How to Connect ClickUp to Excel

Published: April 25, 2024 - 4 min read

Julian Alvarado

ClickUp is a versatile project management tool that enables teams to collaborate, plan, and execute their work efficiently. By connecting ClickUp to Excel using Coefficient, you can seamlessly import your project data for further analysis, reporting, and automation.

This tutorial will walk you through the process of setting up the integration and fetching your ClickUp data into Excel.

Prefer to watch? Check out our video tutorial below for a step-by-step guide.

Advantages of using Excel to Analyze ClickUp Data:

  • Enhance Project Insights: Combine your ClickUp data with information from other sources in Excel to gain a comprehensive understanding of your project progress, task performance, and team metrics.
  • Automate Data Management: Coefficient streamlines the process of importing and updating your ClickUp data in Excel, saving you time and ensuring your analyses are always based on the latest information.
  • Empower Team Collaboration: Share your ClickUp data with team members in Excel and collaborate on project analysis, enabling your team to identify and address challenges efficiently.

Installing Coefficient in Excel

Before we get started, you’ll need to install Coefficient in Excel. Don’t worry, it’s a fast and straightforward process that you only need to do once. Follow these simple steps to get started:

Open Excel from your desktop or in Office Online.

 Excel opened from the desktop or Office Online

Navigate to the ‘File’ menu and select ‘Get Add-ins.’

  • Click on ‘More Add-ins’ to access the available add-ins.
  • the 'File' menu and 'Get Add-ins' option in Excel

Type ‘Coefficient’ in the search bar and click ‘Add.’

     showing the search for 'Coefficient' in the Excel add-ins search bar

A pop-up window will appear, guiding you through the installation process. Follow the prompts to complete the setup.

    Coefficient installation prompts in Excel

Once installed, you will see a ‘Coefficient’ tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

showing the 'Coefficient' tab and 'Open Sidebar' option in Excel

Connecting Excel to ClickUp

With Coefficient installed, you’re now ready to import your ClickUp data into Excel

Step 1: Choose ClickUp as Your Data Source

Navigate to the ‘Import from’ option in Coefficient and select ClickUp

    showing the selection of ClickUp from the 'Import from' menu in Coefficient

Step 2: Connect to Your Existing ClickUp Workspace

Select the ClickUp workspace you want to connect to Coefficient.

     illustrating the selection of an existing ClickUp workspace

Step 3: Select the Desired Object

Choose the object you want to import data from. For this example, we’ll select ‘Tasks’ to fetch data from a specific list in ClickUp.

Coefficient Excel Google Sheets Connectors
314,000 Pros Sync Live Data from Their Business Systems into Spreadsheet

Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.


Step 5: Provide Mandatory Parameters

Fill in the required parameters as indicated by the tooltips.

In this case, we need to provide the List ID of the ClickUp list we want to fetch tasks from. Locate the List ID in ClickUp and paste it into the designated field in Coefficient.

    showing the input of the List ID parameter in Coefficient

Step 6: Review and Import the Data

Select the desired fields from the left-hand side of the Import Preview menu.

Coefficient will display the retrieved data from ClickUp, allowing you to choose the specific fields you want to import. Make your selections an click ‘Import’ when finished.

    illustrating the field selection and data review in Coefficient

Coefficient will automatically push your ClickUp data to your spreadsheet.

Tips and Tricks: Analyzing ClickUp Data in Excel

  • Create Interactive Dashboards: Utilize Excel’s powerful charting and formatting capabilities or Coefficient’s pre-built templates to create interactive dashboards that provide a clear overview of your ClickUp data.
  • Ensure Data Freshness: Set up automatic data refreshes with Coefficient to keep your ClickUp data in Excel always up-to-date, providing a reliable foundation for your analyses and reports.
  • Get Timely Notifications: Use Coefficient to configure alert notifications sent to Slack or email when specific conditions are met, such as when a task reaches a certain stage or a project milestone is achieved, helping you stay informed of critical project updates without constantly monitoring your spreadsheets.

Connect ClickUp to Excel in Seconds with Coefficient

Connecting ClickUp to Excel using Coefficient allows you to efficiently import and analyze your project data.

By following this step-by-step tutorial, you can easily fetch your ClickUp tasks, projects, and team data into an Excel spreadsheet, empowering you to leverage the power of Excel for custom reporting, data analysis, and automation.

Get started with Coefficient today to streamline your ClickUp data management and elevate your project tracking to new heights.

Sync Live Data into Your Spreadsheet

Connect Google Sheets or Excel to your business systems, import your data, and set it on a refresh schedule.

Try the Spreadsheet Automation Tool Over 350,000 Professionals are Raving About

Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
350,000+ happy users
Wait, there's more!
Connect any system to Google Sheets in just seconds.
Get Started Free

Trusted By Over 20,000 Companies