Your ClickUp Data.
Ready For What Comes Next.
Bring your data together. Set your formats.
Save the rules for every export.
Your next system has its own rules — column names, date formats, time values, combined fields. Save them once and every run applies them to fresh data.
Choose Your Plan → See An Example Export
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ClickUp Data
Your Saved Rules
Ready-To-Use Export
Configure once. Reuse every export.
The Export Is Only
The Beginning.
The file downloads. Then the cleanup starts.
Save the steps. Get your time back.
A saved workflow does the heavy lifting.
Set it once.
Use it always.
Cleaner data.
Happier teams.
More time for
what matters.
You rename columns for finance. Look up the client code. Bring in task details. Change dates and hours to match the next system. Check that you included the right records.
And next week, you do it again.
DataFlow turns those repeatable preparation steps into a saved workflow, so the structure does not have to live in your memory — or in another spreadsheet full of workarounds.
Your Data. Your Format. Every Run.
One workflow needs decimal hours. Another needs hours and minutes. Finance wants
customer_id, while your team calls it Client Code. A handoff needs the client,
project, and task combined in a single description.
Build those requirements into your DataFlow. Set the formats, name the columns, combine the values, and save the rules. The next run applies the same preparation to fresh data.
| Source Value | Saved Output Rule | Result |
|---|---|---|
| Duration: 1 hour 30 minutes | Decimal Hours, 2 places | 1.50 |
| Same duration | Decimal Minutes, 2 places | 90.00 |
| Same duration | Hours And Minutes | 01:30 |
| Same duration | Milliseconds | 5400000 |
| Date: September 7, 2026 | Year-Month-Day | 2026-09-07 |
| Same date | Month/Day/Year | 09/07/2026 |
| Same date | Day/Month/Year | 07/09/2026 |
| Client Code field | Output Column Alias | customer_id |
| AC-104 + Website + Review | Join With A Vertical-Bar Separator | AC-104 | Website | Review |
Examples are illustrative representations of the same source data prepared for different business requirements.
| Customer ID | Work Item | Description | Hours | Work Date |
|---|---|---|---|---|
| AC-104 | Website Review | Review session | 2.50 | 2026-09-01 |
| AC-104 | Support | Configuration fixes | 1.25 | 2026-09-02 |
| BR-208 | Discovery | Workshop | 3.00 | 2026-09-03 |
Less Repeated Preparation
Save your field selection, column names, order, and formatting. Reuse the definition when it is time for the next export.
Fewer Manual Handoffs
Bring supported related data into the output instead of copying values between files. Fewer manual edits mean fewer opportunities to paste into the wrong column or forget a step.
A More Consistent Output
Use the same saved rules across runs, and review the result before handing it off. Consistent structure makes the next person's work easier, too.
Source. Shape. Deliver.
Choose The ClickUp Data You Need
Connect your workspace and select the supported data and scope for your export. Start with a template or build your own.
Make The Structure Yours
Select and rename fields, combine related context, apply filters, and choose the formats your workflow expects. Preview a sample before running the full export.
Reuse The Resulting Workflow
Generate CSV or Excel output, or use supported delivery back into ClickUp. Run again when needed, or schedule it at the frequency included in your plan.
Pick The Problem You Recognize.
These are examples, not products. DataFlow takes the data already in your ClickUp workspace and turns it into whatever shape the next system needs — you choose the fields, rename the columns, set the formats, and save it as a workflow you can run again.
You Format The Data, Not Just The File
Milliseconds into decimal hours or HH:MM. Dates in the pattern the receiving system demands. Your column names, not ClickUp's. Fields combined into one clean value. The formatting is the product — the CSV or workbook is just where it lands.
Your File, With Nothing Added
No watermark, no logo, no "generated by" row, no branding sheet, no trial banner across the top. The file contains your columns and your rows, so it can go straight to a client, an accountant, or an import without anyone editing it first.
The Same Answer Every Time
Saved rules run the same way on every export — no model deciding what a column means this week, and no AI tokens to buy or run out of. A billing file you can hand over without re-checking it row by row, because nothing about it changed on its own.
A Price You Can Budget
One monthly subscription with the limits printed on the pricing page. No per-export charge, no metered usage bill that arrives larger than expected, no surprise at renewal. What you can run is what the plan says.
Billing Preparation
Bring time entries, client references, project context, and notes into one consistent file for review and import.
Weekly Portfolio Files
Prepare the same project, owner, status, due-date, and business-field columns for each reporting cycle.
Operations Handoffs
Match column names and formats to the file structure your next process expects.
Set It Once. Change It When You Need To.
A new client needs different columns. Finance changes its import format. Your team adds a custom field or wants a different description.
Open your DataFlow, update the supported mappings and formatting rules, preview the result, and save. Your next run uses the updated definition. No code changes required for supported configuration changes — no developer handoff just to rename a column or adjust a date format.
Know What Ran. Know What Is Ready.
A saved export is more useful when you can see what happened. Follow the run from queued to complete, review errors when something needs attention, and find the resulting file in one place.
Saved Definitions · Run History · Output Downloads · Queue Visibility
Queue priority and schedule frequency depend on your plan and available capacity.
What Is Your Repeat Cleanup Costing?
Even a small recurring task adds up. If you spend 15 minutes preparing each of four exports a month, that is an hour spent rebuilding the same output.
Illustrative example: 15 minutes × 4 monthly exports = 60 minutes/month. This is an example, not measured customer savings.
Start With The Workflow You Need.
Choose capacity for your connected workspace, exports, records, and schedule. Upgrade when you need more room to run.
Your Next Export Should Not Start From Scratch.
Choose the data. Set the structure. Save the workflow.
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