Connect to ClickUp

Sync accessFlow issues with tickets in your ClickUp list.

Integrations are available for Business and Enterprise plan customers.

Connect to ClickUp

To connect accessFlow to your ClickUp project

A one-time setup is required to connect to ClickUp by an admin user within accessFlow. You must have an existing ClickUp project with a workspace, folder, and list.

1. Go to Integrations and select the ClickUp card.
2. Select Connect to ClickUp.
3. Enter a name for the integration and select Next.
4. In the ClickUp - Authentication window, select Connect.
5. Select a ClickUp workspace and then select Connect Workspace.
   
   
   
6. Once you see the Authorization completed successfully window, close the page.
7. In the Authentication window, select Next.
8. Select your ClickUp workspace to sync with accessFlow and select Next.
9. Select your ClickUp space and select Next.
10. Select your ClickUp folder and select Next.
11. Select your ClickUp list and select Next.
12. Map the status in accessFlow with a corresponding status in ClickUp. Each time the status of an issue in ClickUp is changed, the corresponding status in accessFlow is updated.
13. Select Finish.

Your ClickUp project is now synced to accessFlow.

Update the connection settings

You may want to change the ClickUp workspace, space, folder or list for exporting issues or the type of issue to create in ClickUp.

To update the connection settings

1. Go to Integrations and select the Connected tools tab.
2. Select Configure Integration on the ClickUp card.
3. Select Reconfigure and follow the wizard to make changes.

Export an issue

Export an issue from accessFlow into a ticket in your ClickUp project.

To export an issue

1. In the Explore page, select an issue.
2. In the remediation panel, select Export to create an issue in ClickUp as specified in the connection.

See Sync with an integrated app