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Step 1: Get your CloudTalk credentials

To integrate your CloudTalk account with Plecto, you need to provide an

  • Access Key ID and

  • Access Key Secret.

CloudTalk Administrators can find these credentials in CloudTalk Dashboard Account > Settings > API keys tab.

Step 2: Integrate CloudTalk with Plecto

  1. Go to Data management > Data sources > + New data source > CloudTalk.

  2. (Optional) Rename your credentials.

  3. Enter your CloudTalk API Access Key and Secret.

  4. Click Next.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Our integration with CloudTalk currently allows you to import the following data:

  • Call history