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ClickUp to Attio Sync

Sync selected ClickUp Lists, tasks and Custom Fields into Attio. Task status, dates and time data update the configured Attio records.

Requirements

An approved ClickUp account with access to the selected Workspace, Spaces, Folders and Lists, plus an Attio workspace for the custom app.

Setup

If the integration is not installed in your workspace, request setup.

  1. Choose coverage and fieldsConfirm the Workspace, Spaces, Folders, Lists, Custom Fields, time data and any resync or outbound behavior.
  2. Connect ClickUpUse an approved admin or service account's personal API token for a single-Workspace installation. OAuth can be configured when required.
  3. Install the custom Attio appAdd the connection and the agreed filters in Workspace Settings.
  4. Provision the connectionThe app verifies Workspace access, registers webhooks and creates the configured Attio fields and task surfaces.
  5. Start syncIncluded ClickUp changes update Attio. Use resync for historical data or catch-up.

Configuration

SettingConfiguration
CoverageWorkspace, Spaces, Folders and Lists to sync.
Attio destinationObject for ClickUp Lists or projects, and list for tasks.
Custom FieldsFields to sync, Attio destinations and select-option mapping.
Time dataEstimates, tracked time or both; live updates or resync for tracked time.
ResyncRecord and bulk refresh actions to include.
DirectionClickUp to Attio by default. Any outbound writes require separate configuration.
Support historyDelivery history available in Attio for troubleshooting.

Sync behavior

Each included ClickUp List maps to an Attio record. Its tasks become entries on a dedicated task surface linked to that record.

Task data can include name, status, priority, due date, assignees, time estimate, archived state and selected Custom Fields. Time values are converted to hours for reporting.

Webhooks cover task and List changes. Tracked time can sync through events or resync, depending on configuration.

ClickUp IDs identify existing records. Deleting a task marks the Attio entry as deleted instead of removing its history.

Limitations

  • The default direction is ClickUp to Attio. Attio resync actions pull data; they do not push edits to ClickUp.
  • Comments and attachments stay in ClickUp unless included in the field map.
  • Assignees do not become Attio People by default.
  • New Custom Fields require an explicit mapping update.
  • The default connection covers one ClickUp Workspace and one Attio workspace.

Troubleshooting

A Custom Field is missing

Check that the field is included in the agreed mapping. New ClickUp fields do not automatically create Attio attributes.

A task is missing from Attio

Check the configured Space, Folder and List filters, then use resync for the included source.