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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
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
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Step 1:
Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.
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Step 2:
Step 2. Connect your ClickUp account and select the Goals object to import.
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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:
- Open your Google Sheet
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
Step 2: Select ClickUp and Import Goals Data
Next, select ClickUp from the available connectors and import your Goals data:
- In the Import section, look for ClickUp under “Project Management” integrations
- Click on ClickUp and authorize the connection
- Select “Goals” from the list of available objects
- Choose the goal fields you want to import (like name, due date, progress, targets, etc.)
- Apply any filters if needed (such as specific time periods or folders)
- Click “Import” to bring the goals data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
Keep your ClickUp Goals data up to date by setting up automatic refreshes:
- After importing your data, click on the Coefficient menu in your sheet
- Select the imported ClickUp goals data
- Click on “Refresh settings”
- Choose your preferred schedule (hourly, daily, or weekly)
- Confirm your settings to enable auto-refresh
Available ClickUp Objects
- Authorization
- Attachments
- Comments
- Custom Task Types
- Custom Fields
- Docs
- Folders
- Goals
- Guests
- Lists
- Members
- Roles
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Frequently Asked Questions
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How to get Goals from ClickUp?
You can access ClickUp Goals through their web interface in the Goals section. For more comprehensive goal tracking and analysis, Coefficient connects directly to your ClickUp account and imports detailed goals data into Google Sheets, giving you enhanced reporting capabilities.
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How do I get a list of Goals in ClickUp?
Within ClickUp, you can view goals in the Goals section with basic filtering. For advanced goal management:
- Install Coefficient in Google Sheets
- Connect to your ClickUp account
- Select the Goals object to import
- Get a complete inventory of all goals with progress metrics and targets
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How do I download Goals data from ClickUp?
ClickUp doesn’t provide a straightforward way to export comprehensive goals data for analysis. With Coefficient, you can:
- Create a live connection to your ClickUp workspace
- Import Goals data with all targets and progress metrics
- Build custom dashboards to visualize goal achievement
- Combine goals data with other business metrics for context
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How to automate importing ClickUp Goals to Google Sheets daily?
To track goal progress over time and ensure accountability:
- Import your ClickUp Goals 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 progress metrics for your objectives.
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How to send email alerts about Goals data from ClickUp?
Monitoring goal progress is crucial for team performance. With Coefficient, you can:
- Set up data alerts based on goal conditions (e.g., at-risk objectives)
- Configure email notifications when progress falls behind schedule
- Schedule regular reports showing goal achievement metrics
- Distribute automated OKR updates to leadership teams
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