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Connect Twilio

This article covers how to connect Twilio to a Client in AgencyAnalytics, plus API credential setup and common FAQ.

Written by AgencyAnalytics Team

Twilio

Twilio provides tools and APIs to build customized communication solutions, such as sending SMS messages or making phone calls from apps. Connecting Twilio to AgencyAnalytics lets you track your Twilio metrics alongside your other marketing data.

  • Master credentials allow access to all project accounts

  • Sub-account API keys allow access to a single account

View all available Twilio metrics to learn what's possible with this integration.


Before You Start

To avoid a failed connection or error when connecting Twilio to a Client, the person connecting needs one of the following credential sets:

  • An Account SID and Auth Token

  • An API Key SID and API Key Secret


Connect Twilio

Once you have your Account SID/Auth Token or API Key SID/API Key Secret ready, follow these steps to connect Twilio to a Client.

Step 1: Open the Client where you'd like to connect Twilio, then click the Data tab at the top.

Step 2: Click the blue Connect Source button in the upper right corner of the page.

Step 3: Search for Twilio in the search bar at the top, then click the Twilio card.

Step 4: Click Connect New Account to launch the authorization window.

Step 5: Enter the API credentials for the Twilio account you want to connect, then click Save at the bottom left.


FAQ

Where do I find Twilio Master Credentials?

If you're managing multiple sub-accounts, you'll need Master Credentials to authorize the connection. To get your Master Credentials:

Step 1: Go to your native Twilio dashboard. You should see a section titled Project Info.

Step 2: The Account SID will be displayed automatically.

Step 3: Click the eye icon to view your auth token.

How do I create a Twilio sub-account API key?

To create and obtain a sub-account API key:

Step 1: From your native Twilio dashboard, select Settings > Subaccounts on the left menu.

Step 2: Select the sub-account you want from the list.

Step 3: Click Settings on the left menu.

Step 4: Use the LIVE credentials shown on this page, or click API Keys on the left menu.

Step 5: Click the Create New API Key button on the page (shown as a large plus sign).

Step 6: Give the key a memorable name, select Master as the type, then click Create API Key.

Is a "From" phone number filter available?

A filter is currently only available for "To" (recipient) phone numbers. This is due to the current availability of the Twilio API, not an AgencyAnalytics limitation.

Is there a Twilio API call limit?

Yes. Calls to the Twilio API reach a hard cap of 15,000 due to Twilio's API pagination limits (1,000 records per page x 15 pages), combined with the risk of timeouts on AgencyAnalytics' side. This limit usually affects larger accounts with many records that are trying to view 6 to 12 months of data.


What to Check Out Next

Explore all available Twilio metrics by reading the Twilio metrics overview


💬 Need additional help?

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