Let us explore how you can integrate ClickUp with MS Excel and automatically save newly created ClickUp tasks in the MS Excel worksheet of your choice.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link ClickUp with Pabbly Connect to capture the tasks, then link Pabbly Connect with MS Excel and save the captured tasks in the MS Excel worksheet.
Steps to Automatically Save New ClickUp Tasks in MS Excel Worksheet
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between ClickUp and Pabbly Connect
3. Setup MS Excel as the Action App to Save Tasks
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between ClickUp and Pabbly Connect
We will now look at the steps through which we will establish a link between ClickUp and Pabbly Connect – This will help us to fetch the newly created ClickUp tasks.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be ClickUp.
Choose ‘ClickUp’ as the Trigger App, select ‘New Task’ as a Trigger Event, and click on ‘Connect’.
B. Connect ClickUp Account
To connect with your ClickUp account, select ‘Add New Connection’. You will be prompted to enter your API Token.
Login to your ClickUp account, and click on your ‘Profile Icon’ > ‘Apps’.
Copy your API Token, paste it into its give field, and click on ‘Save’.
Select the Workspace, Space, Folder, and List whose data you want to capture and click on ‘Save & Send Test Request’.
Expand Response Received, where the details of the latest task you created must be visible.
We have established a link between ClickUp and Pabbly Connect. Pabbly Connect will now automatically capture the ClickUp tasks.
Step 3:- Setup MS Excel as the Action App to Save Tasks
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to save the captured ClickUp tasks in MS Excel. Thus, MS Excel will be our Action App.
A. Action App
Choose ‘Microsoft Excel’ as your Action App, select ‘Add Row To Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect Microsoft Excel Account
To connect with your Microsoft Excel account, select ‘Add New Connection’, and click on ‘Connect With Microsoft Excel’.
Select the Workbook and Worksheet you want to use for storing your data.
As soon as you select your sheet, the columns of this sheet will start reflecting as fields in your Action Step.
C. Map Necessary Fields
Now that you have connected your Microsoft Excel account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Project Name from the step above.
Similarly, map the other details, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the data will start reflecting in your MS Excel worksheet.
Our automation is complete. We have successfully integrated ClickUp with MS Excel. Each new task added to your ClickUp will automatically be saved in the MS Excel worksheet of your choice.
You can copy this entire workflow by clicking this link.
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