How to Create Trello Cards from New Rows in Microsoft Excel Using Pabbly Connect

Learn how to automate creating Trello cards from new rows in Microsoft Excel using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Trello cards from new rows in Microsoft Excel, the first step is to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section.

Once there, sign up for a free account if you don’t have one, or log in to your existing account. After signing in, you will reach the dashboard where you can start creating your automation workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Microsoft Excel to Trello Integration.’ This name will help you identify the workflow later.

Next, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that will start the automation, while the action window is where you define what happens next.

• Click on ‘Access Now’ under Pabbly Connect.
• Select the trigger app as ‘Microsoft Excel’.
• Choose the trigger event ‘New Row in Worksheet’.

After selecting these options, click on ‘Connect’ to link your Microsoft Excel account with Pabbly Connect.

3. Connecting Microsoft Excel to Pabbly Connect

To connect Microsoft Excel, select ‘Add New Connection’ and click on the button labeled ‘Connect with Microsoft Excel’. You will be prompted to authorize Pabbly Connect to access your Excel account. using Pabbly Connect

Once connected, select the workbook you wish to use. For this tutorial, we will use a workbook named ‘Ongoing Team Project’. Choose the worksheet from this workbook, typically named ‘Sheet1’. After selecting, click on ‘Save and Send Test Request’ to capture the data from the first row.

• Ensure your Excel sheet has the necessary columns for project details.
• Add a new project row to test the integration.
• Verify that the data is successfully received in Pabbly Connect.

After the test request, you should see the details of the new row captured in Pabbly Connect, confirming that the integration is working correctly.

4. Setting Up Trello as the Action App

Now that we have our trigger set up with Microsoft Excel, it’s time to configure Trello as the action app. In the action window, search for ‘Trello’ and select it as your action app. using Pabbly Connect

Choose the action event ‘Create a Card’. Click on ‘Connect’ and select ‘Add New Connection’. You will need your Trello API Key and Token to establish this connection. Follow the prompts to retrieve these from your Trello account and paste them into Pabbly Connect.

Log into your Trello account and obtain your API Key. Generate a Token from the Trello developer page. Paste the API Key and Token back in Pabbly Connect.

Once connected, select the Trello board where you want the new cards to be created, and choose the list where the cards will be added.

5. Mapping Data and Testing the Integration

With Trello connected, you need to map the data received from Microsoft Excel into Trello fields. This includes the card name, description, and due date. Use the mapping feature in Pabbly Connect to pull in the relevant data from the Excel trigger.

For example, map the project name as the card name, the project description as the card description, and the due date accordingly. After mapping all required fields, click on ‘Save and Send Test Request’ to create a test card in Trello.

Ensure all fields are mapped correctly to avoid errors. Check Trello to confirm that the card has been created successfully. Repeat the process for additional rows in Excel to create more cards.

Once you confirm the card creation in Trello, your automation is successfully set up. Now, every new row added in Microsoft Excel will automatically create a corresponding card in Trello using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Trello cards from new rows in Microsoft Excel. By following the steps outlined, you can streamline your project management workflow and enhance productivity.

Utilizing Pabbly Connect for this integration allows you to efficiently manage tasks and projects, ensuring that your Trello board is always up-to-date with the latest information from your Excel sheets.