ClickUp

Get started with the ClickUp source!

Obtain your credentials

If you don't know where to get your credentials for setting up a ClickUp integration, you can learn where to find them here.

Enable the source

Head to the flow that you want to add the ClickUp source to, and open the Sources page:

Search for the ClickUp source and then click the Connect button.

Here is where you should put in your credentials for your ClickUp account. If you don't have these credentials or don't know where to find them, read the guide below. Once you have finished putting in your credentials, click the Save & Continue button.

And that is it! You have linked the ClickUp source!

Configure the field map

Now that you have connected your ClickUp, you need to configure what data you want to pull. You can do this by adjusting your ClickUp Field Map.

The first thing that you need to do is go ahead and click the Field Map button for the ClickUp source.

Then to customize what data I want to pull, I can select the gear icon for one of the options. In this case, I am going to select the goal table.

You can now determine what objects you want to pull. Go ahead and select all the objects you want to pull from the Available column, and use the arrow in the middle to pull those over to the Chosen column.

Once you are done selecting the fields you want to pull, click the Confirm button.

If you also want to bring in additional tables, repeat the process above until you've selected everything you want to pull. Once complete, just hit the save button, and you are done with mapping the fields you want to pull from ClickUp!

Obtain your API Key

API Key

The first thing you need to do is log in to ClickUp. They have a free tier, so if you don't have an account, you can make one.

Your home page should look something like this. On the bottom left side of the screen, you should click your icon.

You should now see a menu of items. You should go ahead and select the My Settings option.

Now you should be in the My Settings page. From here, you should scroll down on the left-sided tool bar until you reach the My Apps category. Once you've reached the category, select the Apps section.

Now, you should be on a page where you can generate an API token. Go ahead and click the Generate button in order to create your API Token.

You have now generated your API Token. Go ahead and copy it.

Now you should go ahead and take the credential you generated in put it in hotglue!


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