Brightmetrics Install Guide for RingCentral

Thank you for your interest in Brightmetrics Reporting and Analytics over RingCentral.

Brightmetrics makes it easy to get information to the people who need it in the format that makes the most sense for them. Brightmetrics is a secure, web-based service — all that is needed is a web browser, a username, and a password. Brightmetrics offers the most powerful report scheduling available for the RingCentral system.

To get started, click TRY IT FOR FREE to open the Registration Page in a new browser tab, then follow the steps below.

1. 1

   Fill in the Account Info section at the top of the registration form.

2. 2

   Under Unified Communications or Contact Center System Information, check the box beside RingCentral.

3. 3

   Read and check the Terms & Conditions box.

4. 4

   Click Register.

   

   Note

   Upon submission, you will be redirected to the Data Source page within Brightmetrics, where you will configure the RingCentral data source.

5. 5

   Click Add Data Source.

   

6. 6

   In the pop-up, leave the Setup as Automatic, do not enter anything in the RingCentral Account ID box,  and click Next. 

   

    

   You'll see another pop-up showing diagnostics are being run:

   

7. 7

   Once diagnostics are done, you'll see the message to authenticate. Click Authenticate.

   

   Important

   Upon clicking Authenticate, you will be redirected to the RingCentral login page. If you are not redirected, please make sure there are no pop-up blockers preventing you from proceeding.

8. 8

   Enter your RingCentral credentials (reminder: you need to be an Admin) and click Sign In.

   

9. 9

   A pop-up will appear asking you to grant Brightmetrics access to your data. Click Authorize.

   

10. 10

    You'll be directed back to Brightmetrics, where you'll see the diagnostics process complete, followed by a pop-up confirming that everything was set up correctly.

    

    On the Data Sources page, the Task Status will show as "ready" or "scheduled." Your Billing Status will show as Trial Pending until the first data upload is received.

    

11. 11

    Next to the original data source, you'll now see the option to add Real Time for live dashboards. Click Add Data Source.

    

12. 12

    Click Save in the pop-up.

    

You've completed the installation process and will be able to build dashboards and reports once your data upload completes.

If you haven't already, we recommend scheduling a demo with one of our experts for a high-level walk-through to see what our dashboards and reports can do. You can schedule a demo here. Already been through a demo and are interested in training? You can register for our free or paid training sessions here.

Have any issues or questions? Email support@brightmetrics.com for assistance.