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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 Templates data from ClickUp into Google Sheets helps teams track standardized processes and manage workflow templates. Coefficient creates a seamless connection that keeps your templates data fresh and accessible.
This guide will show you how to import your ClickUp Templates 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 Templates object to import.
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Step 3:
Step 3. (Optional) Enable auto-refresh to keep your templates data updated automatically.
Step-by-Step Guide to Import ClickUp Templates 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 Templates Data
Next, select ClickUp from the available connectors and import your Templates data:
- In the Import section, look for ClickUp under “Project Management” integrations
- Click on ClickUp and authorize the connection
- Select “Templates” from the list of available objects
- Choose the template fields you want to import (like name, type, folder, space, etc.)
- Apply any filters if needed (such as specific spaces or template types)
- Click “Import” to bring the templates data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
Keep your ClickUp Templates 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 templates 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
Related ClickUp Use Cases
How to Import User Groups Data from ClickUp into Google Sheets
Learn how to import User Groups data from ClickUp into Google Sheets using Coefficient for better team management, access control, and permission analysis.
How to Import Time Tracking Data from ClickUp into Google Sheets
Discover how to import Time Tracking data from ClickUp into Google Sheets using Coefficient for better resource management, billing accuracy, and productivity analysis.
How to Import Templates Data from ClickUp into Google Sheets
Learn how to import Templates data from ClickUp into Google Sheets using Coefficient for better process standardization, template management, and workflow optimization.
Frequently Asked Questions
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How to get Templates from ClickUp?
You can access ClickUp Templates through the Templates section in your workspace. For comprehensive template management, Coefficient connects directly to your ClickUp account and imports templates data into Google Sheets, giving you enhanced visibility into your standardized processes.
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How do I get a list of Templates in ClickUp?
Within ClickUp, you can browse templates in the Templates section, but getting a complete inventory is challenging. For better template management:
- Install Coefficient in Google Sheets
- Connect to your ClickUp account
- Select the Templates object to import
- Get a comprehensive list with all template details and configurations
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How do I download Templates data from ClickUp?
ClickUp doesn’t provide a direct way to export template configurations for analysis. Coefficient solves this by:
- Creating a live connection to your ClickUp workspace
- Importing Templates data with all relevant properties
- Enabling analysis of template usage and structure
- Building reports on process standardization
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How to automate importing ClickUp Templates to Google Sheets daily?
To track changes in your standardized processes and maintain consistency:
- Import your ClickUp Templates 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 process templates.
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How to send email alerts about Templates data from ClickUp?
Monitoring template changes is important for process governance. With Coefficient, you can:
- Set up data alerts based on template conditions (e.g., new templates created)
- Configure email notifications when template configurations change
- Schedule regular reports showing template usage and distribution
- Keep process owners informed about standardization efforts
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