Field mapping: where your order data lands in ClickUp

Start with the end result

This is what a synced order looks like in ClickUp. The task title combines the order number and customer name, the custom fields carry the order data, and the description lists every line item — SKU, variant, and unit price — with a link back to the order in Shopify.

Everything in this tutorial works backwards from that card: which field holds what, how the fields got there, and what happens when one of them can't be filled.

The 8 fields OrderTask fills in

Every new order fills in up to eight custom fields on its task:

How mapping happens automatically

During setup, OrderTask looks at the List you picked for order tasks, matches these eight fields by name, and creates any that are missing. That's the whole process — you normally never open the mapping page at all.

If your List already had a field called “Order total”, OrderTask uses it. If it didn't, OrderTask creates one for you. Either way, the next order that comes in fills it.

The description fallback: data is never lost

Here's the single most important idea in this tutorial: a field that isn't mapped doesn't make its data disappear. Anything that can't go into a custom field is written into an “Order details” block in the task description instead.

When you'd edit the mapping yourself

Three situations call for a visit to the mapping page:

• You renamed or deleted a field in ClickUp, and OrderTask can no longer find it.
• You want a field to stop syncing — for example, you'd rather not have customer emails on your board.
• You moved order tasks to a different List and want to double-check where everything landed.

Open OrderTask → Field mapping in your Shopify admin. Each row shows one order field and the ClickUp field it writes to; change the dropdown to re-point it, or switch it off to stop syncing that field.

Moving order tasks to a different List

If you change where order tasks go (in Event settings), OrderTask re-matches all eight fields by name on the new List as part of the same save — same rules as during setup, so there's nothing extra to do.

If ClickUp can't be reached at that exact moment, fields temporarily go to the description instead (nothing is lost), and revisiting the mapping page sets them straight.

Three reasons a field can look empty

1. ClickUp's Free plan cap

ClickUp's Free Forever plan allows roughly 60 custom-field updates in total, ever, per workspace — their counter never resets. Once the cap is hit, ClickUp rejects new field values.

OrderTask detects this, shows a banner in the app, and automatically switches to the description fallback — no orders are lost. To get fields back, upgrade the ClickUp workspace; or simply keep working from the description, which many merchants do.

2. The Custom Fields feature is switched off in ClickUp

ClickUp lets you turn the Custom Fields feature off per Space. If it's off where your order tasks live, OrderTask falls back to the description in exactly the same way, and the in-app banner tells you which switch to flip in ClickUp's settings.

3. Customer name, email, or address is blank