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ClickUp ↔ Tripletex integration for better data consistency

About the project

The client needed a more reliable way to manage customer, contact, and project data in ClickUp. Manual entry caused inconsistencies and errors, reducing efficiency across teams.

Technology

• ClickUp

• Tripletex

• Make.com

Services

• Systems integration

• Proof of Concept (PoC)

• API design

• Workflow automation

Industry

• Industrial services

• Engineering

The challenge

The client’s ClickUp setup relied on free-text fields for customer and contact information. This led to frequent typos and duplicate entries, making it difficult for employees to select the correct data and weakening reporting quality.

They also wanted to avoid unnecessary project creation in Tripletex and ensure a clear relationship between tasks, customers, and projects.

Objectives

#1

Synchronize customer, contact, and project data from Tripletex to ClickUp.

#2

Reduce manual data entry and errors.

#3

Synchronize customer, contact, and project data from Tripletex to ClickUp.

How did we do it?

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1. Initial analysis‍

Reviewed the existing integration and identified issues such as free-text fields and lack of synchronization.

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2. Proof of Concept

Built a working prototype in Make.com to demonstrate how customers could be automatically synced from Tripletex into ClickUp.

‍

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3. Customer sync

Implemented automated synchronization of customers, ensuring ClickUp always reflects Tripletex as the source of truth.

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4. Contact sync

Extended the solution to synchronize contact persons for each customer.

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5. Project sync

Designed synchronization of projects with the option to link ClickUp tasks to existing Tripletex projects.

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6. Future scalability

While this solution was delivered in Make.com for clarity and speed, we considered Azure Functions as a path for long-term scalability in similar projects

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1. Initial analysis‍

Reviewed the existing integration and identified issues such as free-text fields and lack of synchronization.

2. Proof of Concept

Built a working prototype in Make.com to demonstrate how customers could be automatically synced from Tripletex into ClickUp.

‍

3. Customer sync

Implemented automated synchronization of customers, ensuring ClickUp always reflects Tripletex as the source of truth.

‍

4. Contact sync

Extended the solution to synchronize contact persons for each customer.

5. Project sync

Designed synchronization of projects with the option to link ClickUp tasks to existing Tripletex projects.

6. Future scalability

While this solution was delivered in Make.com for clarity and speed, we considered Azure Functions as a path for long-term scalability in similar projects

Development process:

Step 1

Step 2

Step 3

Step 4

The outcome

The client received a practical, tested solution that replaced error-prone manual input with automated synchronization. Employees can now select the correct customer, contact, or project directly in ClickUp, reducing mistakes and improving task management efficiency.

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