Pegasus + ClickUp Integration Is Now Live
If your agency uses ClickUp for project management, you can now connect it directly to Pegasus Edge. Your ClickUp workspace automatically stays aligned with your job structure, and as your team logs in to ClickUp, time flows back into your Pegasus timesheets overnight.
We covered the full integration in our April 2026 webinar. You can watch the recording below or on the Webinars page.
How the integration works
The integration rests on three principles.
Pegasus remains your system of record. Nothing about how you manage jobs, clients, estimates, or staff changes. Pegasus Edge is still where financial data is created, approved, and controlled.
ClickUp stays aligned automatically. When you save a job, add a client, or approve an estimate in Pegasus, it pushes to ClickUp immediately. Your team always has a current view of the job structure without anyone maintaining it manually.
Timesheets flow back overnight. Time your team logs in ClickUp during the day arrives in your Pegasus timesheets the following morning, ready for your normal review and approval process.
What syncs, and when
Structural data syncs in real time. Jobs, clients, and departments push from Pegasus to ClickUp the moment you save a change. Deletions are reflected immediately, too.
Estimate data syncs on approval. When an estimate is approved in Pegasus, those estimate categories push through to ClickUp as tasks, the specific deliverables your team logs time against. Tasks won't appear in ClickUp until the estimate is approved, so the approval step is the trigger.
Timesheets sync overnight on a rolling 30-day window. Time logged on any given day appears in Pegasus the following morning. Entries can be corrected in ClickUp within that 30-day window, and they'll be reimported the next night automatically. Once a timesheet entry has been updated in Pegasus, typically as part of month-end, ClickUp can no longer overwrite it. That's intentional: it protects your approved financial data.
What your team sees in ClickUp
The structure in ClickUp maps directly to what your team already knows in Pegasus, so adoption is straightforward.
Your branch becomes a Space. Clients become folders within that Space. Each job is a list inside its client folder, and the tasks within each job list correspond to your approved estimate categories, the actual deliverables your team is working on.
Non-job time (internal meetings, training, house time, admin) is handled through separate lists at the top of the client folder, driven entirely by your active non-charge codes in Pegasus.
What to have in place before you go live
Getting these right before go-live makes a significant difference:
Push to ClickUp must be enabled on any job you want to appear in ClickUp
Estimates need to be approved before tasks exist for your team to log time against
Email addresses must match — each team member's Pegasus email needs to match their ClickUp login
Non-charge codes must be active and current in Pegasus to appear as non-job time tasks
Nominate someone to receive the daily error notification emails — this is how you'll know if any timesheet entries don't import, and why
Getting set up
Setup takes a minimum of two weeks from receipt of your completed connection request form. The process covers your ClickUp API connection, estimate sync preferences, and who should receive the error notification emails.
There is a one-off implementation fee plus an annual maintenance fee. Talk to your account manager for current figures and to request the connection form.