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CloudCall o1: Connect your call data to OneUp

Connect your CloudCall data to OneUp using CloudCall's secure sign-in process.

Overview

This guide only applies to customers using CloudCall o1. For previous CloudCall versions, see this article.

Connect CloudCall to OneUp using your CloudCall account. You'll be asked to sign in to CloudCall and approve access to your data.

🔒 You'll need an CloudCall account with permission to connect integrations.

What next?

Choose the option that applies to you:

  • If you're onboarding with an Implementation Engineer, you'll receive a connection link after your first call with us.

  • If you're using our self-serve setup flow, you'll be prompted to connect CloudCall after selecting it from the list of available integrations.

  • If you're reconnecting an existing integration, follow the steps below.

Reconnecting CloudCall o1

  1. In OneUp, click the Settings icon next to your profile picture and select Platform Settings.

  2. Select Integrations in the left-hand menu.

  3. Find CloudCall and click the 🔒 icon.

  4. Click Connect.

  5. Sign in to your CloudCall account if prompted.

  6. Approve access to your CloudCall data.

Check the connection

Once connected:

  • The integration status will show as Authenticated.

  • Data will begin syncing into OneUp.

  • Your users, activity and performance data will start appearing throughout the platform.

Troubleshooting

I can't sign in to CloudCall

Make sure you're using an CloudCall account with permission to connect integrations.

I don't have permission to connect CloudCall

Some organisations restrict who can approve integrations. Contact your CloudCall administrator and ask them to complete the connection or grant the required permissions.

I connected the wrong CloudCall account

Follow the connection steps above and sign in with the correct CloudCall account.

The new connection will replace the existing one.

My data isn't appearing in OneUp

The initial sync can take some time to complete. If the integration shows as connected but no data has appeared after 24 hours, contact our Support team.

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