How to Integrate Trello with Microsoft Excel
You can achieve this integration using automation tools like Zapier. Here’s a step-by-step guide
to set up this integration.
- Log in to Zapier, click on "Create," and then select "Zaps" to get started.
- Click "Trigger" to proceed.
- Search for "Trello" to set it as Trigger App.
- Choose a trigger event, such as "New Activity," "New Board," etc.
- Sign in to your Trello account, grant Zapier access, and click "Continue."
- Click "Continue with selected record."
- Search and select "Microsoft Excel" as the action app.
- Choose an event under Microsoft Excel.
- Log in to your Microsoft Excel, to continue.
- Click “Accept.”
- Complete and customize the required fields.
- Select "Publish" to complete the integration.
By following these steps, you can integrate Trello with Microsoft Excel using Zapier and transfer existing data, then create a Board in Trello to try it out.
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