ClickUp

Prerequisites

• An active ClickUp account from which data is to be ingested exists.

• The workspace ID and API token are available to authenticate Hevo on your ClickUp account.

• You must be an Admin user or an Account Owner to access all the data.

• You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

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Obtaining the Workspace ID and API Token

ClickUp authenticates requests from Hevo to access the information about your users and accounts with your Workspace ID and API token.

Note: You must log in as an Admin user or an Account Owner to perform these steps.

Obtaining the Workspace ID

Perform the following steps to obtain your workspace ID:

1. Log in to your ClickUp account, and click Home.

   

2. Copy the workspace ID from the URL path of the ClickUp home page and save it securely like any other password. For example, if the URL path is https://app.clickup.com/12345678/home, the workspace ID is 12345678. Use this ID while configuring your Hevo Pipeline.

Obtaining the API Token

ClickUp currently supports two user interface (UI) versions, 2.0 and 3.0. Although the API token you generate remains the same, the steps to obtain it differ based on your UI version.

To obtain this API token:

1. Log in to your ClickUp account.

2. Identify your ClickUp UI version:

   • If your profile icon is visible at the bottom left corner of the page, you are on version 2.0.

     

   • If your profile icon is visible at the top right corner of the page, you are on version 3.0.

     

3. Depending on your ClickUp UI version, do one of the following:

   • If you are on ClickUp version 2.0:

     1. At the bottom left corner of the page, click your profile icon.

        

     2. In the Settings pop-up window that appears, click Apps.

        

   • If you are on ClickUp version 3.0:

     1. At the top right corner of the page, click your profile icon, and click Settings.

        

     2. In the left navigation pane, under Settings, scroll down to the <Your_Name> section, and click Apps.

        

4. In the page that appears, under API Token section, click Generate.

   

5. Click Copy corresponding to the API token to copy it, and save it securely like any other password. Use this token while configuring your Hevo Pipeline.

   

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Configuring ClickUp as a Source

Perform the following steps to configure ClickUp as the Source in your Pipeline:

1. Click PIPELINES in the Navigation Bar.

2. Click + CREATE in the Pipelines List View.

3. In the Select Source Type page, select ClickUp.

4. In the Configure your ClickUp Source page, specify the following:

   

   • Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.

   • API Token: The API token that you generated in your ClickUp account to allow Hevo to access your data.

   • Workspace ID: The ID of the workspace from which data is to be ingested.

5. Click TEST & CONTINUE.

6. Proceed to configuring the data ingestion and setting up the Destination.

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