Integrating CTM with Google Data Studio

Google Data Studio Connectors

This integration permits Google Data Studio to access data from your CTM account. Connecting to Google Data Studio lets you build and share custom reports. This integration is available on Marketing Pro, Sales Engage, Enterprise, Performance, Growth, and Connect plans.

CTM offers two connector types to determine what you can do with that information in Data Studio. 

• Activity Report Connector is a setup connector that lets you build Google Data Studio reports using your existing Activity Reports in CTM as dimensions. This connector also allows transferring information from the Activity Reports page to Data Studio.
• Call Log Connector – provides advanced reports using the data from your call log.  The call log fields reflect the API names, which can be updated in the reports. All the call log data is unaggregated, and it’s recommended to build your report templates using a small date range to ensure call data loads quickly.

For help with using Google Data Studio's interface to build reports, please refer to Google's support resources.

Activity Reports Connector

The Activity Reports Connector is a tool to import your reports into Google Data Studio.  For example, the default view shows calls for the last 30 days broken down by tracking source.  The Activity report data will be duplicated in the Google Data Studio.  The Activity Reports Connector is one dimension: Agent, day of the week, and tags. You can apply filters to narrow down which calls are included in the report.  Each connector you create is a different Activity Report view. Data imported using the Activity Reports Connector will be pre-aggregated by CTM before it is sent to Google.

Connector Setup
 

• Navigate to Activity Reports (Reports → Activity Reports).
• Choose the dimension to apply saved filters.
  • Important note: only saved filters can be used with the Google Data Studio connector.  To save a filter, select the filter options, then click Save. You'll be prompted to name the filter and Save Filter to confirm.
• To export the saved filter, select the Export drop-down in the right-hand corner for Google Data Studio.

• A pop-up window will appear showing a list of saved filters that can be applied to the connector in Google Data Studio.  Select your filter and choose Connect.
• Next, you will be directed to Google Data Studio. If this is the first time you have used a CTM Data Studio Connector, the system will prompt you to grant Google permission to access data from your CTM account.
• Enter the Basic Authentication Token for the account.  On the Google Data Studio settings page, select API Integration to display the authentication token.  Copy and paste the Token into the Google Data Studio field.
  • Note: If your account is on the EU server, you will need to use the following format for your authentication token/API key: eu-{API_KEY} 

• A Google Data Studio tab will open for the dimension and filter.
• Next, name the Connector.  
  • At the top of the page, you will see “Untitled Data Source.”  Rename the connector.
• In the Account Credentials section, enter your account ID.

• For templates, go to → Templates and select the one you would like to include.

Call Log Connector

The Call Log Connector allows you to build advanced reports using data from the call log.  Nearly all fields in the logs are available for use as Dimensions.  The fields imported into Google Data Studio are named using the API labels.  Labels can be changed in the built reports. It is recommended to build your report template using a small date range to ensure call data loads quickly.  Note: call log data is unaggregated when sent to Google, so aggregation will be handled by Google Data Studio.

Connector Setup
 

Navigate to Settings → Integrations → Google Data Studio.

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  • If you wish to include a saved Activity filter in your connector, begin the setup from the Manage Filters page.  Next, locate the saved filter you want to use and select Call Log in the Data Studio column. 
    • To save a filter, open the Filters panel in the call log. 
    • Select the filters → Save Filter.  
      • You’ll be prompted to name the filter to save.   (If you are using this option, skip step 2 and proceed to step 3)

In the Community Connectors section, select the Call Log Connector.

 

Once selected, you will be directed to Google Data Studio.  For first-time users of Google Data Studio Connector, you will be asked to grant permission for Google to access data from your CTM account.

Enter the Basic Authentication Token for your account.  On the Google Data Studio settings page, select API Integration to show the authentication token.  Copy and paste the Token into the field in Google Data Studio and select Continue.

• The first token shown is for the specific sub-account you're in. The second is the agency token. If you wish to view data from all of your sub-accounts in the same connector, make sure to use the agency’s authentication token.  
• Note: If your account is on the EU server, you will need to use the following format for your authentication token/API key: eu-{API_KEY} 

Next, give the connector a name.  At the top of the page, under Untitled Data Source, rename the connector (Use the name of the account or the name of the report you are building).

In the Account Credentials section, enter your account ID.  Your CTM account ID can be found in your Settings menu.

• If you set up the connector using your agency’s authentication token, use any account ID within that agency, and check the Agency Token box.

For templates, go to → Templates and select the one you would like to include.

Select → Connect.

The next page will show details of the connector you've created.  Go to Create Report to start a new report with this connector.