Upcase
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New ClickUp status actions can now update WooCommerce

Turn any order into a ClickUp case, already filled in.

Upcase puts a ClickUp panel on every WooCommerce order. Open a refund, reshipment or support case in one click, with the customer, items, address and tracking copied into your custom fields. When your team moves the task in ClickUp, the order updates itself.

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  • No card needed for the trial
  • Set up in about five minutes
  • Staging sites are free
yourshop.co.uk/wp-admin/admin.php?page=wc-orders&id=1042
Order #1042Processing
  • Linen throw, sage
    × 1    £48.00
  • Stoneware mug, speckled
    × 2    £28.00
Total£80.99
Ship to
Sarah Mitchell
14 Albert Road, Leeds LS6 2AB
Royal Mail Tracked 48
ClickUp cases
SMSarah MitchellSince 2023 · 6 orders · £412.60
All2📦 Reshipment1💸 Refunds1
📦 Parcel lost in transitApprovedTTom
💸 Refund the postageIn reviewPPriya
+ Open a caseLink a task
Customer Support › Reshipment RequestsApproved
Parcel lost in transit · #1042
TTomOpened from WooCommerce by Priya
  • Customer nameSarah MitchellOrder
  • Order Number1042Order
  • Delivery address14 Albert Road, Leeds LS6 2ABOrder
  • Items to reship1 × Linen throw, 2 × Stoneware mugPreset
  • Dispatch date28 Sep 2026Preset
  • Priority dispatch✓Preset
Replacement order #1043 created£0.00 · Processing · same items and address
WordPress 6.4+WooCommerce 8.2+PHP 8.1+HPOS and legacy order storageAny ClickUp plan

The problem

Support shouldn't start with copy and paste.

A customer emails about a lost parcel. Before anyone can help, somebody has to carry the order across to ClickUp by hand, and remember to come back when it's sorted.

The usual way 9 steps, every case

  1. Find the order in WooCommerce
  2. Copy the customer's name and email
  3. Copy the address, line by line
  4. Write out the items to reship
  5. Switch to ClickUp and find the right list
  6. Paste it all into the right custom fields
  7. Assign whoever packs parcels
  8. Go back and leave a note on the order
  9. Remember to update the order when it ships

With Upcase 1 click

1Click Open a case on the order
  • Filed in your Reshipments list, from your template
  • Name, order number, address and items filled in
  • Assigned to Tom, who packs the parcels
  • A private note on the order says who opened it
  • ClickUp status changes appear on the order
  • Approve it, and the replacement order makes itself

How it works

Set up once. Then every order has a help desk.

Most shops are opening cases within five minutes of installing the plugin.

  1. Connect ClickUp

    Click Connect ClickUp and approve. Your workspace and lists come across by themselves. A personal API token works too.

    Connected as Priya Shah
    Customer Support · 12 lists

  2. Make your categories

    Give each kind of case an emoji, a colour and its ClickUp lists. Add a template and a preset so new cases arrive the way your team likes them.

    📦 Reshipments 2 lists
    💸 Refunds 1 list
    🎫 General help 3 lists

  3. Open cases from any order

    The ClickUp cases box sits on every order. Pick a category, add a line of detail, paste a screenshot if you have one. Done.

    Open a case #1042
    📦 Reshipment💸 Refund🎫 General

Custom fields

Every field filled in before you've let go of the mouse.

Upcase reads your list's custom fields and fills every one it recognises from the order: email, phone with the right country code, address, items, tracking, refund amount and more. For anything else, each category has a preset you write once.

  • Matched by nameCall it Order Number, order no. or ORDER_NUMBER. It's found either way.
  • Presets with order detailsMix your own words with details from the order, like Reshipped {today}.
  • Warnings before you overrideThe preset editor shows which fields you're replacing and what they'd otherwise hold.
{first_name}{email}{phone}{order_number}{items}{address}{tracking_number}{carrier}{refund_amount}{today}
Customer Support › Refund RequestsIn review
Refund the postage · #1042
PPriyaRefund of £4.99 on 27 Sep
  • Email address[email protected]Order
  • Phone number+44 7700 900123Order
  • Customer nameSarah MitchellOrder
  • Order Number1042Order
  • Refund amount£4.99Order
  • Refund notesPostage refunded, parcel lostOrder
  • Payment referencepi_3Q8x…c2LkOrder
  • Refund reasonLost in postPreset

Your preset sets Refund reason for every refund case. Choose it per case in ClickUp if it varies.

Order filled from the order automaticallyPreset set by the category's preset

ClickUp → WooCommerce Pro Beta

Move the task in ClickUp. The order follows.

Status actions let a change in ClickUp do the WooCommerce work. Approve a reshipment and the replacement order appears. Mark it shipped and the customer gets their tracking number.

  1. ClickUp

    Tom approves the reshipment

    To doApproved

    He drags the task to Approved, the same as any other day.

  2. WooCommerce

    Replacement order #1043

    Status Processing
    Total £0.00
    Items same as #1042
    Ship to Leeds LS6 2AB
  3. ClickUp

    Tom ships it

    ApprovedShipped
    Tracking JD 4829 1137 5GB
    Carrier Royal Mail
  4. WooCommerce

    Order #1043 completed

    The tracking number is added and WooCommerce emails the customer. Tom gets a comment on the task to say it's done.

  • Runs once per caseDrag the task back and forth all day. There's only ever one replacement order.
  • Notes who did whatBoth orders get a note naming who moved the task, and the task gets a comment back.
  • Never resends a lost parcel's numberIf the old tracking number is still on the task, it isn't reused on the new order.

On every order

The whole story, right on the order.

Every case linked to an order or its customer, grouped by category, with the live ClickUp status and who's on it. Nobody has to ask "did we ever sort this out?"

  • Live statusesChanges in ClickUp show on the order within seconds.
  • Private order notesOpened, linked, moved: each step is noted on the order for the whole team.
  • Cases on the orders listSee which orders have open cases at a glance, and a customer's full history on their profile.
  • Link tasks you already havePaste a ClickUp link, a task ID or a custom ID like SUP-142.
WooCommerce › Orders
OrderCustomerStatusCases
#1044Aisha KhanProcessing–
#1043Sarah MitchellCompleted1
#1042Sarah MitchellProcessing2
#1041Daniel ReevesCompleted1
Order notes · #1042
  • Replacement order #1043 created: ClickUp case "Parcel lost in transit" moved to Approved by Tom.28 September 2026 at 11:02
  • ClickUp case opened: "Parcel lost in transit" in Reshipment Requests, by Priya.28 September 2026 at 10:14

The details

Built for the way support actually happens.

Your ClickUp templates

Each category can start from a template, keeping its checklists and subtasks. The order details go under its description.

Paste a screenshot

Press Ctrl+V anywhere in the case form. Screenshots and dropped files upload as task attachments.

The right person, every time

Set an assignee per category, so reshipments land with whoever packs the parcels.

Never drops a case

Cases are created in the background. If ClickUp is busy, Upcase waits and tries again, and never creates a case twice.

Staging is free

Staging and local copies of your store unlock everything without using up your licence.

Straight to ClickUp

Order details go from your store to ClickUp directly. Our servers never see your customers' data.

See everything Upcase does

I built Upcase for my own shop. Every lost parcel meant retyping an order into ClickUp, and every reship meant remembering to go back and update WooCommerce. Now it's one click, and the order looks after itself.
James, founder · runs a WooCommerce store with ClickUp as the help desk

Pricing

One price per store, per year.

Every plan starts with a 14-day free trial and includes a year of updates and support.

Standard

Cases on every order, for one store.

£99per year
Start free trial
  • Order panel, case form and categories
  • Custom fields filled from the order
  • Presets, templates and live statuses
Most popular

Pro

For shops where ClickUp runs the day.

£199per year
Start free trial
  • Everything in Standard
  • Status actions: ClickUp updates WooCommerce
  • Email sidebar for Missive and Gmail, when it lands

Agency

Pro on up to 5 stores.

£499per year
Talk to us
  • Everything in Pro
  • Up to 5 live stores
  • Priority support

Prices exclude VAT. Compare plans in detail.

FAQ

Questions, answered.

Anything else? Open a ticket and a real person will reply within one working day.

Do I need custom fields in ClickUp?

No. Cases are linked to orders inside WordPress, so custom fields are optional. If your lists have them, Upcase fills the ones it recognises.

Does it work with HPOS?

Yes. It works with WooCommerce's High-Performance Order Storage and with the older storage, so nothing changes if you switch.

What happens if my licence runs out?

Your store keeps working. Existing cases, links and statuses all stay. You just can't open new cases until you renew.

Which ClickUp plans does it work with?

Any plan. Custom fields and templates follow your ClickUp plan's own limits.

Do you see my customers' data?

No. The plugin runs on your server and talks to ClickUp directly. Our licence server only sees your licence key, your site's address and version numbers for updates.

Can I try it on a staging site?

Yes. Staging and local sites unlock every feature without a licence, so you can test as much as you like before going live.

Give your support team their afternoons back.

Install Upcase, connect ClickUp and open your first case in about five minutes.

Start free trial Read the setup guide