How to Integrate ClickUp with Daton

This subtopic provides step-by-step instructions to create ClickUp integrations in Daton, detailing the prerequisites, the integration process, and important notes.

Pre-requisites

Before starting, ensure you have:

• An active Daton and ClickUp account.

• A minimum of one functional workspace associated with the ClickUp account.

Integrate Daton with ClickUp

1. Log in to your Daton account and search for ClickUp in the list of Connectors, then click Configure.

2. Enter or select the following details and click Authenticate:

   • Integration Name. Note that the Integration Name will be used to create the integration tables and cannot be modified later.

     • Optionally, add a description to identify the integration.

   • Replication Frequency

   • Replication Start Date

   

   • Optionally, expand the Advanced Configuration Options section and, based on your requirements, modify the options to control the loading behavior of Daton.

3. You'll be redirected to the ClickUp login page in a new browser tab; proceed to log in to your account.

   
4. Select the expected Workspace after logging in and return to your Daton integration tab.

   
5. After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click Next.

   • Based on your requirement, select specific options for each selected table.

   
6. Select the required fields for each table and click Submit.

   

   • Note that you will be prompted to select the destination for your account.

7. Select the destination for extracting ClickUp data for replication and click Confirm. An integration successful message will be displayed.

Important Note

• Integrations would begin in the Pending state and change to the Active state once the first job successfully loaded data into the configured warehouse.

• Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.

• Users can Re-Authenticate, Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.

• On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table, the last replicated time, and the Reload access buttons.