Portal 360
Free importer

Import ClickUp into Portal 360

The ClickUp importer is a free app in the Portal 360 Marketplace. It reads your workspaces, spaces, folders, lists and tasks from ClickUp and brings them across into Portal 360. It is one way and read only, so nothing in ClickUp is changed.

ClickUp
Xero
QuickBooks
MYOB
XPM
Microsoft 365
Microsoft Outlook

What comes across

Bring spaces, lists, tasks and docs across from ClickUp. Free and read only.

Workspaces, spaces and folders

Choose what to bring across and map each one to a Portal 360 client, entity or task group.

Lists

Lists come across with the tasks in them, so the structure of your work is kept.

Tasks and subtasks

Tasks and subtasks are imported with assignees, due dates and statuses.

Comments and attachments

Comments and attachments come across with each task.

Tags and custom fields

Tags and custom fields can be mapped to the matching fields in Portal 360.

Docs

ClickUp docs are imported so your written notes and procedures are not left behind.

How it works

1

Connect ClickUp

Open Marketplace > Apps, choose the ClickUp importer and click Connect. Sign in on ClickUp's own page and approve read-only access.

2

Choose workspaces, spaces and lists

Pick which workspaces, spaces and lists to bring across. Anything you leave out stays in ClickUp and is not imported.

3

Map and match

Map each one to a Portal 360 client, entity or task group. Match people by email (match, invite or skip) and map statuses, priorities, tags and custom fields where your data uses them.

4

Preview with a dry run

See counts, conflicts, possible duplicates and skipped items before anything is written.

5

Confirm and import

Confirm to import. Re-run it later without duplicates, or roll the import back.

Read only and in your control

The importer only ever reads from ClickUp. You decide what comes across, and you see it before it happens.

One way and read only

Portal 360 reads from ClickUp and never changes, writes to or deletes anything there.

Your password stays with you

You sign in on ClickUp's own page in a secure pop-up and approve read-only access. Portal 360 never sees your password.

Owners and admins only

Only owners and admins can run an import, and every import is logged.

Disconnect any time

Disconnect in Portal 360 and revoke access from ClickUp whenever you like. Tokens are stored encrypted.

Nothing written until you confirm

A dry-run preview comes first. Portal 360 writes nothing until you review it and confirm.

Re-run and roll back

Imports can be re-run without creating duplicates, and each import can be rolled back.

Preview before anything is written

Map your spaces, folders, lists to Portal 360 clients, entities or task groups, then run a dry-run preview. You see what would be created, what conflicts and what would be skipped. Nothing is written until you confirm.

Dry-run preview: ClickUp import

Example
Lists selected
6
Tasks and subtasks to create
340
People matched by email
8
Possible duplicates
4
Skipped items
6
Confirm importGo back
Example data only. Your own lists and counts appear in the preview before you confirm.

Immutable backups

Tamper-proof copies of your data

ISO 27001 certified security

Independently audited

99.99% uptime SLA

Built to stay available

Australian data centre and hosting

Your data stays onshore

Migration program

Switching practice management software? We move you across.

For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.

See the migration program

Frequently Asked Questions

Yes. The ClickUp importer is a free app in the Portal 360 Marketplace. You need a Portal 360 account to use it.

ClickUp is a trademark of its owner. Portal 360 is not affiliated with or endorsed by ClickUp.

Ready to get started?

Our team is happy to help.
Reach out to us and we’ll get back to you quickly.