In this section, we will look at how you can integrate MS Excel with Trello and use the data in MS Excel to create cards in Trello automatically.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link MS Excel with Pabbly Connect to capture the data, then link Pabbly Connect with Trello and create cards in Trello, using the same data.
Steps to Automatically Create Trello Cards using MS Excel Data
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Microsoft Excel and Pabbly Connect
3. Setup Trello as the Action App to Create Cards
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Microsoft Excel and Pabbly Connect
We will now look at the steps to establish a link between Microsoft Excel and Pabbly Connect. This will help us to fetch the data from MS Excel.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Microsoft Excel.
Choose ‘Microsoft Excel’ as the Trigger App, select ‘New Row in Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect MS Excel Account
To connect with your MS Excel account, select ‘Add New Connection’ and click on connect with ‘Microsoft Excel’. Also, grant the authorization.
Select the Workbook and Worksheet, in which you enter the data, and click on ‘Save & Send Test Request’.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
We have established a link between Microsoft Excel and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in Excel.
Step 3:- Setup Trello as the Action App to Create Cards
Action allows us to choose the application that will get executed by the workflow trigger.
Since we want to use Excel data to add cards in Trello, it will be our Action App.
A. Action App
Choose ‘Trello’ as the Action App, select ‘Create a Card (With Plain Text type Description)’ as an Action Event, and click on ‘Connect’.
B. Connect Trello Account
To connect with your Trello account, select ‘Add New Connection’. You will be asked to enter your Username, API Key, and Token. To find these details, log in to your Trello account, and click the ‘here’ button.
Copy the API Key, paste it into its given field, and click on ‘Token’.
Copy the Username, paste it into its given field, scroll down and click on ‘Allow’.
Copy the Token, paste it into its given field, and click on ‘Save’.
Select the Board and List where you want to create cards.
C. Map Necessary Fields
Since we have already captured the data from MS Excel, all we need is to map it from above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Name of your card from the step above.
Similarly, map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, a card will be created in your Trello account.
Our automation is complete. We have successfully integrated MS Excel with Trello. Now each time you enter the data in MS Excel, a card containing the same data will be automatically created in your Trello account.
You can copy and use the entire workflow through this link.
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