ClickUp Connection

Step 1. Run "Visual Studio" under "Administrator account". Right click on Connection managers Tab and Select New Connection. In Add SSIS Connection Manager scroll down and select Connection managers for REST Connection and click Add.

Step 2. From drop-down menu Configuration select ClickUp. You can either choose Token or OAuth 2 for the parameter Authentication in the grid below.

Step 3. If you have set the Authentication parameter to Token then in the grid below specify the API Token for parameter Token which can be retrieved from url : https://app.clickup.com/25732496/settings/apps. Then click on Test Connection to see if you have a successful connection or not to the ClickUp service and Ignore the steps 4 to 9. If the Authentciation parameter is set to OAUTH 2 then follow the steps 4 to 9 for successfuly generating the token file.

Step 4. If Authentication parameter is set to OAUTH 2 then in the grid below click on New to create a new token file.

Step 4. In the nex wizard choose option External Browser and hit next button.

Step 5. In the next wizard select workspace from the available workspace and then click on connect to workspace.

Step 6. In the next wizard copy the url which we will use to retrieve the access token.

Step 7. Paste the url in the token generation wizard we copied in the previous step and click on next button.

Step 7. Paste the url in the token generation wizard we copied in the previous step and click on next button.

Step 8: Save generated access token to file. Specify token protection password. Click OK.

Step 9. Click "Test Connection" to test your connection.

Congratulations! You have now established a connection to your ClickUp instance.

Step 1. Select an existing "Data Flow task" or create a new "Data Flow Task".

Step 2. Open "SSIS Toolbox" and drag and drop COZYROC "REST Source" component.

Step 3. Double click on the "REST Source" component and select ClickUp connection from the combo. Select from available ClickUp resources listed in the second combo below. Specify the Required parameter in the grid below.

Optionally you can include extra parameters in the grid below if needed.

Step 4. Click on the "Columns tab" and select ClickUp resource columns you want to read.

Step 5. Click Preview to make sure all necessary resource columns are included.

Bravo! You have now learned how to read data from ClicUp service.

Step 1. Select an existing "Data Flow task" or create a new "Data Flow Task".

Step 2. Open the "SSIS Toolbox" and drag and drop COZYROC "REST Destination" component.

Step 3. Double click on the "REST Destination" component and select ClickUp connection from the combo. Also, select resource action and ClickUP resource you want to work on. Specify the pameters in the grid below if they are required.

Step 4. Click on the "Mapping" tab and map the input columns for the process you are configuring.

If you want to provide input for other resource composite objects, change the input above and map the columns.

Done. You have now learned how to write data into the ClickUp resource.