Import from Trello

Import from Trello

Trello is a project management software that offers to manage your projects and tasks. If you have a Trello account, you can easily import your boards and cards in it to Zoho Sprints in a secure manner.  Your Trello boards can be transformed into agile projects on Zoho Sprints.

Prerequisite 

  1. Work space owner can only import data from Trello to Zoho Sprints.
  2. If you are on a free plan, you will only be able to import for 15 days from the day you activated your plan. You can upgrade your account to continue importing data when the trial expires.
  3. You cannot import more than 50 boards at a time.
  4. Import is not supported in the Zoho One plan.

Import data   

To import from Trello:
  1. Click the gear icon at the top-right corner. The settings window will appear.
  2. Click Project under Imports.
  3. Select Trello.
  4. Enter the API key and API token. 
  5. Select the checkbox to agree to the terms and conditions.
  6. Click Authorize. The authorization will be validated.
  7. After authorization, the boards in the selected workspace will be listed.
  8. Select the boards to be imported. You can import up to 50 boards in one attempt.
  9. Click Map Fields & Import. 
  10. Map the item fields with Zoho Sprints custom fields and click Continue.
  11. Map the users and click Continue. (or)
  12. Click Import (if you do not want to map fields).
  13. Click Proceed in the confirmation pop-up on screen.
The import process will be initiated, and you will receive in-app and email notifications once the process is complete.
 
After successful import, the imported projects will be listed on the All Projects tab in Zoho Sprints. You can access the projects and manage them as agile projects. Learn about the kanban framework. 
 
Notes
  1. Create a layout for the work item with the custom fields available in Trello for the data to be mapped correctly.
  2. The system auto-populates the data in custom fields in Zoho Sprints with the equivalent custom field in Trello in the field mapping screen.
  3. The picklist options of both Trello and Zoho Sprints should be the same to avoid data mismatch. For example, if a picklist field in Trello has options A, B, and C, the same picklist options must be available in the mapped Zoho Sprints picklist field.
 

Import members from Trello as workspace users 

  1. Select the Boards to be imported.
  2. Click Map Fields & Import.
  3. In the field mapping screen, switch to the Users section. Each Trello member can be mapped against a user in Zoho Sprints.
    Note: By default, the system tries to auto-populate the user field using the user name.
  4. Once done, click Continue and Proceed to import.
Now, the users will be mapped based on the mapped fields.

Generate API Key and API token 

  1. Log into Trello using this link.
  2. Click New to create a new Power-Up.
  3. Enter a new Power-Up name. Select the required Workspace.
  4. Fill out the other mandatory fields and click on Create.
  5. Go to the API Key section of the created Power-Up.
  6. Copy API Key and paste in Zoho Sprints.
  7. Click the Generate API token link in Zoho Sprints.
  8. Copy the generated token from Trello and paste it. 

Custom fields imported from Trello 

  1. Text
  2. Number
  3. Date time
  4. Checkbox
  5. Picklist (Single)

Field mapping from Trello to Zoho Sprints 

Terminologies
Sprints vs Trello
Trello
Zoho Sprints
Work item status
(Board list)
Name
Name
NA
Type
First list - Open
Others - In progress
Last list - Done
 
Project (Board)
Name
Name
Description
Description
Work item
(Card)
Title
Title
Description
Description
List
Status
Members
Assignee
Start date
Start date
Due date
End date
Labels
Tags
Custom fields *
Custom fields
Comments
Comments
Attachments
Attachments
Checklist
Checklist
User *
Member ID
ZsuserId
 
Info
The asterisk * sign symbolizes that the fields are mapped using field mapping.