ClickUp

Google Sheets + ClickUp Integration

Query from ClickUp into Google Sheets

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, PayPal, etc.

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.

What is ClickUp?

ClickUp is an all-in-one project management platform that eliminates the need of using more than one tool for your organization's workflow.

ClickUp to Google Sheets: Use Case(s)

> Pull data from ClickUp and present it into Google Sheets - Query

ClickUp

Sheet Director

Google Sheets

Setting up ClickUp in Sheet Director

Choose App and Service:

Select ClickUp from the list of applications.
Select service as Query.

Smartsheet Configuration

Click on connect to ClickUp to connect to ClickUp so that you can pull data.

Authorization

Create your ClickUp account.
Create a workspace.
Click Connect Workspace to authorize with Sheet Director.

If ClickUp is connected successfully the following screen appears.
Select the required entity.
Select the required team.
Select the required space.
Mention the fields required.
Select the maximum result that is required.

Destination Settings:

Configure the destination settings to save the executed data.

Scheduler Settings:

Switch on Run automatically to execute services automatically in background.

Notification Settings:

Configure the Notification settings to setup the email templates and add attachments.

Sample Output

Google Sheet to Clickup- Post

Choose Post as Service type
Select the workspaces, list where you need to post the tasks

Source Sheet

Choose the sheet that contains post records.
Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

Select the Status column
If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Mapping

After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on Yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting the Column drop-down
You can delete the field by clicking on delete icon at the top of each field map
You can't delete mandatory* fields

Click on execute will ask for confirmation
Click save to save the service

It will show number of records ready to post
Click post now to post the records on Asana

Sample Output

It will show the count of the number of records posted successfully and failed to post (if any).

Google Sheet to ClickUp- Sync

Select service as Synchronize ClickUp.

Select the Max results required.

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in ClickUp.

Conflict Resolution:

When Synchronization happens, there could be a conflict of data between Google Sheets and ClickUp.

ClickUp Wins
Google Sheet Wins

ClickUp Wins: Latest data from ClickUp will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in ClickUp.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

ClickUp Wins

Select ClickUp.
The latest updated data from ClickUp will be updated in Google Sheets.

Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Click Execute to execute the data.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into ClickUp will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.

If the data are synced successfully the following screen appears.
Click on Close to close the configuration.

Sample Output

The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.

Google Sheet Wins

Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into ClickUp.

Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Click Execute to execute the data.
Click Save to save.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into ClickUp will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.