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Question

Excel CSV into Trello Card with Checklist

  • December 21, 2021
  • 3 replies
  • 263 views
T

I am attempting to build my first Zap importing 500 plus cards into a Trello board.  I see that it will create new cards, but I cannot see how to get it to work with our template.  Is that possible?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • December 21, 2021

Hi @Terry B 

Please clarify what you mean by your template.

Perhaps provide an example to give context.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
T
  • Terry B
  • Author
  • New
  • December 21, 2021

We are importing the name, city,state, and URL of a park into our Trello system.

Each card has multiple checklist from initial project build to quality check.  

I would like the CSV info to populate a template card when it adds the information.

See sample.  Thank you!

 

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • December 21, 2021

Hi @Terry B

Try these Zap steps

  1. Trigger: ???
  2. Action: Trello - Create Card
  3. Action: Trello - Add Checklist to Card (map the Trello Card ID from Step 2)

 

Here are the available Trello triggers/actions: https://zapier.com/apps/trello/integrations#triggers-and-actions

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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