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ClickUp

ClickUp is a comprehensive work management and productivity platform that serves as an all-in-one solution for project management, task tracking, collaboration, and workflow automation. It enables teams to organize work, manage projects, track goals, and collaborate in a centralized workspace that replaces multiple disparate tools.

CategoryIT service management
DirectionQuery source
Sign-inAPI Token
Query languagesSQLite
Websiteclickup.com

Before you start​

Huntbase signs in to ClickUp with API Token. Create the credential in ClickUp first, then keep it to hand for the Connect step.

  1. Log in to ClickUp, click your avatar in the upper-right corner, and select Settings.
  2. In the sidebar, click Apps.
  3. Under API Token, click Generate. If a token already exists, you can use it or click Regenerate.
  4. Click Copy to copy the personal token.
Watch out for
  • Personal tokens never expire.

For the vendor's own instructions, see ClickUp authentication documentation.

tip

Use a dedicated, read-only credential for Huntbase where the product allows it. Huntbase only needs to read.

Connect ClickUp​

  1. Go to Connections and click New connection, or click New connection on the ClickUp product page.
  2. On Product, pick ClickUp and choose the Owner.
  3. On Details, give the connection a Name and, optionally, a Description.
  4. On Connect, fill in the settings and credentials described below.
  5. On Verify, review the summary and click Create & check.

For everything else on the setup page — saving a draft, I'll do this later, and what each check result means — see Connections.

Credentials​

The only Method is API Token. Enter a Credential label (for example Production), then fill in:

FieldRequiredNotes
API TokenYesA personal token that starts with pk_. Secret — not shown again after you save it.

Query it​

Once connected, ClickUp can serve these languages in a query tab, and Scout can use it when you ask in Auto:

LanguageUse it for
SQLiteSQL across this source and every other connected source.

Next steps​