Trello Google Sheets Integration

Take a few simple steps to simplify analysis and share insights with stakeholders. Follow these straightforward instructions to set up the Trello Google Sheets integration and automate the data flow.

Step 1: Collect data
Start by linking your Trello account with Coupler.io and authorize access to your data. Once connected, choose the specific data you want to export from Trello, such as:

• Board Cards: Overview tasks, focusing on aspects like card titles, descriptions, due dates, and assigned members.
• Card Updates: Track any changes, for instance, status updates, comments, and modifications to due dates.
• Checklist Items: Export individual checklist items to monitor task progress within each card.

Choosing the right data categories ensures you get all the info for your reports. Proceed to the stage where you can organize and transform it.

Step 2: Organize data
Next, organize and refine your Trello data. Coupler.io provides robust data management features to prepare your data for analysis. Here's what you can do:

• Data Preview: Review collected data and understand its structure as well as content before making changes.
• Filter Data: Use filters to find tasks by due date or assigned member.
• Sort Data: Arrange your data logically, such as sorting tasks by priority or deadline.
• Rename Columns: Customize column names to show their content. This change makes reports more readable.
• Adjust Column Order: Reorder columns to match your preferred layout for easier analysis.
• Add Custom Columns: New columns and custom formulas enhance your dataset. You can use them to calculate more metrics or KPIs.

This step lets you ensure the data is ready for analysis before reaching Google Sheets.

Step 3: Load and automate
Connect your Google Sheets account to Coupler.io. Follow these instructions:

• Select a Spreadsheet: Choose the file from your Google Drive where the system will load the data.
• Choose a Sheet: Pick an existing sheet or create a new one by entering a new sheet name.

Optionally, Coupler.io provides these manipulations:

• Change cell range: Define the initial cell or a range for the exported data.
• Modify import mode: Change the import settings as needed. Coupler.io updates data on each run by default, but you can disable this feature.

Finally, set up an automatic data refresh schedule and run your importer. This keeps your data up to date without manual work. And it allows for ongoing analysis and reporting.

Coupler.io has an automatic data refresh feature. It ensures your Trello data stays up-to-date without any manual work. This means your reports always show the newest information.

You can set a refresh interval that suits your needs. It can be every month, day, hour, 30 minutes, or even 15 minutes. The refresh schedule parameters also include the days of the week, time, and time zone. This customization level ensures that your data updates align with your workflow, which keeps your reports accurate and timely. Connect Trello to Google Sheets today and focus on strategy, not manual data updates.