Mar 29, 2021
Integrating HappyFox BI with Aircall is quick and easy. In this article, let's go over the steps:
- Log in to your HappyFox BI account. Note: you need to have relevant permissions to integrate 3rd party apps. Please check with your account administrator for more information.
- Click the "HappyFox Bi Logo" icon on the top bar to open the menu. Click "Aircall" under Apps.
- Go to Aircall integration from the left navigation bar. Click the "Add Aircall Account" button to get started with the integration. Note: You can integrate multiple Aircall accounts with HappyFox BI.
- In the subsequent screen, you'll be asked to navigate log in to Aircall. After logging in, click "Authorize" to grant HappyFox BI access to Aircall data.
- You'll also be asked to connect a number with HappyFox BI. You can click "Skip for now" as we get the data for all the numbers irrespective of this step.
- Voila! You have successfully integrated HappyFox BI with Aircall 🎉.
Please visit the Data sources page to know more about the different data sets and their types.
For more information about how to use HappyFox BI, please refer to the articles present in the Working with Data section.