Merge integration with ClickUp

The Merge integration lets you connect external tools to ClickUp so your team can view, sync, and manage important business data inside a single workspace. This guide shows you how to enable the integration, turn on Unified API, and use Merge to sync data from systems like ATS, CRM, HR, and more.

What is Merge and how it works with ClickUp

Merge is a Unified API platform that connects ClickUp to many different third-party tools. Instead of building a separate integration for each app, Merge provides one connection to manage data from multiple categories.

With Merge, your ClickUp workspace can sync key records and make them available in tasks and views for better visibility across teams.

Supported Merge categories in ClickUp

When you enable Merge with ClickUp, you can connect data from several categories, depending on your Merge account and plan. Typical categories supported by Merge include:

• ATS (Applicant Tracking Systems)
• CRM (Customer Relationship Management)
• HR Information Systems
• Accounting and billing tools
• Ticketing and support platforms
• Project and task management tools

The exact categories and integrations available in your ClickUp workspace will match what is configured in your Merge dashboard.

Prerequisites for using Merge in ClickUp

Before you enable the Merge integration in ClickUp, make sure you have the following:

• An active ClickUp workspace where you have permission to manage integrations.
• A Merge account with access to the Unified API and any categories you plan to connect.
• API credentials or configuration from Merge that can be used by your ClickUp admin.

If you are not sure whether your workspace can use Merge, check with your ClickUp owner or workspace admin.

How to enable the Merge integration in ClickUp

Follow these steps to turn on the Merge integration in your ClickUp workspace. Only workspace admins or owners can complete this setup.

Step 1: Open ClickUp settings

1. Sign in to your ClickUp workspace.
2. Click your profile avatar or workspace settings menu in the lower-left corner.
3. Select the option to open Settings or Workspace settings, depending on your layout.

This is where you manage integrations, apps, and advanced features for ClickUp.

Step 2: Find the Merge integration in ClickUp

1. In workspace settings, navigate to the Integrations section.
2. Search for Merge in the integrations list.
3. Select the Merge integration to open its configuration panel.

If you do not see Merge listed, your ClickUp plan or region may not support it yet. In that case, contact ClickUp support or your account representative for more information.

Step 3: Connect ClickUp to Merge

1. In the Merge integration panel inside ClickUp, click the option to Connect or Enable Merge.
2. You may be redirected to a Merge authorization page or asked to enter API keys.
3. Follow the on-screen instructions to authenticate your Merge account.
4. Grant ClickUp permission to read and, when applicable, write data from the selected Merge categories.

After successful authentication, ClickUp and Merge will be connected, and you can start configuring data sync.

Configure Unified API and data sync in ClickUp

Once the Merge integration is enabled in ClickUp, you can decide which Unified API categories and connections to use in your workspace.

Step 4: Select Merge Unified API categories for ClickUp

1. In the Merge configuration area in ClickUp, review the list of available categories.
2. Turn on the categories your team needs, such as ATS, CRM, HR, or Accounting.
3. Save your selection so ClickUp can start indexing data from Merge.

Only enable categories that are relevant to your ClickUp workflows to keep your workspace focused and easy to manage.

Step 5: Map Merge data to ClickUp

Depending on your Merge setup, you may be able to control how external records appear in ClickUp. Typical configuration options include:

• Choosing which Merge connections (for example, specific ATS or CRM tools) are accessible in ClickUp.
• Mapping fields from Merge to custom fields in ClickUp tasks.
• Defining how records are displayed or referenced in ClickUp views.

Use your Merge dashboard alongside ClickUp settings to verify that data mappings and permissions are correct.

How to use Merge data inside ClickUp

After Merge is set up, your workspace can reference external data alongside tasks, docs, and projects. This allows ClickUp to act as a single source of truth for cross-tool workflows.

View external records in ClickUp tasks

When Unified API data is available, you may see:

• Linked records from external tools attached to ClickUp tasks.
• Custom fields filled with data synchronized through Merge.
• References to external IDs or URLs that take you back to the source system.

Your team can open tasks in ClickUp and immediately see the most important information from connected systems.

Use Merge data in ClickUp views

Merge data can be surfaced in various views, depending on how your workspace is configured:

• List view: Show synced fields as columns alongside core ClickUp task data.
• Board view: Group or filter tasks based on Merge-powered fields like status or owner.
• Custom views: Build filtered reports using Merge fields together with native ClickUp attributes.

This helps teams track external records from multiple tools directly in ClickUp.

Manage permissions and security for Merge in ClickUp

Security and permissions are controlled through both Merge and ClickUp. Workspace admins should verify that the right people have access to external data.

Control access from ClickUp

In ClickUp, you can:

• Limit who can manage integrations and Merge settings.
• Restrict views, folders, and spaces that display Merge data.
• Use roles and permissions to control which team members can edit or only view tasks that include external records.

This ensures sensitive or private information synced through Merge is only visible to the correct users in ClickUp.

Control access from Merge

In your Merge dashboard, you can:

• Decide which third-party tools are connected to the Unified API.
• Configure scopes and permissions for data shared with ClickUp.
• Revoke or update credentials if tools or vendors change.

Always coordinate changes in Merge with your ClickUp admin so connections continue to work as expected.

Troubleshooting the Merge integration in ClickUp

If you run into problems while using the Merge integration in ClickUp, use these basic troubleshooting steps.

Common Merge and ClickUp issues

• Merge integration not visible in workspace settings.
• Errors while attempting to authenticate with Merge.
• Data not appearing or updating in ClickUp after configuration.
• Missing categories or connections in the Merge panel inside ClickUp.

How to resolve issues

1. Confirm that Merge is included with your current ClickUp plan.
2. Check your Merge account status and verify that Unified API is enabled.
3. Re-authenticate the integration from ClickUp settings if tokens or keys have expired.
4. Review your permissions in both tools to make sure you have admin access.
5. Compare the list of enabled categories in Merge and ClickUp to confirm they match.

If problems continue, consult the official Merge integration guide for ClickUp at this support article or contact support.

Best practices for using Merge with ClickUp

To keep your workspace efficient and easy to maintain, follow these recommendations when working with Merge and ClickUp.

• Start with a small set of categories and expand only when needed.
• Document how Merge data is used in your ClickUp processes so your team knows where it comes from.
• Regularly audit connections in Merge and ClickUp to remove unused tools.
• Train project owners on how to interpret synced fields and links inside ClickUp tasks.

Well-planned usage of Merge will make your ClickUp workspace more powerful without adding unnecessary complexity.

Where to learn more about ClickUp integrations

For additional help with integrations, automation, and workspace design, you can explore expert resources. A good starting point is the consulting and training content from Consultevo, which covers productivity platforms and process optimization.

To get the latest, most detailed instructions about using Merge with ClickUp, always refer to the official support documentation available in the ClickUp Help Center.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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