Use the CData ODBC Driver for ClickUp in Microsoft Power Query

The CData ODBC Driver for ClickUp enables you to link to ClickUp data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import ClickUp data into Microsoft Power Query.

Connect to ClickUp as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Start by setting the Profile connection property to the location of the ClickUp Profile on disk (e.g. C:\profiles\ClickUp.apip). Next, set the ProfileSettings connection property to the connection string for ClickUp (see below).

ClickUp API Profile Settings

In order to authenticate to ClickUp, you'll need to provide your API Key. You can find this token in your user settings, under the Apps section. At the top of the page you have the option to generate a personal token. Set the API Key to your personal token in the ProfileSettings property to connect.

Import ClickUp Data

Follow the steps below to import ClickUp data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData API Source

3. Enter the SELECT statement to import data with. For example:

   SELECT Id, Name FROM Tasks WHERE Priority = 'High'

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.