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How to Integrate ClickUp with Axiamatic

ClickUp is a powerful cloud-based productivity platform designed to help teams and individuals manage tasks, projects, and workflows all in one place. ClickUp streamlines communication and centralizes project management.

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Written by Axiamatic
Updated over 2 weeks ago

Key Concepts in ClickUp

Before integrating, it’s helpful to understand ClickUp’s organizational structure:

  • Workspace: The top-level container housing everything — users, Spaces, Folders, Lists, and Tasks.

  • Space: Organizes groups like teams, departments, or broad projects under a Workspace.

  • Folder: An optional layer inside a Space to group related Lists. Folders do not hold tasks directly.

  • List: The container inside a Space or Folder that holds Tasks. All tasks must belong to a List.

  • Task: The actionable work item created inside a List, moving through various statuses as it progresses.

Prerequisites

Required permissions: You must have either Enterprise Admin or Integrations Admin permissions in Axiamatic to access the Integrations page.

Steps to Generate a Personal Access Token (PAT) in ClickUp

To connect ClickUp with Axiamatic, you first need to generate a Personal Access Token (PAT) from your ClickUp account:

  1. Log in to your ClickUp account.

  2. Click your profile icon in the top right corner and select Settings.

  3. On the Settings page, navigate to Apps.

  4. Click Generate to create a new PAT and copy the token shown. If you already have a token generated, just copy the existing one.

  5. After clicking Generate, ClickUp will prompt you to authenticate by entering your account password for security verification.

  6. Once authenticated, the token will be displayed for you to copy.

Connecting ClickUp with Axiamatic

Once you have your PAT, follow these steps to complete the integration:

  1. Log in to your Axiamatic account.

  2. Click your profile icon and select Settings.

  3. Go to the Integrations page within Settings.

  4. Locate ClickUp and click Connect.

  5. Choose between a Shared Connection or a Private Connection:

    • Shared Connection: Accessible by all current and future projects or business units using Axiamatic. This is the recommended option.

    • Private Connection: Access is limited to the current project or account only. Future projects will require a separate setup.

  6. Paste the PAT you copied from ClickUp into the dialogue box.

  7. Click Connect to finalize the integration.

Integration complete! Your ClickUp account is now connected and ready to use with Axiamatic.

Troubleshooting

Token expired or invalid:

  • Create a new Personal Access Token following Step 1

  • Update the token in your Axiamatic integration settings

Connection failed:

  • Verify that your organization URL is correct

  • Ensure the Personal Access Token has the required permissions

  • Check that the token hasn't expired

Selecting Workspace and Channel After Integration

After you have successfully integrated ClickUp with Axiamatic, you need to specify which Workspace and Channel you want to link to Axiamatic:

  1. In your Axiamatic account, go to the Settings section.

  2. Navigate to the Channels page within Settings.

  3. From here, select the ClickUp Workspace you want to connect.

  4. Choose the specific Channel within the selected Workspace that should be linked with Axiamatic.

  5. Save your selections to complete the configuration

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