How to Import Boards Data from Trello into Excel

Bringing your Trello Boards data into Excel helps you manage your project boards, track their settings, and get an overview of your projects. 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 Boards data from Trello into Excel.

Step-by-step guide to importing Trello Boards 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.

Step 2: Import the Boards data

Now you can pull your Boards data into Excel.

1. In the Coefficient sidebar for Trello, select to import from an **Object**.
2. Choose the “”Boards”” object from the list.
3. Select the specific data fields related to your Boards 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.

Step 3: Set up auto-refresh (Optional)

Keep your Boards 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 Boards data will now update automatically.