How to Import User Groups Data from ClickUp into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to import User Groups data from ClickUp into Google Sheets using Coefficient for better team management, access control, and permission analysis.

clickup integration

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Importing User Groups data from ClickUp into Google Sheets helps administrators track team structures and manage permission sets. Coefficient creates a seamless connection that keeps your user groups data fresh and accessible.

This guide will show you how to import your ClickUp User Groups data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your ClickUp account and select the User Groups object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your user groups data updated automatically.

Step-by-Step Guide to Import ClickUp User Groups Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your ClickUp account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select ClickUp and Import User Groups Data

Next, select ClickUp from the available connectors and import your User Groups data:

  1. In the Import section, look for ClickUp under “Project Management” integrations
  2. Click on ClickUp and authorize the connection
  3. Select “User Groups” from the list of available objects
  4. Choose the group fields you want to import (like name, members, permissions, etc.)
  5. Apply any filters if needed
  6. Click “Import” to bring the user groups data into your spreadsheet
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set Up Auto-Refresh (Optional)

Keep your ClickUp User Groups data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported ClickUp user groups data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available ClickUp Objects

  • Authorization
  • Attachments
  • Comments
  • Custom Task Types
  • Custom Fields
  • Docs
  • Folders
  • Goals
  • Guests
  • Lists
  • Members
  • Roles
+10 more

Frequently Asked Questions

  • How to get User Groups from ClickUp?

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    You can access ClickUp User Groups through the Settings > Teams section in your workspace. For comprehensive group management, Coefficient connects directly to your ClickUp account and imports user groups data into Google Sheets, giving you enhanced visibility into your team structure.

  • How do I get a list of User Groups in ClickUp?

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    Within ClickUp, you can view groups in the workspace settings, but analyzing group composition and permissions is limited. For better team management:

    • Install Coefficient in Google Sheets
    • Connect to your ClickUp account
    • Select the User Groups object to import
    • Get a complete inventory with all group members and permissions
  • How do I download User Groups data from ClickUp?

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    ClickUp doesn’t provide a direct way to export user group configurations for analysis. Coefficient solves this by:

    • Creating a live connection to your ClickUp workspace
    • Importing User Groups data with all member details and permission sets
    • Enabling analysis of team structure and access levels
    • Building reports on group composition and role distribution
  • How to automate importing ClickUp User Groups to Google Sheets daily?

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    To keep track of team changes and maintain access control:

    • Import your ClickUp User Groups data using Coefficient
    • Click the refresh settings on your imported data
    • Select daily refresh and your preferred time

    Coefficient will handle the daily updates automatically, ensuring you always have current information about your team structure.

  • How to send email alerts about User Groups data from ClickUp?

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    Monitoring team changes is important for organizational governance. With Coefficient, you can:

    • Set up data alerts based on group conditions (e.g., new members added)
    • Configure email notifications when group permissions change
    • Schedule regular reports showing team composition
    • Keep administrators informed about access control changes
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