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.
Click on execute to pull the data into the sheet.
Click save to save the service.