Schema Reference
The application schema is used to configure the objects returned from a connector.
Note
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The Account Schema tab is used to define the attributes for each object type in the application being configured. The schema attributes can be defined as Entitlement or Multi-Valued. Refer to Managing Source Account Schemas for more information.
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The schema attributes that are not present by default must be defined as strings if not specified.
The CallRail connector uses the following default correlation and object configurations.
Default Correlation Configuration
Before you aggregate accounts from this source, you can map account attributes with their corresponding identity attributes based on your requirements.
You can customize the correlation configuration. Refer to Assigning Source Accounts to Identities for more information.
When you first create the CallRail source, the default correlation mapping is:
| Account Attribute | Operation | Identity Attribute |
|---|---|---|
| Equals | Work Email (email) | |
| name | Equals | Name (name) |
Default Account Schema
Each source supports a variety of details, or attributes, about each user who has an account, such as their name, email address, manager name, and location.
The set of account attributes each source stores and how they're organized is known as the account's schema. To best represent your data, you can configure sources to use an account schema matching the one you use in the external connector. Refer to Managing Source Account Schemas for more information.
Default Account Attributes
The CallRail connector supports the following default account schema attributes and customer configurable attributes. The attributes must be defined as strings if not specified.
| Attribute Name | Description |
|---|---|
| id | The user's unique ID. |
| The user's email address. | |
| first_name | The user's first name. |
| last_name | The user's last name. |
| name | The user's full name. |
| role | The user's role. |
| created_at | The time and date when the user was originally created. |
| accepted | True if the user has accepted their invitation. |
Default Entitlement Attributes
Entitlement attributes define the entitlements, such as groups or roles, that can be assigned to the managed system's user accounts. Refer to Managing Entitlements for more information.
Caution
Changing the attribute marked as the Entitlement ID after aggregating accounts or entitlements can result in duplicate entitlements being created, or access profiles and roles breaking. To avoid this, edit the entitlement schema before performing any aggregations.
| Attribute Name | Description |
|---|---|
| id | The company's unique ID. |
| name | The company's display name. |
| status | Indicates whether the company is currently “active” or “disabled”. |
| time_zone | The company's local timezone. |
| created_at | Time and date when the company was originally created. |
| disabled_at | The date and time the company was disabled in UTC (ISO 8601 format). If the company is still enabled, this value will be null. |
| dni_active | Indicates whether or not the company has the Javascript Snippet enabled.This field will be null if the Javascript Snippet has never been installed. |
| callscore_enabled | Indicates whether or not the company has CallScore enabled. |
| lead_scoring_enabled | Indicates whether or not the company has manual lead scoring enabled. |
| swap_cookie_duration | Cookie duration length in number of days (30, 60, 90, or 365). Visitors who clear their cookies, return after the cookie expires, or use a different web browser will be treated as new visitors. |
| callscribe_enabled | Indicates whether or not the company has Transcripts and Call Highlights enabled. |
| form_capture | Indicates whether the company has the external form capture feature enabled. |
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