How To Enable And Use The ClickUp Integration

Summary

ClickUp is an all-in-one productivity platform ideal for team brainstorming, planning, and collaborating on everything from process documents to product designs. Handling assets in two different systems can be inefficient, but integrating Bynder with ClickUp automates asset management and streamlines workflows. Once a project asset is approved in ClickUp, it is automatically uploaded to Bynder's DAM with relevant tags, ensuring content is current and properly distributed. 

Who?

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

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Once this integration is enabled users with the Portal Settings permission can manage this integration. For more details on configuration, please refer to Integrations Configuration: Recommended Permissions and Best Practices.

Why?

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?

Configuring The Clickup 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 the 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 from ClickUp, 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).
    • Users can have more options with a custom field attachment in the list. The default is 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
  16. Click Finish.

ClickUp Metadata Options 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
  • All metaproperty types are supported

Editing The Clickup Integration

  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 the changes, then click Save.

FAQs

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.

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 can I re-sync 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.

Related Articles

Clickup Website

How To Create Metaproperties

How To Create Metaproperty Options

Level: Proficient

Proficient-level articles are for users who have some prior Bynder knowledge. These articles require you to know the basics and may also require higher-level portal rights to accomplish the task outlined within the article. 

Updated