How to integrate Trello with Microsoft Excel to add a record in Microsoft Excel when a card is registered in Trello

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

What kind of apps do you use for work?
In recent years, there has been an increase in apps specialized for various tasks, so many people may be using different apps for different tasks.
But don't you sometimes wish the apps could integrate a bit more with each other?
In this blog, we will introduce a method to automatically add records to Microsoft Excel when a card is registered in Trello.
Even if you don't have programming knowledge, we will explain how to easily set it up using no-code tools, so please take a look!

Benefits of Integrating Trello and Microsoft Excel

Benefit 1: Reduction of Manual Work and Error Prevention

By setting up this integration, it becomes possible to automatically add records to Excel every time a card is registered.
Manually transferring Trello data to Excel is time-consuming, and human processes are prone to errors such as duplication or omission.
However, automation can improve data accuracy and significantly enhance work efficiency.
This automation is particularly effective for companies with many tasks where data entry errors are not permissible.

Benefit 2: Integration of Task Management and Data Analysis

By integrating Trello, which excels in task management, with Microsoft Excel, which is strong in data analysis, it becomes possible to automatically aggregate and analyze the progress and completion status of tasks managed in Trello using Excel.
For example, project managers can grasp the progress of each task in real-time, optimizing resources and ensuring smooth progress in schedule adjustments.

Integrate Trello and Microsoft Excel with Yoom

However, integrating apps often requires initial setup and system familiarity, which can be a bit daunting.
But with Yoom, you can easily integrate apps without code!
What are the benefits of using Yoom for integration?

Easy Setup

Yoom is designed to be intuitive to operate, so you can easily set it up even without programming knowledge.
Even if you're not an engineer, you can challenge app integration!
Yoom also offers a variety of templates.
By copying a template, you don't have to create it from scratch, making it easy for beginners to create flows.

Flexible Customization

Flows can be flexibly customized to meet user needs.
There are many apps that can be integrated, so you should be able to create the optimal app integration for your workflow!

Cost Reduction

You can reduce the cost and time of requesting an engineer, improving the overall cost efficiency of the company.
Yoom's usage fees can start from a free plan, offering excellent cost performance!

How to Create a Trello and Microsoft Excel Integration Flow

Step 1: Yoom Registration/Login and App Registration

First, access the official Yoom website and create an account.
You can start with a free plan.
If you already have an account, please log in.
Yoom Account Issuance Page
※Please refer to this for basic Yoom operations.
First Time with Yoom

‍Once you can log in to your Yoom account, register the app you will use.
1) Click "Register My App" and select "Create New".
2) Select the app you want to register and log in with the account you will use.

Once Trello is registered, click "Create New" again to register Microsoft Excel.
Please refer to this for detailed Trello settings.
How to Register My App for Trello | Yoom Help Center (intercom.help)
3) Once registered, icons will be displayed in My Apps.
Please check if the icons for Trello and Microsoft Excel are displayed.

Step 2: Select a Template

This time, we will create a flow called [Add a Record to Microsoft Excel When a Card is Registered in Trello].
By using this flow, the information linkage between Trello and Microsoft Excel is automated, eliminating the need for manual transcription.
Manual transcription to Excel often leads to transcription errors and information leaks, but automation reduces human errors in information and is expected to significantly improve work efficiency.

Step 3: Setting Up Integration Between Trello and Microsoft Excel

0) Please prepare an Excel sheet to accumulate data in advance.
In this flow, a record will be added to Microsoft Excel when a card is registered in Trello, so it is necessary to prepare an Excel sheet to compile the information beforehand.
Please prepare an Excel sheet that can store the necessary information.
The information that can be extracted through Trello integration is as follows:
・Name of the board where the card was added
・Name of the list where the card was added
・Name of the added card
・ID of the added card

1) Copy the template and open the flow bot from My Projects.
Click the icon of the template introduced earlier to make a copy.
By copying the template, you don't need to build it from scratch, making it easy to create a flow.

2) Click "Edit" in the upper right corner.
The title is filled in to make the flow content easy to understand.
Details can also be changed.
Please modify it to make it easier to use.

3) Click "App Trigger: When a Card is Created".

4) Select the trigger action "When a Card is Created (webhook)" and click "Next".

5) Enter the items.
Please enter the obtained API key and manually generated token.
Set the username to the 12-digit alphanumeric starting with 'user' displayed on Trello's profile.
Select the board ID from the displayed options.
Once entered, click "Test".
If the test is successful, click "Save".

6) Conduct a test.
Send a webhook event or execute the trigger event.
Once prepared, click "Test", and if the test is successful, click "Save".

7) Return to the flow and click the icon for "Operate Database: Add Record".

8) Select the action "Add Record" and enter the "Database Integration" items.

If the app is registered, you can select the drive ID from the options.
Please select the spreadsheet created in advance.
If the target file name is not displayed in the item ID options, please enter the file name.
Specify the range of the target spreadsheet for the table range.
Once entered, click "Next".

9) Enter the items.
You can select the output information from Trello integrated earlier from the options.
Once entered, click "Test", and if the test is successful, click "Save".

‍10) This completes the flow of 【Adding a Record to Microsoft Excel When a Card is Registered in Trello】.
11) Finally, switch the trigger to "ON", activate the flow bot, and check if it operates correctly once.

Summary

With the integration of Trello and Microsoft Excel, you can now automatically add records to Microsoft Excel when a card is registered in Trello!
By centralizing task management and data analysis, significant improvements in work efficiency are expected!
Using Yoom, you can easily set up the integration without any coding, reducing manual work and preventing errors.
Please refer to the method introduced in this blog and try integrating Trello and Microsoft Excel!