Connect Google Sheets to Trello and automate any workflow: 2 Easy Steps

Enhance your data with colorful graphs and charts, and save time with built-in formulas, conditional formatting, and pivot tables. Get a head start with pre-built spreadsheets for schedules, budgets, and more, simplifying your tasks and making your life easier.

Utilize this Kanban-style, web-based list-making application by Atlassian to visually organize your team’s tasks, improving productivity and organization.

Explore the features and benefits of Trello and Google Sheets, followed by step-by-step instructions on how to connect Google Sheets to Trello.

Introduction to Google Sheets

Google Sheets is a Spreadsheet program, offered by Google as a part of their Google Docs Editor suite. This suite also includes Google Drawings, Google Slides, Google Forms, Google Docs, Google Keep, and Google Sites.

Introduction to Trello

Trello has etched a name for itself in the market as a collaboration tool that can organize your projects into boards. Trello lets you know who’s working on what, what stage a task is in a process, and what’s being worked on in a single glance.

Steps to Connect Google Sheets to Trello using Smart Import Power Up

1. Export Google Sheets as a CSV
2. Moving Cards into Your Boards from CSV Files

1. Export Google Sheets as a CSV

A Google Sheets spreadsheet can be exported in multiple formats such as PDF, HTML, Text, and CSV. 

• Step 1: To begin the Google Sheets to Trello set-up process, you first need to export your data as a CSV file from Google Sheets.
  • To do this, select File > Download followed by choosing a file type.
  • Here the file type would be Comma-separated values (.csv, current sheet).

• Step 2: Next, you can either choose to open or save to finish this step of connecting Google Sheets to Trello.

2. Moving Cards into Your Boards from CSV Files

• Step 1: In this step of connecting Google Sheets to Trello, You can now import data from Excel and CSV files by using the Smart Import Power-up developed by Codeshine for Trello.
  • Apart from enabling imports from CSV and Excel files it also allows you to review the cards before adding them, importing data into custom fields, choosing where imported cards should be added, and mapping card fields with source file columns.

• Step 2: Custom Fields can be enabled by opening the Board Menu on the right side of the page and choosing the Power-Ups menu option.
  • You can find the Custom Fields under the Board Utilities category in the Power-Ups directory.
  • Once the Power-Up is enabled for the board, you can click on the Custom Fields button on the back of a card to add a new field.
  • Type specifies the type of input that can be entered for the field. You can choose from “Dropdown”, “Number”, “Text”, “Checkbox”, or “Date”.
  • Name is the name of the field. The upper limit for a field name is 25 characters in length. Apart from this, you can also leverage the Trello API to ensure full programmatic control over the import process.

Conclusion

• This blog talks about the different features and benefits of Trello and Google Sheets before talking about the different steps involved to connect Google Sheets to Trello. 
• Extracting complex data from a diverse set of data sources can be a challenging task and this is where Hevo saves the day!