How to Export CSV Data from ClickUp and Import It into clariBI

ClickUp is a feature-rich project management platform that lets you export task data as CSV files. Importing this data into clariBI enables AI-driven analysis of task completion rates, workload distribution, and project timelines.

What You Can Export from ClickUp

• Task names, descriptions, and statuses
• Assignees and task watchers
• Due dates, start dates, and time estimates
• Priority levels and tags
• Custom field values
• Subtask data and checklists
• Task creation and completion dates
• Space, Folder, and List hierarchy information

Export CSV Data from ClickUp

Method 1: Export from a List or Folder

1. Log in to your ClickUp workspace at app.clickup.com
2. Navigate to the Space, Folder, or List you want to export
3. Switch to List view for the best export results
4. Click the Customize button in the upper-right corner of the view
5. Click Export from the menu
6. Click Download to save the CSV file
7. The CSV file will contain all tasks in that view with their field values

Note: Download links expire after 1 hour. Be sure to download your file promptly.

Method 2: Export from Workspace Settings

1. Click on your workspace avatar in the bottom-left corner
2. Go to Settings > Imports/Exports
3. Select the Spaces, Folders, or Lists you want to export
4. Start the export and download the file when it is ready
5. This method is best for exporting large amounts of data across your entire workspace

Method 3: Export with Filters Applied

1. Open a List or Folder view and apply filters (e.g., by assignee, status, priority, date range, tags)
2. Once the filtered view shows the tasks you want, click the Customize button in the upper-right corner
3. Click Export > Download
4. The export will include only the tasks matching your active filters
5. Download the CSV file (link expires after 1 hour)

Method 4: Export Custom Fields

1. Before exporting, ensure your custom fields are visible in the List view by clicking Show/Hide columns
2. Add the custom fields you want included in the export
3. Export using any of the methods above
4. Custom field values will be included as additional columns in the CSV

Tips for Clean Exports

• Export from List view rather than Board view to ensure all columns and custom fields are included
• Use ClickUp's built-in filters to create focused exports for specific sprints, milestones, or team members
• Include the task ID column in your export to maintain unique identifiers for each task

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "ClickUp - Engineering Sprint Tasks")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What is the task completion rate by assignee for the current sprint?"
- "How many high-priority tasks are overdue right now?"
- "Show me the average time from task creation to completion by project."

clariBI's AI will automatically analyze your data and suggest relevant insights.