How To Import A CSV using the Import2 Wizard and Trello

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CSV file formats are not uncommon, in fact there is a CSV for just about anything. To import a CSV into Trello you will need to use the Import2 Wizard which can be found under Conversations -> Data Importation

The “how to import csv into trello” is a tutorial that explains how to use the Import2 Wizard in Trello. The Import2 Wizard allows users to easily import files from CSV or Excel into Trello.

How To Import A CSV using the Import2 Wizard and Trello

Trello is a strong tool for creating a personal to-do list or a collaborative project management system. However, if you have a lot of tasks to add, manage, and monitor, you’ll spend a lot of time generating cards, changing data, and assigning each card to a team. Using the Import2 Wizard with Trello drastically reduces this wasted work.

When you utilize the Import2 Wizard with Trello, you may import data directly into Trello from basic CSV files!

Say goodbye to time-consuming task management and tiresome manual card production. Because at the conclusion of this lesson, you’ll be able to use this powerful tool to work hand-in-hand with your Trello board in a dynamic way.

Prerequisites

Each component of this article will provide step-by-step instructions. If you want to follow along, make sure you meet all of the prerequisites listed below.

  • To produce and examine a CSV file, use Microsoft Excel or a comparable program.
  • A Trello account is required. If you don’t already have an account, you can create one for free.
  • There’s a Trello board with numerous Lists on it. Examine the board that was used and construct a replica for yourself. If you want to follow along step by step, click here.
  • Import2 Wizard also necessitates the creation of an account. You may make one and be instantly joined up for a 14-day free trial.

Constructing a CSV File

To use the Import2 wizard to import a large number of Trello cards at once, you’ll need to first produce a CSV file with rows representing Trello cards. An Excel spreadsheet or Google Sheets may be used to build the CSV file. Here’s a link to a sample CSV file template. All of the fields you’ll need to give to the Import2 wizard are included in this CSV file.

Import2 wizard CSV file with fieldsImport2 wizard CSV file with fields

Managing CSV Files with PowerShell is a related topic.

The following columns should be included in your CSV file, as seen above:

  • The name of the Trello card is represented by this field.
  • Description – Any extra information you’d want to provide in the description box of the card.
  • List – This is the list in which the card will be produced.
  • Members — A semicolon-delimited list of one or more complete names of Trello board members who should be assigned to the card.
  • Due Date – Keep in mind the format (MMM DD, YYYY HH:MM AM/PM) to prevent issues during the import process, as seen in the image below. Nov 08, 2020 02:00 PM is a nice example of a due date.

Error in Calculating Due DatessError in Calculating Due Datess

  • Completed – This field may be set to True or False to indicate whether the card will be archived or not after it is imported.
  • The Fields that may be customized created into the sample Trello board you’re working with are represented by the last three columns in the example above. The value of a checkbox is represented by the Is Paid and Member Paid columns, while the Link column displays text.

Since you’ve gathered your data and stored it as a CSV file, you can go on to the following stage and import your CSV.

Exporting CSV Files with PowerShell is a related topic.

How to Make a Trello Connection

You must first create a connection between Import2 Wizard and Trello before you can begin the import process.

  1. After login into your Import2 Wizard account, you’ll be presented with a dashboard similar to the one seen below.
  2. To begin integrating Import2 Wizard to Trello, go to CSV Import and click NEW.

Dashboard of the Import2 WizardDashboard of the Import2 Wizard

  1. Then choose What are you importing? from the drop-down box.
  2. Select Create a New Connection.

Trello Board LinkingTrello Board Linking

  1. Then, scroll down and seek for Trello, or just type trello into the search box, as seen below, and click ADD.

To Trello, add the Import2 Wizard Connection.To Trello, add the Import2 Wizard Connection.

  1. Now, scroll down and select Allow to provide Import2 Wizard access to your Trello account.

Authorize Import2 Wizard's Access to TrelloGive Import2 Wizard permission to access Trello.

  1. After you’ve added the Trello connection in the previous stage, a page like the one below will appear. If you’re using the example Trello board, click the drop-down box in the center and choose Import2 Test Trello, then click ADD CONNECTION.

Choosing a Trello BoardChoosing a Trello Board

8. In the “What are you mapping?” section, choose Cards from the drop-down box.

9. Select Add new records from the “What do you want to do?” menu.

Then choose One-time import or Auto import from the “How often?” drop-down box.

If you need to submit CSV data on a frequent basis, the auto import option is useful.

Choose the Import Actions you want to do.Choose the Import Actions you want to do.

The CSV File Is Being Uploaded

You must now submit the CSV file to Import2 Wizard to finish the import settings. Use the screenshot below to guide you through these stages.

As illustrated below, click the CHOOSE FILE option and pick the CSV file to upload.

Select a CSV file to upload.Select a CSV file to upload.

When you’re through with the import options, scroll down to the bottom of the page and click Continue.

You’ve successfully setup the import parameters at this stage. Carry on by mapping the CSV Columns to the appropriate Fields in Trello.

Import2 Wizard Field Mapping for Trello

After you’ve uploaded the CSV file, you’ll need to map the columns of the CSV file to the fields of the cards in your Trello board. Look at the screenshots below to see where each CSV field on your Trello board corresponds.

Fields in the CSV File That Correspond to ColumnsFields in the CSV File That Correspond to Columns

Fields that may be customized that correspond to CSV File ColumnsFields that may be customized that correspond to CSV File Columns

The Columns in the CSV file are displayed in the left-most drop-down box under Field Mappings, while the Fields for the cards in your Trello board are shown in the one next to it. For reference, see the screenshot below. In addition, the Fields in the right-hand drop-down box are divided into three categories: Standard Fields, Lookup Fields, and Fields that may be customized.

The Names of Cards on a MapThe Names of Cards on a Map

Putting Names Together

Click and choose Name from both drop-down boxes to map the Name field, then click the SAVE button to continue mapping additional data. It’s important to remember that the Name option is a Standard Field that represents the card names.

Description of Mapping

The Description field, which is also a Standard Field, allows you to provide more information about the card on your Trello board. Select the Description option from both drop-down boxes and click SAVE, as shown below.

The Description Field's MappingThe Description Field’s Mapping

Using a Lookup Field to Map The List

The List column from the CSV file is the third Standard Field we’re mapping, as seen in the picture below. Because you’ll need to utilize a Lookup Field to map a list, it’ll be a little different. The lookup field ensures that the cards on the Trello board are imported to the appropriate lists.

From the first two drop-down boxes, pick List, then Name as the Lookup Field, and click SAVE.

Using Lookup Fields to Map Lists to TrelloUsing Lookup Fields to Map Lists to Trello

Organizing Members

Members may be mapped to each card using Lookup Field, just as in the previous section. In the Lookup Field, you have three options: Username, ID, and Complete Name; in this example, we picked Full Name since the member’s full name appears on the CSV file.

Choose Members from the first two drop-down boxes, then Full Name as the Lookup Field and click SAVE, as seen below.

Members to Trello Cards MappingMembers to Trello Cards Mapping

Calculating Due Dates

The Due Date field is a little problematic since the format of the Due Date field in Import2 Wizard must match the format of the Due Date column in the CSV file. The format should be MMM DD, YYYY HH:MM AM/PM (MMM DD, YYYY HH:MM AM/PM). For a comparison, check at the screenshots below.

Due Date Format in CSVDue Date Format in CSV

Due Date Format in Import2 WizardDue Date Format in Import2 Wizard

Otherwise, you’ll get an error icon, similar to the one seen in the image below.

Error in Calculating Due DatessError in Calculating Due Datess

Follow the instructions below to map the Due Date field, using the picture below as a guide.

  1. From the first two drop-down boxes, choose the Due Date option.
  2. Make any required changes to the format before clicking SAVE.

The Due Date Field's MappingThe Due Date Field’s Mapping

Fields that have been completed

As previously stated, marking a Completed field with either a “Yes” or “True” value will archive the relevant card.

Use the graphic below to guide you through these processes.

  1. From the first drop-down menu, choose Completed.
  2. Then, on the right side, choose Closed from the drop-down box and click SAVE.

Completed Field MappingCompleted Field Mapping

Fields that may be customized

Mapping Fields that may be customized is no different than with the Standard Fields. At this point, there are only three fields left to map; Is Paid Task, Member Paid and Link. See the following image as your reference.

Follow these procedures one by one for each Custom Field.

  1. From the first drop-down box, choose the CSV column.
  2. Then, in the second drop-down box, choose the relevant custom field and click SAVE.

Mapping Fields that may be customizedMapping Fields that may be customized

After mapping all of the fields, click the START IMPORT button to use the Import2 Wizard to import data into Trello. Depending on the amount of data you’re importing, the procedure may take some time to finish.

The outcome should be similar to what you see below, or you can open up your Trello board to observe the cards being imported one by one.

Click the Show Menu button on the right side of the screen to see the archived cards in Trello. even more Archived Content

The import procedure has been completed.The import procedure has been completed.

Import2 Wizard is undoubtedly something you’ll want to get your hands on for your company, so be sure to go through their bundles and FAQs.

The “google sheets” is a spreadsheet application that allows users to create and edit spreadsheets. You can also import CSV files into the google sheets. The Import2 Wizard will help you import your csv file into the google sheets.

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