ClickUp Integration

Following are important points to know and to prepare up-front before setting up this integration:

• The setup needs to be done by PractiTest’s account owner.
• You will need to get ClickUp’s API TOKEN (we will show you how), and Workspace ID. This should be generated by a user that has access and a permission to create and update entities in all the Spaces you want to integrate with PractiTest. With this token we will be linking between the tasks in ClickUp and the issues in PractiTest, and we will be able to populate new tasks in ClickUp.

PractiTest account configuration

Start by configuring the integration in the account settings. Go to account settings > Integrations tab (If you are not an account owner, ask your account owner to take the following steps). Press “Create 2 way integration” and choose the ClickUp integration. Press “Create a new ClickUp integration”.

In this window you need to fill in “ClickUp API TOKEN” and “Workspace ID”.

API Token: Go to your ClickUp account. Click on your user icon at the bottom left side and press settings. In settings choose Apps on the left sidebar.

Generate an API token and paste it in the PractiTest window.

Workspace ID: Your Workspace ID will appear in the ClickUp app url right after the ‘/’ as follows: https://app.clickup.com/{{WORKSPACE-ID}}

Copy (the number only) and paste it in the PractiTest window.

PractiTest Project Configuration

Go to Project settings > integrations tab > Press ‘Activate’.

If the account settings were configured correctly, you will see the ClickUp integration - press ‘Activate’ inside the clickup box. (If there was an issue with the account settings configuration, the account owner will have a link to complete it.) Add a new row for each Space-List pair that you want to have when reporting an issue from a PractiTest run to ClickUp. Click ‘Update Issue Integration’.

At the bottom of the page you can allow PractiTest to create internal issues that will not be synced to ClickUp.

Report an issue from PractiTest to a ClickUp task

In PractiTest, run your test as usual. When encountering an issue, click the ‘Fail n’ Issue’ button. A pop up window will appear (at the first time you press the fail & issue button after configuring the integration, this might take a few seconds).

In the pop up window:

• Choose the Space-List you want to report the task to.
• You will see all your run data pre-entered. You can edit the data.
• In case you added or removed a Space or a list in ClickUp after you configured the PractiTest integration, hit the “Refresh Spaces” Button to sync and view all the new & updated lists and Spaces to PractiTest.

Click ‘create the task in the selected list’.

In your run window and in the issues module you can find the PractiTest issue you just created and inside it a link to the synced ClickUp task you just created.

Any change to the ClickUp task’s name, description and status will be reflected in PractiTest and vice versa.

In case you defined your integration to allow internal PractiTest issue creation (that will not be created in ClickUp), your "Fail & Issue" button in your run window will open 2 options. The first will create the issue in PractiTest only, and the second will create the ticket in ClickUp as explained above.

Link a ClickUp task to a PractiTest run

In PractiTest, run your test as usual. When encountering an issue that you want to link to an existing ClickUp task, click the ‘Link Existing Issue’ link. A new field will appear. Enter the ClickUp task ID you want to link to this step and press 'Link to step'.

In your run window and in the issues module you can find the PractiTest issue you just created and inside it a link to the synced ClickUp task.

Any change to the ClickUp task’s name, description and status will be reflected in PractiTest and vice versa.

Sync an Issue from ClickUp

To sync an existing task from ClickUp to PractiTest as an issue, press the dropdown button on the top left side of the screen and choose 'Sync a new issue from ClickUp'.

Enter the ClickUp issue ID in the pop-up window. Please note you can sync a few ClickUp tasks at once by seperating them with commas.

Press synchronize.
A new issue in PractiTest will be created for each task ID entered, with the title, description and status of the synced ClickUp task.

Sync a Requirement from ClickUp

To sync an existing task from ClickUp to PractiTest as a requirement, press the dropdown button on the top left side of the screen and choose 'Sync a new requirement from ClickUp'.

Enter the ClickUp issue ID in the pop-up window. Please note you can sync a few ClickUp tasks at once by seperating them with commas.

Press synchronize.
A new requirement in PractiTest will be created for each task ID entered, with the title, description and status of the synced ClickUp task.