Category: Trello

How to Import Lists Data from Trello into Excel

Getting your Trello Lists data into Excel helps you track your list structures across boards, analyze workflow stages, and manage your task organization. Relying on manual exports means dealing with old information fast.

Coefficient provides a direct link that updates your data live.

This guide will walk you through the steps to easily import your Lists data from Trello into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Trello account.

  • Step 2:

    Step 2. Choose Import from… and select Trello.

  • Step 3:

    Step 3. Select the Lists object and pick the fields you need.

  • Step 4:

    Step 4. Import the data and set up auto-refresh for automatic updates.

Step-by-step guide to importing Trello Lists into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel first.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click on Get Add-ins.
  4. Search for and install “”Coefficient”” from the store.
  5. Launch the Coefficient add-in from the Home or Add-ins tab.
  6. Click “”Import from…”” in the sidebar and locate the Trello connector. Follow the steps to connect your Trello account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Lists data

With your account connected, you can now bring in the data.

  1. In the Coefficient sidebar for Trello, choose to import from an **Object**.
  2. Select the “”Lists”” object from the list provided.
  3. Pick the specific data fields from Lists that you want in your sheet.
  4. Set any filters or sort orders if needed.
  5. Click the “”Import”” button to pull the data into Excel.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Lists data fresh without manual updates.

  1. After importing, find your import in the Coefficient sidebar next to the “”Refresh”” button.
  2. Click the settings icon next to Refresh.
  3. Select “”Schedule”” to set up automatic updates.
  4. Choose the frequency (like daily or hourly) and a time for the refresh to happen.
  5. Save your schedule. Your Lists data will update automatically.
Auto_refresh options for imported data with daily, hourly, and weekly scheduling.

Available Trello Objects

  • Lists
  • Boards
  • Workspaces

How to Import Workspaces Data from Trello into Excel

Bringing your Trello Workspaces data into Excel helps you manage your workspaces, track their settings, and get an overview of your Trello setup. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you the steps to easily import your Workspaces data from Trello into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Trello account.

  • Step 2:

    Step 2. Choose the Trello connector from the Import from… options.

  • Step 3:

    Step 3. Select the Workspaces object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Trello Workspaces into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
  6. Click “”Import from…”” and find the Trello connector. You will be guided through connecting your Trello account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Workspaces data

Now you can pull your Workspaces data into Excel.

  1. In the Coefficient sidebar for Trello, select to import from an **Object**.
  2. Choose the “”Workspaces”” object from the list.
  3. Select the specific data fields related to your Workspaces that you need in Excel.
  4. Apply any filters or sorting if required.
  5. Click the “”Import”” button to bring the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Workspaces data current without manual updates.

  1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
  2. Click the settings icon for refresh options.
  3. Select “”Schedule”” to set up automated updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
  5. Save your schedule. Your Workspaces data will now update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Trello Objects

  • Lists
  • Boards
  • Workspaces