Trello
Google Sheets + Trello Integration
Query from Trello into Google Sheets or Post data from Google Sheets into Trello
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, PayPal, etc.
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.
What is Trello?
Trello is a terrific tool for project management and task management. The visual Kanban boards are flexible, shareable, and let you pack a ton of detail into each card. But Trello isn't just for work. You can use it to organize just about anything, perhaps your entire life
Trello to Google Sheets: Use Case(s)
> Pull data from Trello objects and store it into a spreadsheet - Query
> Post data from Google Sheets into Trello - Post
Trello
Sheet Director
Google Sheets
Demo Video: How to integrate Google Sheets & Trello?
Setting up Trello in Sheet Director
Choose App and Service:
Select Trello from the list of applications.
Select service as Query.
Trello Configuration
Click on connect to Trello to connect to Trello so that you can pull data.
If Trello is connected successfully the following screen appears.
Select the required Board
Select the required Fields.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet
Click save to save the service
Google Sheet to Trello - Post
Entity
Select the entity object that you need to post to
Apply Template
If you need a demo template sheet to be added click on Apply Template.
Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell value
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)
Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet
Mapping
After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields
Click on execute will ask for confirmation
Click save to save the service
It will show number of records ready to post.
Click post now to post the records on Trello.
Sample Output
It will show the counts of number of records posted successfully and failed to post.
Synchronize - Trello and Google Sheets
Select service as Synchronize.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Trello.
Conflict Resolution:
When Synchronization happens, there could be a data conflict between Google Sheets and Trello.
Trello Wins
Google Sheet Wins
Trello Wins: Latest data from Trello will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Trello.
Note: The primary requirement in synchronization is the synchronize keys. If any of the keys does not have a value in the Google Sheet, Sheet Director will create it first and then the service will be executed.
Trello Wins
Select Trello wins under Synchronize Settings
Here the Trello Board name is updated from "Personal Improvements and tracking" to "Personal Improvements, Progress and tracking", and on execution, this data will be updated in Google Sheets.
Synchronize with Sheet Settings
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the + button to add the result header on your sheet(A result column will be created in Spreadsheet)
Click Execute to execute the data.
The number of records that are found in the Trello is not present in the Sheet.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated in Trello will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
After clicking on Sync Now, you will see the Status of the Synchronization
Click on Close to close the Execution control panel.
Sample Output
The Status column in the Google Sheets shows the status of the data.
You can also see the updated data in the Google Sheets.
All the missing records from Trello are now updated in Google Sheets.
Google Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheets will be updated in Trello.
Synchronize with Sheet Settings
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the + button to add the result header on your sheet(A result column will be created in Spreadsheet)
Click Execute to execute the data.
The number of records that are found in the Trello is not present in the Sheet.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be added to Trello
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
Sample Output
In this sample, we are trying to change the name of a specific Trello board from "Personal Improvements, Progress and tracking" to "My Personal Improvements, Progress and Tracking" through Google Sheets
The Status column in the Google Sheets shows the status of the data.
You can also see the updated data in the Trello
