ClickUp - Setup Guide

Overview

The ClickUp source syncs workspace hierarchy and task data from ClickUp into Daspire.

Prerequisites

• A ClickUp account with access to the workspaces, spaces, folders, lists, and tasks you want to sync.
• A ClickUp account that can authorize Daspire through ClickUp OAuth, or a personal API token for legacy internal setups.

Authentication

Use Daspire OAuth to connect a ClickUp account from the source setup form. Daspire stores the connected credential securely and injects the runtime access token for the connector.

The Personal API Token option remains available for legacy internal setups.

Configuration

Field	Required	Notes
Authentication	Yes	Choose Daspire OAuth or Personal API Token. OAuth is the preferred setup path.
Workspace IDs	No	Limit the sync to specific ClickUp workspaces. Leave empty to read every workspace available to the credential.
Space IDs	No	Limit hierarchy traversal and workspace-endpoint task filters to specific spaces.
Folder IDs	No	Limit list discovery to specific folders.
List IDs	No	Limit task reads to specific lists. Behavior depends on the Task Fetch Strategy.
View IDs	No	Read tasks from specific ClickUp views. View IDs take priority over Task Fetch Strategy.
Assignee IDs	No	Limit task reads to specific ClickUp users.
Include Closed Tasks	No	Enable this when reporting on completed work or filtering by date_done.
Include Subtasks	No	Include subtasks in task results.
Include Archived Hierarchy	No	Include archived Spaces, Folders, and Lists during hierarchy traversal.
Include Folderless Lists	No	Include lists directly under Spaces, not only lists under Folders.
Task Fetch Strategy	No	Workspace endpoint reads tasks through ClickUp's workspace task endpoint and applies filters. List endpoint reads directly from selected or discovered lists.
Task Date Filter Field	No	Choose which task timestamp is filtered by Start Date and End Date.
Start Date	No	Inclusive lower bound for the selected task timestamp. Accepts ISO-8601 datetime, YYYY-MM-DD, or Unix milliseconds.
End Date	No	Exclusive upper bound for the selected task timestamp. Accepts ISO-8601 datetime, YYYY-MM-DD, or Unix milliseconds.

Task Fetch Strategy

Use Workspace endpoint when you want cross-list task reporting with date, assignee, space, or list filters. This is the default and is usually the right choice for completion reports.

Use List endpoint when you need Daspire to read each ClickUp List directly. If List IDs are provided, Daspire reads those lists. If List IDs are empty, Daspire discovers lists by traversing the selected workspace hierarchy.

Supported Streams

Stream	Description
user	Authenticated ClickUp user metadata.
team	ClickUp workspaces available to the credential.
groups	Workspace groups.
spaces	Spaces under selected workspaces.
folders	Folders under selected spaces.
lists	Lists under selected folders and, when enabled, lists directly under spaces.
tasks	ClickUp tasks.
task_assignees	Flattened task-to-assignee records.

Troubleshooting

Issue	Action
Missing workspace data	Confirm the credential can access the ClickUp workspace and re-check Workspace IDs.
Missing tasks from a list	Confirm List IDs are correct. If using Workspace endpoint, try List endpoint to read the list directly.
Completed tasks missing	Enable Include Closed Tasks, especially when filtering by date_done.
Empty date-filtered results	Re-check the Task Date Filter Field, Start Date, and End Date. End Date is exclusive.