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Connect Uptick to CSV

Send Uptick invoices, tasks, projects and 15 more data types to CSV on a schedule. Filter by date. Refresh as often as every 15 minutes.

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CSV invoices.csv
Stable URL
Coupler.io serves your Uptick data at a stable CSV URL that any tool or script can fetch.
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How to connect Uptick and CSV

5 steps. You can preview the Uptick data in Coupler.io before anything reaches CSV.

Step 1 of 5

Connect Uptick

Enter your Uptick client ID and client secret. You only do this once per account.

Client ID••••••••••••
Client secret••••••••••••

Step 2 of 5

Choose what to export

Pick the Uptick data you want in CSV.

Show 10 more data types Show fewer data types
Base URLNot setSpecify the base URL for your Uptick instance, such as https://demo-fire.onuptick.com/.
Start dateAny dateSpecify the earliest date to begin fetching data from your Uptick account.

Step 3 of 5

Fine-tune the export

Optional settings for this Uptick export.

End dateAny dateSpecify the latest date to fetch data up to. Leave empty to fetch all data from the start date onwards.

Step 4 of 5

Connect CSV

Click Generate link to get a stable CSV URL for the Uptick data, run the data flow once, then use the URL in any tool that reads CSV.

Integration URLhttps://app.coupler.io/export/w/123456.csv?access_token=••••••••Stable URL with an access token, treat it like a password
Excel-friendly mode (BOM)OnOn by default so special characters open correctly
Include headersOnOn by default. First row holds column names

Step 5 of 5

Set a schedule

CSV sees the data as of the last run. Run it as often as every 15 minutes.

Get the most of Uptick to CSV integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Uptick to CSV questions

18 data types, including Invoices, Tasks, Projects, Task categories and Clients.

With your Uptick client ID and client secret, entered once when you add the connection.

Yes. Set the start date and end date to cover the period you need.

Coupler.io gives you an HTTPS URL that serves the latest Uptick data as CSV. The URL stays the same across runs, so any tool or script can fetch it with a GET request.

Anyone with the full URL, because it includes an access token. Treat it like a password. If it leaks, generate a new URL in Coupler.io and the old one stops working.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches CSV.

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