About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How do I set up a Zap to sync data from a Trello Board to Microsoft Excel spreadsheet?
Best answer

How do I set up a Zap to sync data from a Trello Board to Microsoft Excel spreadsheet?

  • 16 August 2023
  • 11 replies
  • 119 views
Steffen Fjærvik

Hello, I am afraid I’m stuck at pretty much square one and need help. Noob help.

I want to sync information from a board in Trello to en Excel spreadsheet.

When I go trough the different stages of my zap setup, I just get totally confused and it all breaks down. I have no Idea what the different choices I make will do.

So before I waste more time on this, can someone give me a rough outline of how to set up a Trello-Excel zap? Is there a  template somewhere?

My Trello board is pretty basic and my Excel sheet is blank. Maybe that’s the problem? I was hoping Zapier could generate the content. 

I realize it’s not easy to help when I can’t even identify the problem, but still..

icon

Best answer by Troy Tessalone 16 August 2023, 23:08

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

11 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Steffen Fjærvik 

Good question.

We would need more info about what you are trying to configure the Zap to do between Trello and Excel.

Perhaps outline specific examples for us to follow the data flow.

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Steffen Fjærvik

Well, lets’ see. Thanks for reaching out.

I have this Trello board and i need Zapier to update a specific spreadsheet every time something changes. Could be status, could be could be title, could be a number ot things.Most urgently I want the Status to change in my sheet according to a change in Trello. My very simple Trello board looks like this:
 

But my spreadsheet won’t change the status, it just return “Status”, which is no good, of course:
 



I’m guessing it has to to with the action in Zapier, but here is where I break down in tears:

And also, I cant keep adding titles for eery card i make in Trello. I need Zapier to understand that the name on the card corresponds with a row in the spreadsheet.

Any help is appreciated.

Troy Tessalone
Userlevel 7
Badge +14

@Steffen Fjærvik 

Looks like you are using the Custom Field Name variable.

Try using the Custom Field Value variable.

NOTE: If there are multiple custom fields, then those may be grouped as an array, for which you’d have to do additional logic to align/separate into key:value pairs.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Steffen Fjærvik

Thanks, but all i can find from the dropdown menu is Data Custom Field Item Value, and that gices me nothing
 

I only get this error message:
 

My Excel sheet is now blank, btw
 

I deleted the previous rows to start over again.

Troy Tessalone
Userlevel 7
Badge +14

@Steffen Fjærvik 

Make sure to use a trigger example that has a value for the desired custom field data point.

How to change your trigger test data: https://help.zapier.com/hc/en-us/articles/8496310366093

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Steffen Fjærvik

I am sorry, i just don’t understand what this means :-)
“has a value for the desired custom field data point”?
I understand all the words, but not he meaning of the sentence.  I’m sorry :-)

Troy Tessalone
Userlevel 7
Badge +14

@Steffen Fjærvik 

This means the Trello Card example selected in the Zap trigger step has no Status value set.

Try selecting a different trigger example from Trello to use to test the Zap steps.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Steffen Fjærvik

I’m sorry but i really don’t know hat I’m looking for.
Status har 12 mentions, but i dont know what to to do with that.
 

 

Troy Tessalone
Userlevel 7
Badge +14

@Steffen Fjærvik 

Which Trello Zap trigger are you using? (screenshot)

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Steffen Fjærvik

 

Troy Tessalone
Userlevel 7
Badge +14

@Steffen Fjærvik 

You’ll want to specify the Activity type as it include a long list of options, some of which aren’t relevant to Cards.

 

 

Instead, you may want to use this Zap action: Trello - Card Updated

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions