Category: ClickUp

How to Import Goals Data from ClickUp into Google Sheets

Importing Goals data from ClickUp into Google Sheets helps teams track strategic objectives and measure progress more effectively. Coefficient creates a seamless connection that keeps your goals data fresh and actionable.

This guide will show you how to import your ClickUp Goals 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 Goals object to import.

  • Step 3:

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

Step-by-Step Guide to Import ClickUp Goals 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 Goals Data

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

  1. In the Import section, look for ClickUp under “Project Management” integrations
  2. Click on ClickUp and authorize the connection
  3. Select “Goals” from the list of available objects
  4. Choose the goal fields you want to import (like name, due date, progress, targets, etc.)
  5. Apply any filters if needed (such as specific time periods or folders)
  6. Click “Import” to bring the goals 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 Goals 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 goals 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

How to Import Folders Data from ClickUp into Google Sheets

Importing Folders data from ClickUp into Google Sheets helps teams analyze workspace organization and optimize project structure. Coefficient creates a seamless connection that keeps your folders data fresh and accessible.

This guide will show you how to import your ClickUp Folders 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 Folders object to import.

  • Step 3:

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

Step-by-Step Guide to Import ClickUp Folders 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 Folders Data

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

  1. In the Import section, look for ClickUp under “Project Management” integrations
  2. Click on ClickUp and authorize the connection
  3. Select “Folders” from the list of available objects
  4. Choose the folder fields you want to import (like name, space, access, lists, etc.)
  5. Apply any filters if needed (such as specific spaces)
  6. Click “Import” to bring the folders 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 Folders 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 folders 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

How to Import Docs Data from ClickUp into Google Sheets

Importing Docs data from ClickUp into Google Sheets helps teams track document usage and manage content more efficiently. Coefficient creates a seamless connection that keeps your docs data fresh and actionable.

This guide will show you how to import your ClickUp Docs 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 Docs object to import.

  • Step 3:

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

Step-by-Step Guide to Import ClickUp Docs 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 Docs Data

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

  1. In the Import section, look for ClickUp under “Project Management” integrations
  2. Click on ClickUp and authorize the connection
  3. Select “Docs” from the list of available objects
  4. Choose the docs fields you want to import (like title, status, author, last edited, etc.)
  5. Apply any filters if needed (such as specific folders or spaces)
  6. Click “Import” to bring the docs 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 Docs 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 docs 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

How to Import Custom Task Types Data from ClickUp into Excel

Importing your ClickUp Custom Task Types data into Excel helps you analyze and manage your specific task type configurations. Coefficient connects ClickUp directly to your spreadsheet seamlessly.

This guide shows you how to import your ClickUp Custom Task Types data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your ClickUp account.

  • Step 2:

    Step 2. Select Import from… and choose the Custom Task Types object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import the data.

  • Step 4:

    Step 4. Set up auto-refresh to keep your task type data automatically updated.

Step-by-step guide

Follow these steps to get your ClickUp Custom Task Types data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select ClickUp when prompted to connect a data source.

Log in to your ClickUp account and authorize Coefficient to access your data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Custom Task Types Data

With ClickUp connected, click “Import from…” in the Coefficient sidebar.

Select ClickUp as your source. Then, choose “Custom Task Types” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Custom Task Types data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest custom task type information from ClickUp.

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

How to Import Custom Fields Data from ClickUp into Google Sheets

Importing Custom Fields data from ClickUp into Google Sheets helps teams track field configurations and ensure data consistency across projects. Coefficient creates a seamless connection that keeps your custom fields data fresh and accessible.

This guide will show you how to import your ClickUp Custom Fields 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 Custom Fields object to import.

  • Step 3:

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

Step-by-Step Guide to Import ClickUp Custom Fields 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 Custom Fields Data

Next, select ClickUp from the available connectors and import your Custom Fields data:

  1. In the Import section, look for ClickUp under “Project Management” integrations
  2. Click on ClickUp and authorize the connection
  3. Select “Custom Fields” from the list of available objects
  4. Choose the custom field properties you want to import (like name, type, options, etc.)
  5. Apply any filters if needed (such as specific spaces or lists)
  6. Click “Import” to bring the custom fields 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 Custom Fields 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 custom fields 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

How to Import Comments Data from ClickUp into Google Sheets

Importing Comments data from ClickUp into Google Sheets helps teams track communication patterns and analyze feedback across tasks. Coefficient creates a seamless connection that keeps your comments data fresh and accessible.

This guide will show you how to import your ClickUp Comments 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 Comments object to import.

  • Step 3:

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

Step-by-Step Guide to Import ClickUp Comments 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 Comments Data

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

  1. In the Import section, look for ClickUp under “Project Management” integrations
  2. Click on ClickUp and authorize the connection
  3. Select “Comments” from the list of available objects
  4. Choose the comment fields you want to import (like text, task, user, created date, etc.)
  5. Apply any filters if needed (such as specific tasks or date ranges)
  6. Click “Import” to bring the comments 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 Comments 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 comments 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

How to Import Authorization Data from ClickUp into Excel

Importing your ClickUp Authorization data into Excel helps you manage and analyze user permissions and access levels. Coefficient connects ClickUp directly to your spreadsheet seamlessly.

This guide shows you how to import your ClickUp Authorization data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your ClickUp account.

  • Step 2:

    Step 2. Select Import from… and choose the Authorization object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your authorization data automatically updated.

Step-by-step guide

Follow these steps to get your ClickUp Authorization data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select ClickUp when prompted to connect a data source.

Log in to your ClickUp account and authorize Coefficient to access your data.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Authorization Data

With ClickUp connected, click “Import from…” in the Coefficient sidebar.

Select ClickUp as your source. Then, choose “Authorization” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Authorization data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest authorization information from ClickUp.

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