How to Connect ClickUp as Data Destination

The integration will allow you to automatically create or update tasks, and add comments to tasks to ClickUp based on data from other systems. For example, you can transfer tasks from your website, or Google Sheets to ClickUp and plan everything in one place. This will allow you to maximize the automation interaction of ClickUp with other services and systems.

Let's go through the entire ClickUp setup steps
together!

Navigation:
1. What will integration with ClickUp do?
2. How to connect ClickUp account to ApiX-Drive?
3. How to set up data transfer in ClickUp in the selected action?
4. An example of the data that will get sent to your ClickUp.
5. Auto-update and update interval.

Once you've set up a Data Source system, such as Google Sheets, you can start setup ClickUp as a Data Ingestion.

To do this, click "Start Configuring Data Destination".

Select the system as Data Destination. In this case, ClickUp must be specified.

Next, you need to specify an action, for example, "Create a TASK".

- Create TASK - a new task will get created in your ClickUp account. The system, based on the data from the Data Source system, will create a new task.
- Update TASK - ClickUp will update the task in your account. The system, based on the data from the Data Source system, will update the task.
- Add COMMENT to task - a new task comment will get added to your ClickUp account. The system, based on the data from the Data Source system, will add a comment to the task.

The next step is to select the ClickUp account in which will get the task created.

If there are no accounts connected to the ApiX-Drive system, click "Connect account".

Enter the data for authorization in your personal ClickUp account.

Give your permission to ApiX-Drive to work with this account.

When the connected account is displayed in the "active accounts" list, select it.

Now you need to assign variables from the Data Source system to the ClickUp fields you need.
To add a variable, click on the column field and select the desired variable from the dropdown list. Please note that you can use not only Data Source variables, but also manually entered data.

Now you can see the Test data.

If you want to send Test data to ClickUp in order to check if the setup is correct, click "Send test data to ClickUp" and go to your ClickUp to check the result.

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable auto-update".

On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.

This completes the setup ClickUp as Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!