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

Demo Video: How to integrate Google Sheets & ClickUp?

Setting up ClickUp in Sheet Director

Choose App and Service:


Smartsheet Configuration


Authorization


Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Clickup- Post

Source Sheet

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


Mapping

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

Synchronize settings:

Synchronization Keys:

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

Conflict Resolution: 

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

Sample Output

Google Sheet Wins

Sample Output