{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["availability","partial","img","faq","faq-item"]},"type":"markdown","userRole":"Users, Editors, and Admins","accountType":"All accounts","plan":"Exclusive to select subscription plans"},"seo":{"title":"Integrate ClickUp with Databox","description":"Track project progress, team productivity, and task performance from ClickUp alongside your other business data in Databox.","siteUrl":"https://help.databox.com","llmstxt":{"title":"Databox Knowledge Base","description":"Databox is a business analytics platform that consolidates data in one place, enabling real-time performance tracking and insights by mixing and matching data from various sources for a comprehensive view.","details":{"content":"This knowledge base covers everything from account setup and integrations to building Databoards, creating custom metrics, and using AI-powered features."},"sections":[{"title":"General","includeFiles":["docs/general/*.md","docs/general/visualization-types/*.md","docs/general/templates/*.md"],"excludeFiles":[]},{"title":"AI","includeFiles":["docs/ai/*.md"],"excludeFiles":[]},{"title":"Account Management","includeFiles":["docs/account-management/**/*.md"],"excludeFiles":[]},{"title":"Databoards","includeFiles":["docs/databoards/**/*.md"],"excludeFiles":[]},{"title":"Data Management","includeFiles":["docs/data-management/**/*.md"],"excludeFiles":[]},{"title":"Metrics","includeFiles":["docs/metrics/**/*.md"],"excludeFiles":[]},{"title":"Forecasts","includeFiles":["docs/forecasts/*.md"],"excludeFiles":[]},{"title":"Goals","includeFiles":["docs/goals/*.md"],"excludeFiles":[]},{"title":"Reports","includeFiles":["docs/reports/*.md"],"excludeFiles":[]},{"title":"Notifications","includeFiles":["docs/notifications/*.md"],"excludeFiles":[]},{"title":"Pricing and Billing","includeFiles":["docs/pricing-and-billing/*.md"],"excludeFiles":[]},{"title":"Mobile","includeFiles":["docs/mobile/*.md"],"excludeFiles":[]},{"title":"Support","includeFiles":["docs/support/*.md"],"excludeFiles":[]},{"title":"Integrations","includeFiles":["docs/integrations/**/*.md"],"excludeFiles":[]}],"hide":false,"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"integrate-clickup-with-databox","__idx":0},"children":["Integrate ClickUp with Databox"]},{"$$mdtype":"Tag","name":"Availability","attributes":{"users":"users","accounts":"all","plans":"exclusive"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["ClickUp is a project management and productivity platform designed to help teams plan, organize, and track work in one place. It combines task management, goal tracking, document sharing, and team communication to streamline collaboration and improve visibility across projects. With customizable views and automation features, ClickUp helps teams increase efficiency and stay aligned on priorities."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"connection","__idx":1},"children":["Connection"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"before-you-begin","__idx":2},"children":["Before you begin"]},{"$$mdtype":"Tag","name":"IntegrationPermissions","attributes":{"integrationKey":"clickup"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"step-1-add-or-choose-a-connection","__idx":3},"children":["Step 1: Add or choose a connection"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To connect Harvest to your Databox account for the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/add-a-connection"},"children":["first time"]},", or when using new credentials, log in using your email address, Google account, or SSO provider."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you've already established a connection, you can ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/add-a-data-source"},"children":["reuse"]}," it to add new accounts, as long as those accounts are accessible with the existing connection's credentials."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/integrate-clickup-with-databox_1.bbd542fcfd87fe784c3c43319619e26f8d7f746112a2523327ece07a4ba1f109.4783b0ec.png","alt":"connection","withLightbox":true,"className":"ss-img","style":"margin-top: 10px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"step-2-select-the-workspace","__idx":4},"children":["Step 2: Select the workspace"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Choose the ClickUp workspace you want to report on. If you have only one workspace, it will be selected automatically."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"datasets","__idx":5},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/lock.2fb1bbc208afcc03d15a0a45f22bdf7f830322016e038e5721965851130807af.419bb737.svg","alt":"lock"},"children":[]}," Datasets"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The ","ClickUp"," integration supports the creation of ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/understanding-datasets"},"children":["datasets"]},", which allow you to structure and format your ","ClickUp"," data for more flexible reporting in Databox. By organizing your data into a tabular format, datasets make it easier to filter, segment, and visualize key metrics across projects, clients, and team members."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The entity relationship diagram (ERD) below illustrates how data is organized within the ","ClickUp"," integration, displaying the available ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["views"]}," and ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["columns"]},", as well as the relationships between them (primary and foreign keys). This diagram represents the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["schema"]},", or structure, of the data and helps you understand the underlying data model. With this context, you can create datasets using the relevant views and columns to build custom metrics tailored to your reporting needs."]},{"$$mdtype":"Tag","name":"SchemaExplorer","attributes":{"integrationKey":"ClickUpNative"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"resources","__idx":6},"children":["Resources"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For comprehensive details on metrics, data availability, templates, specifications, usage guidelines, and other key information, refer to the resources listed below."]},{"$$mdtype":"Tag","name":"Cards","attributes":{"columns":4,"cardMinWidth":240},"children":[{"$$mdtype":"Tag","name":"IntegrationResources","attributes":{"integrationKey":"clickup"},"children":[]}]},{"$$mdtype":"Tag","name":"Faq","attributes":{},"children":[{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Why are certain views or columns unavailable when creating a dataset?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Databox retrieves raw data directly from ClickUp's APIs. If a view or column is missing, it is likely due to limited API support or technical implementation restrictions. If there's something you'd like to see included, feel free to ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://databox.com/roadmap-request"},"children":["submit a request"]},", so we can consider it for future updates to the integration."]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[" "]},{"$$mdtype":"Tag","name":"Cards","attributes":{"columns":4,"cardMinWidth":160},"children":[{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Ask Genie","icon":"genie","to":"https://app.databox.com/genie","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Get instant answers or help with your data using the in-app AI assistant."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Talk to an expert","icon":"assistance","to":"https://meetings.hubspot.com/databox-meeting/account-management","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For customers: Get help with your setup, strategy, or making the most of Databox."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Book a demo","icon":"eye-open","to":"https://meetings.hubspot.com/databox-meeting/ref-knowledge-base","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["New to Databox? See how it works and get guidance on getting started."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Send an email","icon":"help","to":"mailto:help@databox.com","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Reach out to support for help with your account, data, or technical issues."]}]}]}]},"headings":[{"value":"Integrate ClickUp with Databox","id":"integrate-clickup-with-databox","depth":1},{"value":"Connection","id":"connection","depth":2},{"value":"Before you begin","id":"before-you-begin","depth":3},{"value":"Step 1: Add or choose a connection","id":"step-1-add-or-choose-a-connection","depth":3},{"value":"Step 2: Select the workspace","id":"step-2-select-the-workspace","depth":3},{"value":"Datasets","id":"datasets","depth":2},{"value":"Resources","id":"resources","depth":2}],"frontmatter":{"slug":"integrate-clickup-with-databox","seo":{"title":"Integrate ClickUp with Databox","description":"Track project progress, team productivity, and task performance from ClickUp alongside your other business data in Databox."},"keywords":{"includes":["ClickUp integration","ClickUp connection","connect ClickUp to Databox","ClickUp workspace","ClickUp dataset","ClickUp project management","ClickUp task tracking","ClickUp metrics","ClickUp productivity reporting","ClickUp team performance","ClickUp views columns","ClickUp data not showing","project management integration"]},"metadata":{"userRole":"Users, Editors, and Admins","accountType":"All accounts","plan":"Exclusive to select subscription plans"}},"lastModified":"2026-05-29T09:01:45.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/integrate-clickup-with-databox","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}