ℹ Only Network Admins can add data sources to Coworker. Contact your network admin for assistance
ℹ You must be an admin for the connected data source in order to successfully connect the tool to Coworker. If you do not have admin access for this tool, you will need to either obtain admin privileges for the tool otherwise add an admin of that tool as an admin on Coworker so they can complete the connection
Prerequisites
A ClickUp account with sufficient permissions
Important note: the scope of the data which will be synchronized to Coworker is defined by the user behind the API key. We recommend that you create a service account which will have the right permissions, ie. no access to sensitive tasks/data.
Generating the credentials
Log in as the service account which will make the API key, and go to your settings page
Click on "Generate" to generate the access token
Information required for the Coworker connection:
api_token
: the API token generated aboveteam_id
: the unique ID referencing your team. This can be found in your ClickUp URL, ie. https://app.clickup.com/20596928/home -> 20596928
ℹ You must share your token and credentials via a secure app like 1Password or LastPass. This is for SOC2 compliance and to protect your data