Note
This feature will be available on September 2, 2024 as part of our September Product Release. To learn more reach out to your Customer Success Contact
ClickUp is an all-in-one productivity platform that is ideal for teams to come together, 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, streamlining 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.
How to enable this feature in your portal?
Contact your Customer Success Contact to enable this feature in your portal and any associated costs.
Who can set up this integration?
Once enabled, users with the following permission can enable and configure this integration:
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.
How to Set up the Integration?
- Navigate to Settings > Advanced settings > Portal settings.
- Click Browse Integrations in the left sidebar.
- Click the Premium tab.
- In the ClickUp section, click Configure.
- Enter a Name for this configuration, then click Save.
- Authenticate your ClickUp account.
- Enter a name for the authentication.
- 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.
- Select the ClickUp space to integrate.
- Choose the appropriate ClickUp folder/folderless list.
- Select the ClickUp List Selection.
- Select the custom field for attachment (if applicable).
- You can have more options if you have a custom field attachment in the list. Default if not will always be the Task Attachment
- Set up a notification message to track syncing progress.
- If no notification, you will not be able to see the progress when the attachment is syncing. You can only select a TEXT custom field type for the syncing notification.
- Define the task status that will trigger the asset upload.
- Begin to map ClickUp Metadata to Bynder metaproperties.
- See here for a list of what ClickUp Metadata you can map to Bynder Metaproperties.
- Click Finish.
List of ClickUp Metadata for Mapping Metaproperties
| Task Custom Field Types |
|
| Space Object |
|
| Folder Object |
|
| Task Object |
|
| Attachment Object |
|
| 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.
Edit the Integration
You can edit the configuration settings after you set up the configuration.
- Navigate to Settings > Advanced settings > Portal settings.
- Click Active Integrations in the left sidebar, then Edit in the section of the connection that you would like to update.
- 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?
Once the task’s status trigger is updated to the correct value, the asset will be checked and validated instantly.
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?
No, only assets directly uploaded from the ClickUp task or task custom field for attachment are supported.
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