How to Connect Trello to Excel

Last Modified: May 15, 2024 - 4 min read

Julian Alvarado

Trello is a versatile project management tool that helps teams organize tasks, collaborate on projects, and optimize workflows. By connecting Trello to Microsoft Excel using Coefficient, you can seamlessly import your Trello data for further analysis, reporting, and visualization.

This tutorial will walk you through the process of setting up the integration and fetching your Trello data into Excel.

Prefer video? Watch the tutorial here!

Advantages of using Excel to Analyze Trello Data

  • Gain Comprehensive Insights: Consolidate your Trello data with information from other sources in Excel to gain a holistic view of your projects, tasks, and team performance.
  • Streamline Data Management: Coefficient automates the process of importing and updating your Trello data in Excel, saving you time and ensuring your analyses are always based on the latest information.
  • Foster Team Collaboration: Share your Trello data with team members in Excel and collaborate on project analysis, enabling your team to identify and resolve issues efficiently.

Tutorial: Connecting Trello to Excel Using Coefficient

Step 1: Install Coefficient in Excel

Before we get started, you’ll need to install Coefficient in Excel. Don’t worry, it’s a fast and straightforward process that you only need to do once. Follow these simple steps to get started:

Open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

The Insert tab in Excel with the Get Add-ins button highlighted.

Type “Coefficient” in the search bar and click  ‘Add.’

The Office Add-ins dialog with Coefficient searched and the app highlighted.

A pop-up will open up. Follow the prompts to complete the installation.

The Add button highlighted for installing Coefficient in Excel.

Once finished, you will see a “Coefficient” tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

The Coefficient sidebar visible in a Microsoft Excel workbook.

With Coefficient installed, you’re now ready to import your Trello data into Excel. Let’s walk through the process step by step:

Step 2: Connect Trello as a Data Source in Coefficient

Click ‘Import from…’ from the Coefficient menu.

Accessing the 'Import from...' option in the Coefficient menu in Microsoft Excel.

Navigate down the menu to find Paymo. Click ‘Connect.’

Selecting Trello from the dropdown menu and clicking 'Connect' in Microsoft Excel.

You’ll need your API token to continue. Select ‘Click here’ to grab it.

The link to fetch the Trello token in the Coefficient sidebar in Excel.

Click ‘Allow’ to grant Coefficient access to your Trello account.

The Allow button in the Trello authorization window.

Copy the generated token.

The Trello token copied before pasting into Excel.

Paste your API token into Coefficient and click ‘Connect.’

Pasting trello’s access token into coefficient

Step 3: Fetch Trello Data

Click ‘Start from Scratch.’

The Start from Scratch button in the Coefficient sidebar for Trello in Excel.

To Fetch Trello Workspaces Data:

Select ‘Get Workspaces’ to continue.

he Get Workspaces endpoint in the Coefficient sidebar for Trello in Excel.

Adjust the import settings and click ‘Import’ to fetch the list of Trello workspaces.

The Import button for fetching Trello workspaces in the Coefficient sidebar in Excel.

      ALT TEXT: The Import button for fetching Trello workspaces in the Coefficient sidebar in Excel.

      FILE NAME: import-button-trello-workspaces-coefficient-excel

Review the imported workspace data in your Excel workbook.

2. Fetch Trello Boards

To Fetch Trello Boards Data:

Select the ‘Get Boards’ endpoint in the Import Preview menu.

Navigate to your workspace in Trellow and copy the workspace ID from the Trello URL.

The Get Boards endpoint in the Coefficient sidebar for Trello.

Paste the workspace ID into the required field in Coefficient.

The workspace ID pasted into the Coefficient sidebar for fetching Trello boards in Excel.

Click ‘Preview’ to continue. Customize your import by toggling any of the fields o nthe left-hand side of your menu.

Trello boards data in the import preview menu

Click ‘Import’ to fetch the list of Trello boards within the specified workspace.

Review the imported board data in your Excel workbook

To Fetch Trello Cards Data:

Select the ‘Cards in a Board’ endpoint from the preview import window.

Copy the board ID from the Trello URL and paste it into the required field in Coefficient.

The Cards in a Board endpoint in the Coefficient sidebar for Trello in Excel.

Click ‘Import’ to fetch the list of Trello cards within the specified board.

The Import button for fetching Trello cards in the Coefficient sidebar in Excel.

Review the imported card data in your Google Sheets spreadsheet.

Tips and Tricks: Analyzing Trello Data in Excel

  • Visualize Your Data: Leverage Excel’s built-in charts and formatting options or Coefficient’s pre-built templates to create interactive dashboards that provide a clear overview of your Trello data.
  • Keep Data Up-to-Date: Set up automatic data refreshes with Coefficient to ensure your Trello data in Excel is always current, providing a reliable foundation for your analyses and reports.
  • Stay Informed with Alerts: Use Coefficient to configure alert notifications sent to Slack or email when specific conditions are met, helping you stay on top of critical issues without constantly monitoring your sheets.

Connect Trello to Excel in Seconds with Coefficient

Connecting Trello to Microsoft Excel using Coefficient streamlines the process of importing and analyzing your Trello data.

By following this step-by-step tutorial, you can easily fetch your Trello workspaces, boards, and cards into an Excel workbook. This allows you to leverage the power of Excel for custom reporting, data analysis, and visualization.

Get started with Coefficient today to supercharge your Trello data management and take your project management to new heights.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.