Source. Shape. Deliver.
Follow one export the whole way: time entries plus each task's client code become Customer ID, Work Item, Description, Hours, Work Date — a file billing can use, rebuilt automatically every run.
1Source
Connect your ClickUp workspace — sign in with ClickUp or use a personal API token; either way you pick exactly which workspace the connection reads. Then scope the export: a space, a folder, or specific lists. Pick a folder and lists added to it later stay included.
Choose what one row is: a time entry, a task, a person, or a hierarchy roll-up. The builder shows how each choice multiplies or collapses your rows before you commit.
Connection: Acme Workspace
Scope: Client Delivery (folder) — includes Project 1, Project 2, and future lists
One row is: a time entry, with its task and person attached
2Shape
Select the fields, rename them for the destination, and set each column's format — decimal hours here, a readable duration there, dates the way the receiving system insists. Combine related context: the client code lives on the task, and it arrives beside every one of that task's time entries.
Filter the records, and preview a sample as you work. The preview runs the exact pipeline the file will, so what you see is what exports.
| Input | Output Column | Rule |
|---|---|---|
| Task client-code field | Customer ID | Joined by task |
| Task name | Work Item | Preserve text |
| Entry description | Description | Blank handling set |
| Duration | Hours | Decimal hours, 2 places |
| Entry start | Work Date | YYYY-MM-DD, your timezone |
3Deliver
Choose CSV (with delimiter, quoting, and Excel-safe encoding options) or an Excel workbook (frozen headers, autofilter, even one tab per client). Or push the file back into ClickUp as a task attachment. Google Drive, Sheets, S3, SFTP and webhooks are Coming Soon — never faked.
Run it now, or schedule it daily, weekly, or monthly in your timezone — daylight-saving shifts handled. Every run lands in history with its progress, warnings, and the file it made.
| 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 |
Preview, Save, Run, Review — And Edit Without Fear
Every saved change makes a new revision of the definition. Change a date format today and it applies to future runs; completed and in-progress runs keep the exact revision they executed, so your history never rewrites itself.
See Formatting Examples Explore The Use Cases
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