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

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.