range
11. Click Edit Columns button under the graph
    
12. Select all of the columns
    
13. Click Apply
    
14. Click Save at the top
    
15. Underneath the graph click Export
    
16. Click the Excel drop down arrow and select “Excel, all columns”
    
17. Click Start export
    
18. Save the file somewhere you will remember. Name it with your dealership name, the words “CallRail Call Tracking” and the months the data is for. 
    Example: ABC Autos - CallRail Call Tracking - May 2026 to July 2026.csv
19. Click on the date dropdown and select “Last Month”
20. Click Save
    
21. Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking “Call Tracking”.

To export the data on a monthly basis moving forward, follow the below instructions.

Exporting Call Logs Monthly

1. Log into https://app.callrail.com/authenticate/
2. Click Analytics on the left side bar
   
3. Reports on the top of the page
   
4. Under "Custom" on the left, click on “Client Name - Clarivoy CallRail CT”
5. Underneath the graph click Export
   
6. Click the Excel drop down arrow and select “Excel, all columns”
   
7. Click Start export
   
8. Open up file and delete the first tab called “Cover Sheet”
9. Save the file somewhere you will remember. Name it with your dealership name, the words “CallRail Call Tracking” and the months the data is for. 
   Example: ABC Autos - CallRail Call Tracking - Jan 2025.csv
10. Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking “Call Tracking”.