Как из трелло экспортировать карточки в excel
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Как из трелло экспортировать карточки в excel

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Перенос данных из Trello

Имеется прикладная ситуация.
Есть небольшой проект, координация по которому выполняется через Trello. И в Trello этой координация себя чувствует достаточно уютно, но, увы, тесно по ряду причин (хотя бы из-за отсутствия в Trello понятий персонализации задач, кроме «участник»). Есть желание попробовать перенести процесс в Планфикс. К сожалению, я не уверен заранее, что коллеги в конечном счёте отнесутся к варианту позитивно, т.к. привычка к Trello штука сильная, при всех его минусах.
Проект не настолько большой, чтобы без полностью автоматического переноса было тяжко, но и не настолько маленький, чтобы ради пробы было желание переносить всё вручную.
Достаточно было бы пакетного занесения карточек из выбранного списка Trello в виде задач в выбранный проект в Планфиксе, с их названиями, описаниями, чеклистами и дедлайнами.
Персонализация (исполнители и пр.) может быть расставлена вручную потом, но было бы здорово, чтобы список участников из Trello в простом текстовом виде был внесен в описание или комментарий к задачам, для справки. Комментарии можно не переносить, но лучше бы тоже включить в виде простого текста в описание или комментарии к задаче. Вложения и всё прочее можно не переносить.

Есть ли какие-то пути устроить подобный перенос?

Кирилл Панькин Сообщения: 248 Зарегистрирован: 30.03.2016 16:58

Разобрался сам: расширение Export for Trello для Сhrome -> экспорт доски в файл XLSX -> Excel -> файл CSV -> импорт в Планфикс.
Экспортируются названия списков, названия карточек, описания, дедлайны, инициалы исполнителей, названия цветных меток и ещё по мелочи. Чеклисты и комментарии не экспортируются. Название списка при импорте можно превращать в надзадачу.

How to Export Your Trello Boards to Excel (2 Methods)

Logos for Excel and Trello, representing how top export Trello to Excel.

Trello is a great platform for running all sorts of projects, from a grocery run to a company merger. When your Trello workflows are running smoothly, cards snap from “to-do” to “done” lightning-quick. But Trello isn’t necessarily the best tool for all stages of your project management workflows. When it’s time to report on what’s going on in Trello, a board isn’t going to cut it. That’s where a spreadsheet from a tool like Excel comes into play.

So is it possible to export Trello cards to an Excel spreadsheet? Not only can you do it, but there’s also more than one way it can be done. Let’s dive in.

First method: exporting Trello boards as a CSV

Did you know that, as long as you have a premium account, you can export any Trello board as a CSV file? You can then import that file into Excel and your spreadsheet will be automatically populated with data from your Trello cards. Here’s how you do it.

Start by going to the board you want to export.

A screenshot of a Trello board.

Click Show menu.

Another screenshot of the same Trello board.

With the menu open, click More.

A screenshot of Trello

Click Print and export.

A screenshot of Trello

And, finally, click on Export as CSV.

A screenshot of settings allowing the user to export Trello to Excel.

You’ll notice that Export as CSV is greyed out in the above screenshot. That’s because you need a paid Trello account to export your boards this way. But as long as you have access to it, this feature will let you export your Trello boards to something Excel can understand.

Limitations of this method

Seems like this is a pretty way to export Trello cards to Excel, right? But is it the right one for your workflow? Not if any of these limitations is a dealbreaker for you:

  • It’s one-way: If you only ever need to export Trello cards into Excel, than this might work. But let’s say you want to correct a mistake you only spotted once it was in Excel. Well, you can’t change it without going back into your Trello board.
  • It’s manual: Each time you want to bring your Trello cards into Excel, you have to manually export them. That’s fine if you’re only creating reports once in a while, but it can turn into a huge timesink quickly.
  • You need premium: If you’re not paying for a Trello account, this option just isn’t available to you.

If you have a bunch of time on your hands to manually export Trello cards every time someone needs an update in Excel — and you have Trello Premium — this solution might work for you.

But what if there’s a better way?

Second method: export Trello cards to Excel with Unito

Unito is a no-code workflow management solution with some of the deepest two-way integrations for some of the most popular project management and spreadsheet tools on the market, like Trello, Asana, Google Sheets, Microsoft Excel, and more. With a Unito flow, you can automatically sync Trello cards to Excel, where they’ll be turned into spreadsheet rows. Then, whenever there’s an update in one of these cards, you’ll get that update in Excel, too.

How to export Trello cards to Excel with Unito

If you’re familiar with Unito, you can export Trello cards to Excel using Unito in just a few steps highlighted below. Otherwise we recommend following the guide linked above.

  1. Start by connecting your tools and picking the Excel spreadsheet and Trello board you want to connect.Connecting tools to Unito, the first step to export Trello to Excel.
  2. After that, you can set up your rules to filter out Trello cards you don’t want synced over to Excel.Building rules in Unito, the second step to export Trello to Excel.
  3. Now you can map Trello fields to columns in Excel. Unito can map these automatically for you if they’re similar enough. Otherwise, you just need to click on +Add mapping and find the fields you want to map.Adding mappings in Unito, the third step to export Trello to Excel.
  4. And that’s it! Now all you need to do is launch your flow and watch it automatically export your Trello cards to Excel.

Written by

A picture of Nicholas Bouchard, Unito's Content Marketer, standing proudly in nature.

Nicholas Bouchard

Content Writer

Nick has worked as a marketer for growing tech teams for nearly five years. He has extensive experience with Asana, Trello, ClickUp, Google Sheets, HubSpot, Intercom, Mailchimp, and more. Nick often serves as an improvised project manager for Unito’s marketing team, and Asana is his weapon of choice. When he’s not writing for the Unito blog, Nick is either working on his latest novel or obsessing over building a self-sustaining homestead in an undisclosed location.

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Интеграции Trello для работы с аналитикой и отчетами

С помощью улучшений Power-Up можно голосовать, отслеживать работу, прикреплять файлы, делиться наработками и выполнять множество других задач прямо на досках Trello.

Создавайте интеграции, чтобы предоставить миллионам пользователей доступ к вашим приложениями прямо в Trello.

Ниже перечислены доступные фильтры.

  • Все интеграции
  • Автоматизация
  • Анализ и отчетность
  • Инструменты разработки
  • Информационные технологии и управление проектами
  • Маркетинг и социальные сети
  • Общение и совместная работа
  • Продажи и поддержка
  • Продукт и дизайн
  • Управление персоналом и операционная деятельность
  • Управление файлами
  • Утилиты доски

С помощью улучшений Power-Up можно голосовать, отслеживать работу, прикреплять файлы, делиться наработками и выполнять множество других задач прямо на досках Trello.

Создавайте интеграции, чтобы предоставить миллионам пользователей доступ к вашим приложениями прямо в Trello.

Easily export Trello boards, cards, and more

A headshot of Dan Ivory

Exporting Trello boards and cards is a breeze with Board Export for Trello. Take control of your Trello data today!

Why export data from Trello?

Most of the time you’re happy to use Trello inside Trello. However there are occasions when you might want to export your Trello data and information to another format.

  • Further analysis in an Excel/ Google Sheets spreadsheet
  • Importing Trello data into another system (eg a CRM system)
  • Keeping a second copy of your Trello board in order to gain peace of mind against Trello “disappearing” or going offline.
  • Sharing your Trello board/data with other stakeholders who are not using Trello
  • and more!

Whatever your need is, we can help you quickly and easily get your data out of Trello.

What formats can you export Trello to?

Some formats are better suited than others depending on the situation. To help you find the right export method for your needs, here is a breakdown of the export formats you can use currently:

  • Excel — For use in Microsoft Excel
  • CSV — For use in other spreadsheet tools eg Apple’s Numbers, or for entering into another application
  • PDF — a popular and print-ready visual format with rich features
  • Image (eg .png or .jpeg) — a standard image file
  • JSON — often used for development purposes or for inputting data into another system.

How to export data from Trello

What tool to use?

To export data to CSV or JSON from Trello, you can use Trello’s built-in export functionality. However, this is limited to those with premium Trello accounts (Business Class and above).

If you are not on Business Class or need a more powerful export tool, then we’d recommend our Power-Up Board Export for Trello.

Board Export allows you to export to

  • CSV
  • Excel
  • PDF
  • Image (.png)

It also supports nearly all Trello fields, including:

  • Spreadsheet as CSV and Excel (xlsx) — includes card ID, name, description, list name, members, labels, due date, URL, address (map), attachments, all custom fields, checklists and advanced checklists (including due dates and assigned members), comments, activity logs, checklist items total, checklist items completed, votes, last activity date, list ID, board ID and board name.

A Trello board exported to an Excel spreadsheet

  • PDF — includes card name, description, list name, members, labels, due date, checklists and advanced checklists (including due dates and assigned members) and comments.

A PDF export of a Trello card, including a checklist, labels, members, and the due date

  • Image as PNG — includes card names and lists.

A Trello board exported as a PNG image

Customise your Trello export

Another notable feature is the ability to pre-select what fields you’d like to export prior to starting the export. This will save you a lot of time removing data you do not need/care about.

Take a look at this gif to see this in action

A screenshot of the Board Export window with options for export types

This is where you can select the export type and what fields to export

How to export using Board Export for Trello

1. Head to the Board Export product page on the Trello Marketplace. Enable Board Export Power-Up for your board by clicking the green “Add Power-Up” button, then authorise it to work on your board and ensure you have a valid license.

A screenshot of the Board Export product page on the Trello marketplace

2. Next, open Board Export by clicking on the board button at the top of your board.

A screenshot of a Trello board with an arrow pointing to the Board Export button

3. Then select the lists you wish to export.

A screenshot showing potential Trello lists to export

4. Choose the type of export you want to use (Excel, CSV, PDF or image).

A screenshot showing the filetype options when exporting a Trello board

5. Now you can select the fields you want to export or not.

A screenshot of the different fields that can be included when exporting a Trello board

6. Finally, press “Export”.

A close-up of the Export button in the Board Export for Trello Power-Up

7. Then open your export file from your downloads folder.

It’s as easy as that! You now have your Trello data in a different format, ready for use in any way you like!

Get Started

If you’re new to Board Export, you can add it to your Trello board via the link below and start a 14-day free trial.

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