A productivity team app for storing all essentials such as tasks, documents, goals, chat, and more.
Overview
Activate your data with ClickUp
Setup
Connect ClickUp via OAuth2 by granting permission to Hightouch.
Pick the workspace or workspaces you want to connect to.
Tasks
Insert
Insert mode will create new tasks for added rows in your warehouse.
Update
Update mode will update existing tasks by ID mappings you provide.
ID mappings:
We strongly suggest the use of a field with unique value when choosing a custom field for ID mappings to avoid unexpected writes.
Upsert
Upsert mode will update existing tasks or create new tasks if not exists.
ID mappings:
We strongly suggest the use of a field with a unique value for ID mappings to avoid unexpected writes.
Fields
status must be a valid status (see below). Status is case insensitive; for example, in progress is the same as IN PROGRESS.
priority is a number that corresponds to the Priorities available in the ClickUp UI.
1is Urgent2is High3is Normal4is Low
time_estimate must be in milliseconds.
parent must be an existing task. If provided, it will make the new task a subtask of that parent. Parent must not be a subtask itself, and must be part of the list you selected.
Arrays
Array properties can be passed to ClickUp by returning the data as either a comma delimited string or an array in your SQL query. For example, tags.
Hightouch will override array. For example, if you have ['tag 1, tag 2']
tags set in a task and we run a sync with values ['tag 1', 'tag 3']. After
the sync, the tags value will be ['tag 1', 'tag 3'].
References
Reference properties are fields that would require internal IDs as values. However, Hightouch also will you to match rows by meaningful properties, for example, email for users.
Reference fields like assignees that allow multiple values will behave like
arrays.
Dates
All date fields accepts Unix time in milliseconds.
A convenient way to convert common date format is by using our built-in
to_unix function
Custom fields
Supported custom field types:
- Date - See Dates above
- Users - See Reference above
- Tasks - See Reference above
- Checkbox - Boolean value
trueorfalse - Text Area - Muti-line text (for example,
"This is a long text...") - Text - Single line text (for example,
"This is a single line text") - Phone - Valid phone number (for example,
"+1 123 456 7890") - Email - Valid email address (for example,
lana@clickup.com) - Url/Website - Valid URL (for example,
https://clickup.com) - Currency/Money - Number value (for example,
9.99) - Emoji/Rating - Rating value (for example,
5) - Drop Down - Option value or zero-based index of the options.
- Labels - Array or comma delimited string of labels to be displayed. Invalid labels (not in options) will be omitted.