API integration and customization setup for ClickUp
We are an e-commerce company (cross-border sales on Amazon/Walmart). We are moving from Monday to ClickUp. The basic structure (Spaces, Task Lists) has already been set up, now we need an experienced specialist to "fine-tune" the system to our business processes and set up automations.
What needs to be done:
1. Refinement:
The team finds it inconvenient to work with standard cards, they need to be customized to our request.
2. Automation:
Deduplication during import: we need to set up the import of reports (CSV) via Make/n8n or scripts. When uploading a new file, the system should automatically check for duplicates (for example, by order number) and update existing records instead of creating new ones.
Interdepartmental triggers: set up chains: when IT changes the status of a task -> the next task automatically appears for logistics/sales.
Telegram bot: Automatic task creation in ClickUp from messages in Telegram (with text attachment and link to the source).
3. Security and backups:
Setting up automatic backup of the database (for example, in Google Sheets).
Solutions for safe data handling to minimize the risk of "mass data corruption" and ensure quick rollback of changes (Audit Log/Backups).
Candidate requirements:
Experience with ClickUp API (specifically API, not just basic list creation).
Practical skills in Make (Integromat) or n8n.
Understanding of e-commerce logic (Amazon/Walmart) will be a big plus.
What we expect in the response:
Estimated timelines for auditing the existing system and initial setups and budget.
We are looking for a reliable partner who understands our specifics and will help build a working system. We look forward to your proposals!
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Hello! I see a specific brief — that's good, it's immediately clear what to do.
I work with Make and n8n constantly, I've created a Telegram bot for sending tasks to external systems. The ClickUp API is no more complicated than other REST APIs; I have implemented deduplication logic based on order numbers in similar scenarios.
Approximately:
— Audit of the current structure + initial card edits: 2-3 days
— Automations (CSV import, triggers between departments, Telegram bot): 5-7 working days
— Backups in Google Sheets + setting permissions: 1-2 days
… Overall: 1.5-2 weeks for the full cycle.
Budget: starting from $400 depending on the volume of automations — we will clarify after a brief audit of what is already in place.
If convenient — write to me, I will take a look at the current ClickUp structure and provide a more accurate case.
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We can schedule the audit of the existing ClickUp system and initial settings within 10-14 working days. The budget estimate is 60,000 UAH for the stage where we analyze the current structure, set up the first critical automations, and provide a development plan for the system without fragile DIY solutions =)
The questions are - do the CSV reports from Amazon/Walmart currently have a stable format and a unique order number in one field? And secondly, should the backup be done only in Google Sheets, or should we also consider a separate storage for changes for quick rollback?
For implementation, I would proceed with a short technical audit, a process map between IT, logistics, and sales, after which - an integration layer on Make or n8n, deduplication by key fields, a change log, and restrictions on bulk operations. Here’s the nuance - the ClickUp API is fine for such tasks, but without rules and logging, you can quickly end up with a beautiful chaos in an expensive package.
Relevant examples of our experience
> https://business.ingello.com/prime-eva - e-commerce and systematic work with operational processes
> https://business.ingello.com/forma-bpm - automation of business processes, statuses, and tasks between departments
… > https://business.ingello.com/forma-crm - custom workflows, roles, data, and record management
The main profile of Ingello for the marketplace - https://systems-fl.ingello.com/ua
To start, we need access to ClickUp with rights to view the structure, examples of CSV reports, a list of statuses, and rules for transitions between departments. After the audit, we will provide a more accurate estimate for the second stage - bot, backups, change log, and protection against bulk errors.
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Ready to take on ClickUp + API integrations — this is my daily work, so I know where scripts usually break and how to avoid that.
Regarding the task, I see: it’s necessary to "fine-tune" ClickUp to your processes and set up automations. This is not just about "creating a scenario in Make/n8n" — it matters how data maps between tasks, statuses, and external services. Therefore, I first look at your actual flow, and only then write scenarios — to avoid rewriting in a week.
- Audit of the current ClickUp setup + processes
- Setting up API integrations via Make/n8n (two-way data exchange)
- Customization of fields, statuses, templates to fit your cycles
- Testing on real data + documentation on scenarios
… Experience: I have done a similar migration from Monday to ClickUp for a team of 20+ people — after automating manual task creation, it was reduced by half, and synchronization with Telegram has been running smoothly for over six months.
I will work gradually: first, one key scenario as a test piece — you will see the result without the risk of "paying for everything at once." If you approve — I will then enable the rest of the integrations.
I’m starting today. Let me know which services need to be connected to ClickUp (Telegram, CRM, or something else) — and I will draft a plan for the first stage in 15 minutes.
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6589 28 0 Need to "assemble" ClickUp for e-commerce processes: custom cards, deduplication of CSV import, interdepartmental triggers, Telegram bot, and backup.
Here’s how I approach it: I perform deduplication during import via n8n — the scenario reads the CSV, searches for matches by order number through the ClickUp API (GET tasks with a custom field filter), updates the existing record or creates a new one. Interdepartmental triggers — webhook from ClickUp on status change, n8n triggers a chain and creates a dependent task in the required List with the necessary assignees. Telegram bot — aiogram or n8n Telegram Trigger: parses messages, creates a task via ClickUp API with text and source URL in a custom field. Backup in Google Sheets — daily cron via n8n, extracts tasks by Space and writes to Sheets with a timestamp.
How many tasks are currently in the system and are there already configured custom fields on the cards that the triggers will depend on?
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11062 99 0 1 Good day!
I have experience working with automations through ClickUp API, Make, and integrations with external services. Before starting the work, I suggest conducting a short audit of the current system to assess the existing structure, automations, and possible limitations.
Approximately:
System audit — 1–2 working days.
Initial settings (optimization of cards, basic automations) — another 2–4 days after the audit.
… Based on the described specifications, I see the following main blocks of work:
- adaptation of task cards to business processes;
- CSV import with deduplication through ClickUp API and Make/n8n;
- automatic interdepartmental scenarios;
- integration of Telegram → ClickUp with task creation;
- data backup and solutions for quick recovery of changes.
I estimate the preliminary budget after reviewing the specifications at + $500. After the audit, I will be able to provide an accurate estimate with a breakdown by stages and timelines.
I work in stages: first, we agree on the architecture and logic of the processes, then we implement the functionality with testing at each stage. This helps avoid rework and makes the system stable and convenient for the team.
I would be happy to discuss the details and propose the optimal technical solution specifically for your business processes.
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432 1 0 Hello! I work with Make, n8n, and custom integrations, so I understand tasks such as deduplication, triggers between departments, and backups well. I will start with a brief audit of the current structure to avoid redoing what has already been set up.
Estimated timeline and cost: 7 days, 4500 UAH.
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278 Hello! I was setting up automation in n8n and bots in Telegram via API — deduplication when importing CSV (matching by a key like order number, updating an existing record instead of duplicating) and interdepartmental triggers on status change, so I will assemble your scenario in ClickUp. The Telegram bot as well: the message creates a task with text and a link to the source. Please let me know if you want to keep the report import on n8n/Make or as a separate script on the server — this will affect how reliably deduplication will work on large files. Approximately one week.
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97052 1277 1 10 Hello. I have extensive experience with n8n. I am ready to collaborate. Feel free to contact me.
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452 Hello! This is exactly my profile - ClickUp API, n8n/Make, Telegram bots, e-commerce automation.
Regarding your task: deduplication during CSV import via n8n (upsert by order number), interdepartmental triggers on ClickUp Webhooks + API (IT status → auto-task for logistics/sales), Telegram bot for creating tasks with a link to the source, backup to Google Sheets on a schedule. I know the specifics of Amazon/Walmart portals - I understand what ASIN is, fulfillment statuses, cross-border logic.
First, I will audit your current ClickUp structure and only then write the scripts - to avoid redoing.
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457 Hello!
I have done something similar for a company where I built an automated CRM ecosystem: I conducted a process audit, configured the CRM, integrated through Make.com, automated lead creation and updates, as well as end-to-end analytics. I also implemented an AI marketing infrastructure with API integrations between several services to eliminate manual operations and synchronize all data.
The audit and implementation plan will take approximately **1–2 days**, after which we can move on to phased implementation. The budget depends on the volume of API logic and the number of integrations, so after a brief discussion, I will be able to prepare an accurate estimate.
I would be happy to discuss your processes and suggest an optimal automation architecture tailored to the specifics of Amazon/Walmart.
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4873 107 0 Hello, Kristina!
I can see right away that you need API integration setup and ClickUp customization, which means a deep configuration of this tool to meet your team's specific needs. For this, I will conduct a requirements analysis for the integration, including identifying the necessary API connectors and developing custom solutions for task automation in ClickUp. I have worked on a similar project before, so I can immediately see where the nuances will be with integrating different services and setting up workflows.
The exact price and timeline will be provided after clarifying the details.
Profile:Freelancehunt
Reviews:Freelancehunt
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626 1 0 Good day, Kristina!
I see the whole picture: the move from Monday to ClickUp and the need to "fine-tune" the system to your processes + automation. This is my area — n8n/Make, ClickUp API, Telegram bots, data security.
Briefly, here’s how I see the solution:
• Deduplication of CSV import — n8n/Make with upsert by order number (updating existing records instead of creating duplicates).
• Interdepartmental triggers — chains on ClickUp Automations + API (IT status → auto-task for logistics/sales).
• Telegram bot — creating tasks in ClickUp from messages (text + link to the source).
• Backups/security — auto-export to Google Sheets on a schedule + Audit Log and quick rollback against "mass data corruption".
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I suggest starting with an audit of the existing structure + 2 pilot automations (deduplication-import and one interdepartmental trigger) — so you can see the results and pace, then the rest in stages. The first stage is approximately 6 days. I will show examples of my integrations; we will agree on the architecture details already in the work for your case.
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196 We already have a practically ready similar solution for automating tasks, importing data, and interdepartmental processes, which can be quickly adapted to ClickUp. I suggest we discuss it here now; I am available. ))
The audit and initial setup typically take 7-10 working days, with a budget for the first stage starting from 45,000 UAH.
In this stage, I would include checking your ClickUp structure, the field scheme for cards, CSV import with deduplication, the first triggers between IT, logistics, and sales, a basic Telegram bot for task creation, and backups in Google Sheets.
!!The main risk here is mass data changes!!, so it is advisable to maintain an action log, a test space, control copies before import, and a quick rollback scenario.
From you, I need test access to ClickUp, CSV examples, a list of statuses, and a rule on what exactly to update in case of an order duplicate.
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Question - should duplicates be searched only by order number or also by Amazon/Walmart channel and date?
Question - should Telegram take messages from one chat or from several chats with different task creation rules?
Similar e-commerce experience with operational data - https://business.ingello.com/prime-eva
Similar experience in business processes, roles, and automation - https://business.ingello.com/forma-bpm
Ingello profile for FLH - https://systems-fl.ingello.com/ua
We can keep it simple - first, gather a stable initial working process, and then scale up automation by departments.
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2506 20 0 Good day, I am ready to complete your task quickly and efficiently. I have extensive experience in creating various bots. Please write to me in private messages to discuss the details. I would be happy to help :)
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