Tutorial

To begin syncing, ClickSync requires access permissions to both Shopify and ClickUp:

• Install ClickSync: Complete installation from the Shopify App Store. This connects Shopify securely to your store.
• Authorize ClickUp: Inside the ClickSync dashboard under settings, click "Connect ClickUp". You will be redirected to ClickUp's secure OAuth consent portal.
• Grant Permissions: Log into ClickUp, choose the specific workspaces (teams) you want to grant ClickSync access to, and click **Authorize**. You will be returned to your Shopify admin dashboard.

ClickSync lets you decide exactly what shop events create tasks. Under active sync channels, locate the event cards:

• Shopify Order Created: Creates a task card when a customer pays for an order.
• Shopify Customer Created: Creates a task card representing a new customer registration.
• Fulfillments & Refunds: Tracks shipping and returns events.
• Map List Target: For each active card, select a target ClickUp **Space**, **Folder**, and **List** from the dropdown options. ClickSync automatically retrieves your ClickUp lists in real-time.

Organize details directly inside ClickUp columns. First, create your columns (text, currency, date, dropdown) inside ClickUp, then map them in ClickSync:

• Under **Custom Field Mappings**, choose a preset Shopify variable (e.g. order total, customer notes, discount codes).
• Select the target ClickUp column from the dropdown.
• For custom metadata, choose **Custom Path** and type the JSON path (e.g., customer.phone).
• Click **Add Mapping**. Future events will populate these columns automatically.

Ensure critical events go to the right place and get assigned to the proper personnel automatically:

• Assignee Routing: Navigate to routing settings, select a property (e.g., total_price), choose an operator comparison (e.g. >=), enter a threshold (e.g., 100), and select the ClickUp team member. ClickSync auto-assigns the task!
• Task Priority Rules: Flag tasks as Urgent, High, Normal, or Low based on parameters like cart totals, express shipping method matches, or VIP buyer tiers.
• Split Order Routing: Enable split routing on order cards to automatically break multi-item orders into linked child subtasks under a parent card.

Let your operations team manage Shopify directly from ClickUp. Map a ClickUp card status to trigger actions inside Shopify:

• Locate the **ClickUp Status to Shopify Actions** card.
• Ensure ClickSync's webhook payload URL is registered inside your ClickUp Space.
• Add a mapping: Select a ClickUp status (e.g. complete) and map it to a Shopify action (e.g., Fulfill Shopify Order).
• When a card status updates in ClickUp, ClickSync automatically executes the corresponding action in Shopify.

Validate your synchronization pipelines and track historical executions in real-time:

• Navigate to the **Sync Audit Logs** tab in your ClickSync console.
• Every webhook receipt, queue job, and API sync attempt is logged here.
• View details like the trigger timestamp, event status (Success or Failed), request payloads, and click direct links to open generated ClickUp cards.
• Pruned automatically after 7 days to preserve storage.