In this post I will explain how to leverage the ClickUp API to import tasks into Power BI. This is a simple method, that you can do quickly using the "Web -> Get Data" feature from Power BI Desktop. That will let you do simple dashboards.
For a more robust solution, I suggest the Asinaria ClickUp Power BI Connector. It pre-formats everything for you. The connector utilizes various ClickUp API services to gather all the necessary data for reporting. All you have to do is copy and paste a generated link. Although what you need is something really simple just continue reading.
Getting the API Token
To use the ClickUp API, you'll need to obtain your account's API token by following these steps:
Locate and click on your profile button, which is located in the top right corner of your screen.
Click on "Settings." On the Settings page, look for the "Apps" option in the left menu and click on it.
- If ClickUp hasn't already provided you with an API token, you'll see an option to generate one. Once it appears, simply copy it.
Store the token in a secure location for now, as we will use it later. Keep in mind that with this token, anyone can gain access to your ClickUp data, so it's important to keep it safe.
Exploring the ClickUp API Documentation
ClickUp provides comprehensive documentation for its API, which you can find here: https://clickup.com/api/. The documentation is very detailed, offering methods to fetch, batch fetch, update, and delete multiple entities such as spaces, tasks, comments, and folders. For this example, we will be retrieving multiple tasks from a given list, so we'll focus on this endpoint: https://clickup.com/api/clickupreference/operation/GetTasks/
You can test the API using your ClickUp API token and a specific list ID. I recommend testing it directly on the webpage to ensure everything is functioning correctly before integrating it into your Power BI setup. This step is crucial to verify that you have the correct permissions and that the API is returning the expected data.
Getting the data into Power BI
To import data from ClickUp into Power BI Desktop use the 'Web' import feature, follow these steps:
- Click on the 'Web' option in Power BI Desktop to initiate the import process.
- A window will appear. Select the "Advanced" option.
- In the URL part, you need to insert the ClickUp API URL for retrieving tasks.
- Replace LIST_ID with the actual ClickUp list ID you want to export. https://api.clickup.com/api/v2/list/LIST_ID/task?archived=false
- Under the "HTTP request header parameters" section, write "Authorization" in the left box and paste your API key in the right box.
- Click on "OK"
That's it! You will now see the tasks from the list in Power BI.
