Tableau ClickUp Connector

Tableau ClickUp Connector
Click Up Logo

ClickUp

Right arrow
Azure SQL Server Logo

Azure SQL Server

Right Arrow
Tableau

Tableau

Tableau ClickUp connector by Vidi is the most convenient connector on the market as it solves multiple problems:

  • No need to recreate P&L, Balance Sheet and other reports from 100+ different tables! All the data is combined for you in an easy-to-use format
  • Multiple ClickUp accounts can be combined together in one dataset
  • Enables ClickUp connectivity to Tableau, Power BI, Excel, Looker Studio
    and any other BI tool of your choice

Benefits of our Tableau ClickUp connector

Have you spent dozens of hours trying to make the native Tableau ClickUp connector work for your business? Have you also found it difficult to make your numbers in Tableau match to what you see in ClickUp?

Our connector offers an easy solution to this problem because of its convenient data format! Vidi Corp offers an easy and reliable method to connect ClickUp to Tableau. This solution uses the ClickUp API to establish an automatic data connection. APIs  return data when specific requests are sent.

If you have multiple ClickUp accounts (perhaps you run an accounting practice or a group of companies), you will need some way to combine their data together. Our Tableau ClickUp connector allows you to connect to multiple companies and combine their data in a single file!

Our ClickUp Tableau connector organises data in the following hierarchy: Spaces, Folders, Lists, Tasks. Spaces are the highest level, while tasks are the most granular.

Learn more about our connector below:

Our customers

  • The Healthy Lunchbox Logo
  • Sygnal CFO Logo
  • Ivisys logo
  • Leeward Logo
  • Barntools logo
  • Alvita Care Logo

4 easy steps to connect Tableau to ClickUp

We offer a no-code integration that extracts the data from the Tableau API into an Azure SQL Server database. This database can then be connected to Tableau using the native Azure SQL Server connector. The integration between Azure SQL Server and Tableau is very stable even for large volumes of data and allows our clients to set up additional data security rules on Azure.

Install Power BI Quickbooks Online Connector

Install

Find the ClickUp connector inside of our client portal and click install. This will create all the tables inside of the selected database. Your data will later flow to these tables.

Connect new company

Connect new company

Authenticate to your ClickUp account and select one or more companies you want to connect to.

Wait for the data to sync

Wait for the data to sync

The first database refresh will take a few hours as all the historical data will be extracted. Every refresh afterwards will take a couple of minutes. You can use the refresh status tab to view the refresh status.

Install QuickBooks Power BI Template

Install our free ClickUp Tableau template

Install our free Clickup Tableau template to visualise your data in Tableau in 5 minutes! Feel free to customise the PBIX file afterwards!

Easy data model

Our Tableau ClickUp Online connector extracts data in a very convenient format saving you dozens of hours in data blending efforts. You will get tables like:

  • Resource Utilization
  • Project Pipeline
  • Task Tracker
  • Workload
  • Task Status
  • Cycle Time

Additional customisations are available upon request.