Setting up ClickUp as a Source

Connecting ClickUp as a source in Guru allows teams to automatically sync project management content—such as tasks, docs, and updates—into Guru, making it easier to centralize knowledge and keep documentation up-to-date without duplicating work.

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Access Required
Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
ClickUp Access: You will need your ClickUp Admin credentials to connect the Source.

Setting Up ClickUp as a Source

Navigate to Manage > Sources.
Select ClickUp from the icon menu.
Click Authorize Access and click Next.
Review objects synched and click Next.
Use the Date filter to select the date from which you'd like to sync data.
Follow the prompts to login to your ClickUp account.
Select the ClickUp workspace you'd like to connect, then select Connect.
Once you've finished connecting, you can Add a display name for this Source, followed by Connect.
Assign which Guru Groups should have access to this content.

Objects Synced from ClickUp

Common Model / What You'll See During Setup	Objects/Data Brought In	Key Fields
Ticket	Primary Object: All ClickUp tasks	• Name • Description • Status (Enum) • Priority (Enum) • Due date • Creator (UUID) • Assignees (Array) • Assigned teams (Array) • Parent ticket (UUID) • Collections (Array) • Tags (Array) • Ticket URL • Completed at • Remote created at • Remote updated at • Remote ID • Remote data
Comment	Discussion comments on tasks	• Body • HTML body • User (UUID) • Ticket (UUID) • Is private (Boolean) • Remote created at • Remote ID • Remote data
User	ClickUp workspace users	• Name • Email address • Avatar • Is active (Boolean) • Teams (Array) • Roles (Array) • Remote ID • Remote data
Collection	ClickUp Spaces, Folders, and Lists	• Name • Collection type (Enum: LIST, PROJECT) • Access level (Enum) • Parent collection (UUID) • Remote ID • Remote data

Permissions

When you connect Clickup as a source in Guru, you'll permission that content in Guru. Learn more here.
If someone is not provided with access in Guru to this source, they will not see Clickup results in searches or when chatting with Guru.

Updated 9 days ago