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ClickUp Tableau

Connect ClickUp to Tableau

Send ClickUp tasks, lists, users and 10 more data types to Tableau on a schedule. Filter by date and narrow it down by billing status. Refresh as often as every 15 minutes.

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ClickUp report Data source: ClickUp
Build Tableau reports on ClickUp data that Coupler.io keeps up to date.
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How to connect ClickUp and Tableau

6 steps. You can preview the ClickUp data in Coupler.io before anything reaches Tableau.

Step 1 of 6

Connect ClickUp

Enter your ClickUp API token. You only do this once per account.

API token••••••••••••

Step 2 of 6

Choose what to export

Pick the ClickUp data you want in Tableau.

Show 5 more data types Show fewer data types

Step 3 of 6

Set the report period

Choose the date range the report covers.

Start dateAny date
End dateAny dateSpecify the end date for the data export period.

Step 4 of 6

Fine-tune the export

Optional settings for this ClickUp export.

ListsNot setSelect one or more lists. Only data from the selected lists will be exported.
Include closed tasksNot setEnable to include closed tasks in the export or disable to exclude them.
Include subtasksNot setEnable to include subtasks in the export or disable to exclude them.
Include archived tasksNot setEnable to include archived tasks in the export or disable to exclude them. This only includes individually archived tasks, not tasks within archived Spaces, Folders, or Lists.
Show 3 more fields Show fewer fields
Include task tagsNot setEnable to include task tags in the export or disable to exclude them.
Include location namesNot setEnable to include location names in the export or disable to exclude them.
Billing statusNot setFilter time entries by whether they are billable or non-billable.

Step 5 of 6

Connect Tableau

Coupler.io generates an integration URL for the ClickUp data that you connect in Tableau.

Integration URLhttps://app.coupler.io/export/w/123456?access_token=••••••••Visible only to the data flow's creator

Step 6 of 6

Set a schedule

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

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Get the most of ClickUp to Tableau 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.
ClickUp to Tableau questions

13 data types, including Tasks, Lists, Users, Teams and Spaces.

With your ClickUp API token, entered once when you add the connection.

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

Yes. Available filters include billing status.

Through the Coupler.io Web Data Connector. In Tableau Desktop, go to More, then Web Data Connector, and enter https://app.coupler.io/tools/tableau.

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 Airtable or Asana, and join or append them before the data reaches Tableau.

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