How to Import Views Data from ClickUp into Google Sheets

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

Discover how to import Views data from ClickUp into Google Sheets using Coefficient for better workflow configuration, view management, and team visualization preferences.

clickup integration

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Importing Views data from ClickUp into Google Sheets helps teams track visualization preferences and manage workflow configurations. Coefficient creates a seamless connection that keeps your views data fresh and accessible.

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

  • Step 3:

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

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

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

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

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    You can access ClickUp Views by navigating to lists in your workspace and checking the available view types. For comprehensive view management, Coefficient connects directly to your ClickUp account and imports views data into Google Sheets, giving you insights into your team’s visualization preferences.

  • How do I get a list of Views in ClickUp?

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    Within ClickUp, you need to navigate through each list to see its available views. For a consolidated view:

    • Install Coefficient in Google Sheets
    • Connect to your ClickUp account
    • Select the Views object to import
    • Get a complete inventory of all views with their configurations
  • How do I download Views data from ClickUp?

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    ClickUp doesn’t provide a direct way to export view configurations for analysis. Coefficient solves this by:

    • Creating a live connection to your ClickUp workspace
    • Importing Views data with all filter and display settings
    • Enabling analysis of visualization preferences
    • Building reports on workflow configurations
  • How to automate importing ClickUp Views to Google Sheets daily?

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    To track changes in your visualization preferences over time:

    • Import your ClickUp Views 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 workflow visualizations.

  • How to send email alerts about Views data from ClickUp?

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    Monitoring view changes helps maintain workflow consistency. With Coefficient, you can:

    • Set up data alerts based on view conditions (e.g., new views created)
    • Configure email notifications when view configurations change
    • Schedule regular reports showing visualization preferences
    • Keep team leads informed about workflow optimizations
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