Platform

Seamless Two-Way Sync Between Success.co and ClickUp

We’re thrilled to announce our newest integration: Success.co ↔ ClickUp. Now your EOS® to-dos in Success.co and your tasks in ClickUp stay perfectly in sync—no copy-pasting, no juggling between tools.

We’re thrilled to announce our newest integration: Success.co ↔ ClickUp.
Now your EOS® to-dos in Success.co and your tasks in ClickUp stay perfectly in sync—no copy-pasting, no juggling between tools.


What the Integration Does

Once enabled, your Success.co to-dos and ClickUp tasks update automatically in both directions. The following fields are synced:

  • Title / Name

  • Description

  • Due date

  • Assigned user

  • Priority

  • Status

Make a change in one tool and it appears in the other within seconds.


Why Use It

  • Keep your EOS® to-dos visible where your team already works

  • Eliminate duplicate data entry

  • Reduce context switching and improve alignment

  • Treat your EOS® to-dos like “real tasks” inside ClickUp


Key Benefits

  • Automatic two-way sync — no manual push/pull

  • Smart field mapping — only changed fields update

  • Visual cues — in Success.co you’ll see the ClickUp icon, a link to the task, and a manual resync button

  • Resilient design — if users or fields are missing, sync continues safely


How to Set It Up

Enabling the integration takes about a minute. Here’s how:

  1. In Success.co, go to Settings → Integrations

  2. Click Enable next to the ClickUp integration

  3. Authorize Success.co to connect to ClickUp (log in / grant permission)

  4. Select the ClickUp workspace to connect

  5. Choose which space in ClickUp to sync with

  6. Pick the list where tasks should appear

  7. Map which statuses in ClickUp correspond to “To Do” and “Done” in Success.co

  8. Click Finish

You’ll see a green “enabled” status. On each to-do you’ll see:

  • A ClickUp icon

  • A sync status

  • A link to the matching ClickUp task

  • A manual resync button

For detailed screenshots, see our ClickUp integration guide.


Important Notes & Limitations

Every integration has edge cases. Here’s what you should know:

  • Priority mapping: We do our best to match ClickUp priorities. Common mappings: High ↔ High, Medium ↔ Medium, Low ↔ Low, None ↔ No priority, Urgent → High.

  • Team/List changes: Changing a to-do’s team in Success.co doesn’t move the already-synced ClickUp task. Move it manually in ClickUp if needed.

  • User assignments: We match by email. If the user doesn’t exist or lacks permission in ClickUp, the assignment may be left blank. ClickUp allows multiple assignees; Success.co supports one, so we pick the first.

  • Switching project management tools: Once a to-do is synced to ClickUp, it can’t be moved to another PM system. To switch, duplicate the to-do, sync the new copy, and delete the original.

  • Downtime: External API issues (e.g. ClickUp outages) may temporarily affect sync. Use the manual resync button to recover.

Full details are in the ClickUp integration guide.

Start Syncing Today

Enable the ClickUp integration and bring your EOS® to-dos into your team’s central workflow.

If you run into any issues, our support team is ready to help.

And if this integration saves your team time, we’d love to hear your story.


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