ClickUp Extension

ClickUp is a project management platform that helps teams plan work, collaborate, and track progress in one place. The ClickUp extension for Zoho Billing lets you sync ClickUp projects into a custom module, add tasks for those projects, and convert synced projects into Zoho Billing projects.

Note: The ClickUp projects that are created after you install the extension will be synced to Zoho Billing. Projects created before installation will not be synced automatically.

How the ClickUp Extension Works

After you install the extension, ClickUp projects created in ClickUp are synced to Zoho Billing as records in a custom module. You can open each synced project in Zoho Billing, add tasks for it, and convert it into a Zoho Billing project when required.

Key Benefits of the Integration

Sync your ClickUp projects with Zoho Billing.
Manage ClickUp projects in one place within Zoho Billing as records in a custom module.
Add tasks and users for ClickUp projects directly from Zoho Billing.
Convert ClickUp projects into Zoho Billing projects.

Install the Extension

Prerequisite: You must have access to the Zoho Billing organisation where you want to install the extension.

To install the ClickUp extension in your Zoho Billing organisation:

Click Settings in the top right corner.
Click Marketplace under Integrations & Marketplace.
Search for ClickUp for Zoho Billing in the search bar on the All Extensions tab.
Select ClickUp for Zoho Billing from the search results.
Click Install in the top right corner of the page.
Agree to the terms and conditions of Zoho Marketplace and the vendor.
Click Install.
Agree to the terms and conditions of the integration and click Next on the following page.
Authorise the ClickUp connections.
- Click Connect next to the first connection.
- Click Connect again on the page that appears.
- Review the data access request and click Accept.
- Repeat the same steps for the second connection.
Click Install Extension.

The extension will be installed and the ClickUp Projects custom module will be added to your organisation.

Create a Project in ClickUp

When you create a project in ClickUp after installing the extension, Zoho Billing will sync it as a record in the ClickUp Projects custom module.

Log in to your ClickUp account.
Go to Spaces in the left sidebar.
Click the space that contains the folder.
Click the + button next to the folder.
Enter the project name in the text box below Create project.
Click Create.

Note: If you delete the project in ClickUp, it will still remain available in Zoho Billing.

Create a Task in ClickUp

You can create tasks for a ClickUp project after it is synced to Zoho Billing. This helps you manage project work from within ClickUp while keeping the related record available in Zoho Billing.

Log in to your ClickUp account.
Go to Spaces in the left sidebar.
Click the space that contains the folder.
Click the project for which you want to create a task.
Click + New Task.
Enter the task name.

ClickUp Projects Module

Once you install the extension, the ClickUp Projects custom module is added to your Zoho Billing organisation. All projects created in ClickUp after installation are synced to this module, where you can review them, and convert them into Zoho Billing projects.

Convert a Project

Prerequisite: Before converting a ClickUp project into a Zoho Billing project, you must edit the ClickUp project record and add a customer to it.

You can convert a synced ClickUp project into a Zoho Billing project from the ClickUp Projects module.

Go to Custom Modules in the left sidebar.
Click ClickUp Projects.
Open the ClickUp project record that you want to convert.
Click Convert to Project at the top.
Click Proceed in the pop-up that appears.

Insight:

Projects converted in Zoho Billing remain available even if the project is deleted in ClickUp Project module or if the extension is unistalled.

Uninstall the Extension

If you no longer want to use the ClickUp extension, you can uninstall it from Zoho Billing.

Click Settings in the top right corner.
Click Marketplace under Integrations & Marketplace.
Click the Installed Extensions tab.
Click View Details next to ClickUp.
Click Uninstall in the top right corner of the page.
Click Yes in the pop-up that appears.

Insight: When the extension is uninstalled, the ClickUp Projects module will no longer be available. However, the projects that were converted into Zoho Billing projects will remain.

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