Hi, I’m very new to Make and these types of connectors and am interested in building out a sync function between a Google Sheet and ClickUp tasks (with custom fields).
I am receiving data daily in an excel format and have created a google sheet with variable data but a fixed item (task) name. I will then dump the daily data into and parse to a specific Google Sheet with the fixed name and ClickUp task ID pulling the new relevant data.
Ask: I want to be able to use the new data that was loaded into the Google Sheet to update the custom fields in ClickUp based on mapped columns.
Thanks and any/all help would be greatly appreciated!!
To the google sheet i would add a column that states if it has been transfered to clickup or not.
From there use search rows on google sheet to find rows that were not updated. This will retrieve the values you need to add to the custom field on clickup.
Each row will be a new bundle and from there use the update task module for clickup and map the values to the custom fields.
Hope this helps!
Hi Neil,
everything you describe is absolutely doable with Make. What is the issue you are having exactly?
Thank you for your suggestion. I think I know how to make the trigger work in Make once the transferred flag is established. However, I’m unsure how to create the “column that states if it has been transferred to ClickUp or not.”
In your google sheets simple add a column to keep track of which tasks were transfered.
Example:
Column X header would be “Transfered to column”
Possible values can be “Yes” or “No”
Then when you do a search you can filter for only the rows that has No for that column so you get only the tasks that were not transfered.