Google Sheets to Trello: 2 Easy Steps
Google Sheets helps make your data pop with colorful graphs and charts. With features like built-in formulas, conditional formatting options, and pivot tables, you can save time and simplify common spreadsheet tasks for free. It also allows you to get a headstart with a vast variety of schedules, budgets, and other pre-built spreadsheets — all designed to make your work all the better, while making your life much easier.
Table of Contents
Trello is well-known as a Kanban-style, Web-based, List-making application developed by Atlassian. It allows you to bring the power of a visual perspective to your team, helping them better organize their tasks and enhancing productivity.
This blog talks about the different features and benefits of Trello and Google Sheets before talking about the different steps involved in connecting Google Sheets to Trello.
Table of Contents
- Introduction to Google Sheets
- Introduction to Trello
- Steps to Connect Google Sheets to Trello using Smart Import Power Up
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.
Google Sheets gives you the option to choose from a vast variety of Schedules, Budgets, and other Pre-made Spreadsheets that are designed to make your work that much better and your life easier.
Here are a few key features of Google Sheets:
- In Google Sheets, all your changes are saved automatically as you type. You can use revision history to see old versions of the same Spreadsheet. It is sorted by the people who made the change along with the date and time of change.
- It also allows you to get instant insights with its Explore panel. It allows you to get an overview of data from a selection of pre-populated charts to informative summaries to choose from. The Explore panel also provides a list of suggested graphs that are representative of the data entered in the Spreadsheet. You can pick from Pie Charts, Pivot Tables, and Bar Charts.
- Google Sheets allows everyone to work together in the same spreadsheet at the same time. Google Sheets also allows you to discuss edits with other collaborators through its sidebar chat feature. You can make these changes in real-time and make suggestions on certain changes.
- You can create, access, and edit your spreadsheets wherever you go — from your tablet, phone, or computer. Google Sheets also supports offline editing allowing users to edit the Spreadsheet without having to connect with the Internet, either on their mobile apps or desktops.
- Google Sheets also allows you to support multiple spreadsheet file types and file formats. Any user can edit, open, export, or save document files and spreadsheets into Google Sheets. Some of the formats that can be viewed and converted to Google Sheets like XLSX, XLS, XLT, ODS, CSV, TSV, and many more.
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.
Irrespective of whether you and your team are starting something new or attempting to get more organized with your existing work, Trello can adapt to any project seamlessly. This can help you standardize and simplify your team’s work process in an intuitive way.
Here are a few key benefits of Trello that make it an indispensable tool:
- Simplified Editing: Trello focuses on keeping your project management organized, which is why it makes sure you can edit task lists inline, using the simplest possible drag-and-drop mechanism. These lists are customizable, therefore, you can exclusively follow metrics useful to you, and use the automated notifications to stay on track with all alterations and changes.
- Reasonable Timeframes: You can make use of Trello’s Power-up calendar to prioritize tasks with a shorter deadline, assign operations last-minute, and show them depending on their status. You can also trigger the iCal feed from your current calendar app, and import tasks that have already been assigned.
- Well-Organized Card and Board System: Trello offers a user-friendly Workflow Organization method, evident from their unique Card and Board system for comprehensive views. There is minimal risk for confusion with a board assigned for each project, and a card assigned for each task. This is because all the assignments are in order and can be easily tracked with specific performance lists.
- Integrations: Trello works with various public developer APIs that allow you to connect with every third-party extension, plugin, app, or system.
- Robust Security: The Trello system is designed to comply with the highest security standards. It uses a bank-level encryption mechanism to ensure that your data will never fall into the wrong hands. As an admin, you will be allowed to set permissions and decide if boards are private, accessed only by authorized individuals.
- Searchable Database: Trello ensures that all relevant discussions and corporate data will be stored in the system for further usage. Apart from this, it also ensures that it will be backed up against eventual failure or breach. There are various searching filters and labels available to help you locate the desired file in no time flat.
- Collaboration: By using Trello, you can allow your entire team to participate in important discussions such as one-to-one chat sessions or group meetings and commenting on individual assignments and tasks. With Trello, you can also share files of all formats, notes, and diatribes. It also allows you to upload files straight from your Google Drive, Box, or Dropbox account.
The next section talks about establishing Trello Google Sheets connection in 2 simple steps. This method involves first converting a Google Sheets Spreadsheet into a CSV file and then loading it to Trello with a power-up recently developed for Trello.
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Steps to Connect Google Sheets to Trello using Smart Import Power Up
Here are the steps involved in establishing a connection from Google Sheets to Trello:
- Google Sheets to Trello Integration: Export Google Sheets as a CSV
- Google Sheets to Trello Integration: Moving Cards into Your Boards from CSV Files
Google Sheets to Trello Integration: 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.
Google Sheets to Trello Integration: 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.
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.
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