Trello Integration

Integrate Trello with Forecast

Reading time: 5 minutes 

Main Takeaways:

• The integration with Trello lets you import all of your boards and users from Trello into Forecast
• This is a simple migration tool, and will thereby not synchronize new data on the fly
• Users from Trello will be imported without an email address attached to them, and function as Virtual users until further activated with an email address
• To activate users, follow the guide below
  
  

Migrate your Boards and Users

Step 1: Go to your Admin Panel, and click Integrations

Step 2: Select the Trello integration

 

Step 3: Click Migrate

 

Step 4: Authorize the connection

 

Migration of Trello boards and users will begin and should appear as new projects in Forecast within a few minutes.

 

NOTE:

As mentioned above, new users imported from Trello will function as Virtual users until further activation.

Activate Users Imported from Trello

Step 1: Go to your Admin Panel, and click People

 

Step 2: Find the user(s) on the list, and click each person

 

Step 3: Enter their email address in Team member's email

 

Step 4: Click Invite Team Member

 

Step 5: Continue the process with each person

Data mapping

The integration imports data by mapping it to the corresponding Forecast entities as indicated in this table:

The data on the Trello cards is mapped to the corresponding Forecast Task in the following way: