ClickUp

To add integration with ClickUp, you need to go to your profile settings, select the Apps tab > API token, and generate it.

After obtaining the API token, the next step is to create a key in the ITFin system. To do this, go to Settings > Keychain and select +Add. Enter a name, choose the service, and add the login (the email address linked to the ClickUp profile) and the generated key, then save it.

After this, you can add the integration in Projects > Integration and choose +Add Integration option. Enter a name, set the integration start date, and choose the previously added key.

After the first synchronization, you can view a table with synchronization data under the Projects > Integration, including when it last occurred. You can also manually update the synchronization, edit, or delete it.

It is important to note that if you have a limited ClickUp plan, you can only report either all unpaid or all paid hours. Accordingly, if hours are reported as unpaid, they will also be marked as unpaid in the ITFin system, with no option to change this, even if they are listed as paid in the employee’s agreement. Conversely, if all hours are reported as paid in ClickUp, but the ITFin agreement specifies that all hours should be reported as unpaid, they will be recorded as unpaid in the time tracking for the project.

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