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ClickUp Integration

Marker.io with ClickUp for Website Issue Tracking

Joe Scanlon avatar
Written by Joe Scanlon
Updated over 4 months ago

This guide walks you through setting up the Marker.io integration with ClickUp, allowing you to collect website issues directly in your ClickUp projects. With 2-way synchronization, your issue statuses, fields, and comments will be up-to-date across both platforms.


Set up a ClickUp Integration

Create a New Project in Marker.io

  • Go to your Marker.io dashboard and click Create a project.

  • Fill in the project details:

    • Project Name

    • Website URL where issues will be collected

    • Integration: Select ClickUp

    • Space Selection: Choose the ClickUp space where new issues will be sent

Note: The first time you connect, you’ll need to authorize Marker.io to access your ClickUp account.

Configure forms

  1. Marker.io automatically fetches your ClickUp fields, allowing you to customize the issue submission form.

  2. Options include:

    • Show/hide fields

    • Set default field values (e.g., set default Priority to "High" but allow reporters to adjust it)

Marker.io uses two forms:

  • Member Form: For registered Marker.io members

  • Guest Form: For public reporters and guests For more details, see our [User Roles Guide].

Install widget

Install the Marker.io widget on your website to start collecting issues:

  • Recommended: Use the manual JavaScript installation.

  • Other options:

    • WordPress plugin

    • NPM package

    • Send an installation request to your developer with one click

Once installed, visit your website and refresh the page to confirm the widget is visible.


How it works

Report Issues from Your Website

Visitors can report issues directly through the Marker.io widget on your website. Each submission will automatically include a screenshot and detailed technical data, such as:

  • Page URL

  • Browser type

  • Screen resolution

  • Operating system

Example: If the "Contact Us" button on the "About Us" page isn’t working, the visitor can click on the widget, annotate the screenshot, and provide additional details.

Reviewing Issues in ClickUp

All reported issues appear in your selected ClickUp space with the associated screenshot and technical data. You can review, prioritize, and update these issues directly in ClickUp.

Communicate with reporters

Use the "Contact via Marker.io" link in your ClickUp issue to open a dedicated Issue Page where you can communicate directly with the reporter. All conversations sync between Marker.io and ClickUp.

Synchronize Status

When you mark an issue as Completed in ClickUp, Marker.io will automatically update the status to "Resolved" and send an email notification to the reporter.


FAQ

Is Marker.io secure?

We take your data and the security of our systems very seriously, using the most advanced security to connect with your account. See the latest version of our security policy at: https://marker.io/security.

What permissions are required to integrate with ClickUp?

You need admin permissions for the ClickUp project you’re integrating with Marker.io.

I can't connect my ClickUp account to Marker.io

Try the following:

  1. Log into your ClickUp account.

  2. Open a new browser tab and log in to ClickUp again to bypass potential security checks. Then, return to Marker.io and try reconnecting.

  3. If needed, reset your ClickUp password.

Still having issues? Start a chat with our support team using the chat icon in the lower right corner.

How do I add custom fields in Marker.io via the ClickUp Integration?

Custom fields are a powerful customization tool allowing you to add new field types and custom data specific to your workflow.

  1. Add custom fields in ClickUp.

    See the ClickUp Custom Fields guide for details.

  2. Enable your custom fields from ClickUp on your Marker.io forms

  • Go to Widget Settings under the relevant project.

  • Choose either the Guest or Member form.

  • Unhide the custom field by clicking the eye icon next to it.

  • Save your settings.

Marker.io Issues Not Syncing to ClickUp

If your Marker.io issues have stopped syncing with ClickUp, there are typically two common reasons.

1. Reconnect Your ClickUp Account

If issues are no longer appearing in your ClickUp project, it might be due to changes in your ClickUp account credentials (like an updated password), which can disrupt the connection between Marker.io and ClickUp.

Steps to Reconnect:

  1. Log in to your Marker.io account.

  2. Click ReSync to re-establish the connection.

Tip: Once reconnected, submit a test issue to see if it appears in your ClickUp space.


2. Check if Your ClickUp Space or Project Has Permission Restrictions

Sometimes, the syncing issue could be due to your ClickUp space or project being restricted in some way (e.g., limited access or permissions). This often happens if you’ve changed your ClickUp plan or adjusted permissions settings.

How to Check and Resolve:

  • Verify Plan Limits: Log in to ClickUp and check if your current plan imposes any limits that could restrict syncing (like user roles, storage, or access levels).

  • Check Permissions: Ensure that the space or project you’ve connected allows Marker.io to create and update issues.

  • Upgrade Your Plan: If you’ve hit any restrictions, you may need to upgrade to a higher-tier ClickUp plan for more flexibility.

Common Signs of Permission Restrictions:

  • You can view issues but can’t add or edit new ones in the ClickUp space.

  • A notification in ClickUp indicates that your current plan limits have been reached, affecting collaboration features.

If these steps don’t resolve your issue, reach out to our support team through the chat icon at the bottom right of your Marker.io dashboard.


Need Help?

If you have any questions, comments, or corrections, chat with us at the bottom right of our web page.

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