Connect to ClickUp Data from Filemaker Pro (Mac)

FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect AI, FileMaker Pro gets access to live ClickUp data. This article demonstrates how to connect to ClickUp using Connect AI and query ClickUp data in FileMaker Pro.

CData Connect AI provides a pure SQL Server interface for ClickUp, allowing you to query data from ClickUp without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to ClickUp, leveraging server-side processing to return the requested ClickUp data quickly.

Configure ClickUp Connectivity for FileMaker Pro

Connectivity to ClickUp from FileMaker Pro is made possible through CData Connect AI. To work with ClickUp data from FileMaker Pro, we start by creating and configuring a ClickUp connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "ClickUp" from the Add Connection panel

3. Enter the necessary authentication properties to connect to ClickUp.

   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.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add ClickUp Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to ClickUp data from Filemaker Pro.

Connect to ClickUp from FileMaker Pro using Connect AI

To establish a connection from FileMaker Pro to the CData Connect AI Virtual SQL Server API, follow these steps.

Configure the ODBC Connection to CData Connect AI

1. Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
2. Configure a DSN for the Actual ODBC driver by setting the following properties:
   • URL: tds.cdata.com
   • Port: Change the port from 1433 to 14333
   • Username: Your Connect AI email address
   • Password: the PAT you created earlier

Query ClickUp from FileMaker Pro

1. In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query.
2. Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
3. In "Table.Column,"" select a table and a column name.
4. Set the "Operator" to =.
5. Select "Column," and then select the same table and column name as "Table.Column."
6. Click "Insert into SQL Query."
7. If no other modifications to the SQL query are required, click "Execute."

Get CData Connect AI

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