Exporting Data from Trello to Excel: A Comprehensive Guide

Trello, a popular project management and collaboration tool, often requires exporting data to other formats such as Excel for better organization and analysis. This article explores the two main methods for exporting data from Trello to Excel, including the built-in export feature and the Power-Ups, with detailed steps and tips to help you streamline your workflow.

Exporting with Trello’s Built-In Feature

Trello offers a built-in export feature, which is particularly useful for users on premium and enterprise plans. This feature allows you to easily export all the boards in your workspace into CSV or JSON formats, including attachments, in a .zip file. Here’s how you can use this feature:

Step-by-Step Guide to Using Trello’s Built-In Export

Log into your Trello account. Navigate to the workspace from which you want to export the data. Click on the dropdown menu in the top-right corner of any board. Select Save Boards from the dropdown menu. A pop-up will appear, allowing you to choose the format (CSV or JSON) and include attachments in a .zip file. Click Export and your files will be generated and downloaded.

Note: You need to be a workspace admin to access this feature. Make sure you have the necessary permissions before proceeding.

Using Trello Power-Ups: The Power-Up Board Export

For more advanced users, Trello’s Power-Ups offer more control over the export process. The Board Export Power-Up allows you to export specific fields like comments, activity logs, checklists, and advanced checklists directly into formats like CSV, Excel, PDF, or PNG. Here’s how you can use this Power-Up:

Step-by-Step Guide to Using the Board Export Power-Up

Log into your Trello account. Navigate to the specific board you want to export. Locate the Power-Up menu in the top right corner of the board and activate the Board Export Power-Up. Select the fields you want to include in the export (comments, activity logs, checklists, etc.) and choose the desired format (CSV, Excel, PDF, or PNG). Configure the export settings according to your needs. Click Export and your file will be generated and downloadable.

This Power-Up is available to all users and does not require a premium or enterprise plan. It offers a powerful toolset for data analysis and organization.

Tips and Best Practices

Here are some tips and best practices to ensure a smooth and efficient export process:

Always check the file size and format compatibility before exporting large datasets. Ensure you have the necessary permissions and backup any important data before proceeding. Test the export settings to ensure everything is configured correctly. Regularly update Trello to access the latest features and improvements for better data export functionality.

By utilizing the built-in export feature and Power-Ups, you can effectively export data from Trello to Excel, enhancing your data management and analytical capabilities. Whether you are a premium or free user, Trello offers robust tools to achieve your project management needs.