ClickUp Integration

Sara Anthony
Sara Anthony
  • Updated

ClickUp is an all-in-one productivity platform ideal for teams to brainstorm, plan, and collaborate on everything from process documents to product designs.

Handling assets in two different systems can be tough and inefficient. Integrating Bynder with ClickUp automates asset management and streamlines workflows. Once a project asset is approved in ClickUp, it's automatically uploaded to Bynder's DAM with relevant tags, ensuring content is current and properly distributed. Manage final asset versions from ClickUp to Bynder and send metadata with assets to Bynder metaproperties.

Key Benefits & Features

  • Streamlined Workflow Management: Create and distribute assets within a single platform without leaving ClickUp.
  • Single Source of Truth: Store assets in Bynder to streamline marketing processes and connect asset creation with distribution.
  • Collaborative Content Lifecycle Management: Maintain organized and controlled content with version control.
  • Automated Metadata Updates: Reduce duplicates and maintain version control with automated metadata updates.
  • Creative Workflow Integration: Automatically upload finalized assets to Bynder from ClickUp, ensuring consistency and reducing manual work.

This feature/solution requires your Customer Success Contact to enable, but then individual permissions can be done by the Bynder Admin.

Note

This integration is part of the Bynder Integration Hub.

Who can set up and manage integrations?

Users with the following rights can set up integrations: 

How to Set up the Integration

  1. Navigate to Settings > Advanced settings > Portal settings.
  2. Click Browse Integrations in the left sidebar.
  3. Click the Premium tab.
  4. In the ClickUp section, click Configure.
  5. Enter a Name for this configuration, then click Save.
  6. Authenticate your ClickUp account. 
  7. Enter a name for the authentication.
  8. Click Add a new account, enter your Client ID and Client Secret 
    • To get this information within your ClickUp Account, navigate to Settings> ClickUp API > select Create an App and set the redirect URL to https://auth.tray.io/oauth2/token.
  9. Select the ClickUp space to integrate. click up 1.png
  10. Choose the appropriate ClickUp folder/folderless list. 
  11. Select the ClickUp List Selection.
  12. Select the custom field for attachment (if applicable).
    • You can have more options with a custom field attachment in the list. Default, if not will always be the Task Attachment
  13. Set up a notification message to track syncing progress.
    • If there is no notification, you cannot see the progress when the attachment is syncing. You can only select a TEXT custom field type for the syncing notification.
  14. Define the task status that will trigger the asset upload. click up 2.png
  15. Begin to map ClickUp Metadata to Bynder metaproperties.click up 3.png
    • See here for a list of ClickUp Metadata you can map to Bynder Metaproperties. 
  16. Click Finish.

List of ClickUp Metadata for Mapping Metaproperties

Task Custom Field Types
  • WEBSITE
  • DROPDOWN
  • LABELS
  • EMAIL
  • PHONE
  • DATE
  • TEXT
  • TEXT AREA
  • CHECKBOX
  •  NUMBER
  • MONEY
  • PEOPLE
  • PROGRESS AUTO
  • PROGRESS MANUAL
  •  LOCATION
Space Object
  • Space ID
Folder Object
  • Folder ID
  • Folder Name
Task Object
  • Task ID
  • Task Name
  • Task Description
  • Task Status
  • Task Date Created
  • Task Date Updated
  • Task Date Closed
  • Task Date Done
  • Task Is Archived
  • Task Creator Name
  • Task Creator Email
  • Task Assignees Name
  •  Task Assignees Email
  • Task Watchers Name
  • Task Watchers Email
  • Task Tags
  • Task Parent
  • Task Priority
  • Task Due Date
  • Task Start Date
  • Task Time Estimate
  • Task Time Spent
  • Task URL
Attachment Object
  • Attachment ID
  • Attachment Name
  • Attachment Extension
  • Attachment Mime Type
  • Attachment Parent ID
  • Attachment Size in Byte
  •  Attachment Size in KB
  • Attachment Size in MB
  • Attachment Total Comments
  • Attachment Total Resolved Comments
  • Attachment Upload Name
Custom Values

How to Use the Integration

Once configured, you can update your ClickUp task status based on the trigger you set for syncing the task's assets to your Bynder DAM. Whenever the task status changes to the selected trigger, the system will immediately process and validate the task and its assets. If a new attachment is added, it will start uploading to your Bynder DAM and should appear within approximately 5 minutes. click up 4.png

click up 5.png

clik up 6.pngEdit the Integration

You can edit the configuration settings after you set up the configuration. 

  1. Navigate to Settings > Advanced settings > Portal settings.
  2. Click Active Integrations in the left sidebar, then Edit in the connection section you would like to update.
  3. Make your changes, then click Save.

FAQ

What types of files are supported?

All file types that Bynder supports are supported for this integration. 

What happens if I delete an asset from Bynder or ClickUp?

If you delete an asset in Bynder, it will remain in ClickUp and vice versa.

Does ClickUp support asset versioning?

No, ClickUp does not support asset versioning.

How does a task status update affect the integration?

Updating the task status set as a trigger value will prevent the integration from working. Modify the integration and update the task status trigger to resolve this.

How long does it take for assets to appear in Bynder?

The asset will be checked and validated instantly once the task’s status trigger is updated to the correct value.

How can I resync a task after adding a new asset?

Update the task status to a value that does not match the trigger, wait a few seconds, and then update it to the correct value.

Are assets from other services supported?

Only assets directly uploaded from the ClickUp task or task custom field for attachment are supported.

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