Sync accessFlow issues with tickets in your ClickUp list.
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.
- Go to Integrations and select the ClickUp card.
- Select Connect to ClickUp.
- Enter a name for the integration and select Next.
- In the ClickUp - Authentication window, select Connect.
- Select a ClickUp workspace and then select Connect Workspace.
- Once you see the Authorization completed successfully window, close the browser tab.
- In the ClickUp - Authentication window, select Next.
- In the Select Team window, select your ClickUp workspace to sync to accessFlow and then select Next.
- Select your ClickUp space and select Next.
- Select your ClickUp folder and select Next.
- Select your ClickUp list and select Next.
- 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.
- 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
- Go to Integrations and select ClickUp.
- Select Configure Integration on the ClickUp card.
- Select Reconfigure and follow the wizard to make changes.
Disconnect ClickUp
To disconnect ClickUp from accessFlow
- Go to Integrations and select the ClickUp card.
- Open the three-dot menu (…) and then select Deactivate Integration.
- Type Delete.
- Select Deactivate Integration.
Export an issue
Export an issue from accessFlow into a ticket in your ClickUp project.
To export an issue
- In the Explore page, select an issue.
- In the remediation panel, select Export to create an issue in ClickUp as specified in the connection.