Getting Started with ClickUp to Sheets.
R

Written By Ramzi

Last updated 5 months ago

  1. Install the ClickUp to Sheets add-on from the Google Workspace Marketplace [1].

  2. Open a Google Sheet and authorize the add-on to access your ClickUp account [1][3].

  3. You'll be greeted with a welcome card, prompting you to connect your ClickUp account [3].

Syncing Your First List:

  1. Navigate through your ClickUp workspaces, spaces, folders, and lists to select the list you want to sync.

  2. Customize your sync options, such as including closed tasks, descriptions, latest comments, and custom fields.

  3. Click "Sync my List" to create a new sheet with your ClickUp data.

Managing Your Syncs:

  1. View all your synced lists from the main add-on interface.

  2. Each synced list displays its last update time and has a settings button for adjusting sync options.

  3. You can manually trigger updates for individual lists or all lists at once.

Customizing Your Sync:

  1. Include or exclude closed tasks.

  2. Choose to sync task descriptions.

  3. Sync the latest comments on tasks.

  4. Include custom fields from your ClickUp list.

Troubleshooting:

  • If you encounter any issues with authorization, try reauthorizing your ClickUp account.

  • For very large lists, the sync process may be interrupted due to Google Apps Script time limits. In this case, try syncing smaller portions of your list or contact support for assistance.

Remember, this is a beta version, so some imports may encounter issues with complex ClickUp setups. We're continuously working to improve the add-on's performance and reliability.

For additional help or to request new features, use the "Help?" and "Feature" buttons located in the add-on's footer.