How to Import Cards in Board Data from Trello into Excel

Accessing your Trello Cards in Board data in Excel helps you track task progress, analyze project boards, and manage your workflow. Manually exporting this data is slow and quickly becomes outdated.

Using Coefficient creates a live link that automatically refreshes.

This guide shows you how to easily get your Cards in Board data from Trello right into Excel.

Step-by-step guide to importing Trello Cards in Board into Excel

Step 1: Install and connect Coefficient

First, you need to get Coefficient for Excel.

1. Open Excel.
2. Go to the Insert tab.
3. Click on Get Add-ins.
4. Search for “”Coefficient”” and install it from the Office Add-ins store.
5. Once installed, open the Coefficient add-in from the Home tab or the Add-ins tab.
6. In the Coefficient sidebar, click “”Import from…”” and find the Trello connector. You’ll be guided to log in and connect your Trello account.

Step 2: Import the Cards in Board data

Now that you’re connected, let’s get the data.

1. In the Coefficient sidebar, with Trello selected, choose to import from an **Object**.
2. Find and select the “”Cards in Board”” object from the list.
3. Choose the specific fields you want to bring into Excel.
4. Apply any filters or sorting needed for your data.
5. Click the “”Import”” button.

Step 3: Set up auto-refresh (Optional)

Keep your Cards in Board data current without manual effort.

1. After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
2. Click the refresh options icon (usually a small clock or settings gear).
3. Choose “”Schedule”” to set up automatic refreshes.
4. Select how often you want the data to update (e.g., daily, hourly) and pick a time.
5. Save your schedule. Your Cards in Board data will now update on its own.