ClickUp

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This is a Managed App Connector.


Supported authentication methods#

  • API access token

  • OAuth2

Refer to ClickUp's documentation for more information about the service.

Using API access token#

To configure this credential, you'll need a ClickUp account and:

  • A Personal API Access Token

To get your personal API token:

  1. If you're using ClickUp 2.0, select your avatar in the lower-left corner and select Apps. If you're using ClickUp 3.0, select your avatar in the upper-right corner, select Settings, and scroll down to select Apps in the sidebar.

  2. Under API Token, select Generate.

  3. Copy your Personal API token and enter it in your Calero Automations credential as the Access Token.

Refer to ClickUp's Personal Token documentation for more information.

Using OAuth2#

If you're self-hosting Calero Automations, you'll need to create an OAuth app:

  1. In ClickUp, select your avatar and select Integrations.

  2. Select ClickUp API.

  3. Select Create an App.

  4. Enter a Name for your app.

  5. In Calero Automations, copy the OAuth Redirect URL. Enter this as your ClickUp app's Redirect URL.

  6. Once you create your app, copy the client_id and secret and enter them in your Calero Automations credential.

  7. Select Connect my account and follow the on-screen prompts to finish connecting the credential.

Refer to the ClickUp Oauth flow documentation for more information.

Onboard This Managed App Connector

  1. Go to SaaS Management > Applications.

  2. Select Add Integration.

  3. From the Vendors tab, select the card with the vendor's name.

  4. From the API tab, enter the field(s) you copy/saved above.

  5. If your company has more than one instance (or “tenant”) of this application, you will also be prompted for a Connection Alias.

  6. Select the Authorize button.

SUCCESS!

You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.


SUGGESTION:

Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.