How to Import Custom Fields Data from ClickUp into Google Sheets

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

Learn how to import Custom Fields data from ClickUp into Google Sheets using Coefficient for better field configuration management, data consistency, and workflow customization.

clickup integration

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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

Frequently Asked Questions

  • How to get Custom Fields from ClickUp?

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    You can access ClickUp Custom Fields through the Settings section or when creating/editing lists. For comprehensive field management, Coefficient connects directly to your ClickUp account and imports detailed custom field configurations into Google Sheets, giving you enhanced visibility into your data structure.

  • How do I get a list of Custom Fields in ClickUp?

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    Within ClickUp, there’s no central view to see all custom fields across your workspace. For better field management:

    • Install Coefficient in Google Sheets
    • Connect to your ClickUp account
    • Select the Custom Fields object to import
    • Get a complete inventory of all field configurations and usage
  • How do I download Custom Fields data from ClickUp?

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    ClickUp doesn’t provide a direct way to export comprehensive custom field configurations. With Coefficient, you can:

    • Create a live connection to your ClickUp workspace
    • Import Custom Fields data with all field types and options
    • Track field usage across spaces and lists
    • Build data governance and field standardization reports
  • How to automate importing ClickUp Custom Fields to Google Sheets daily?

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    To maintain accurate field configuration records and track changes:

    • Import your ClickUp Custom Fields 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 data structure.

  • How to send email alerts about Custom Fields data from ClickUp?

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    Monitoring field configuration changes is important for data governance. With Coefficient, you can:

    • Set up data alerts based on field conditions (e.g., new fields added)
    • Configure email notifications when field configurations change
    • Schedule regular reports showing field usage and distribution
    • Distribute data structure audits to system administrators
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