Trello

Import your boards and users from Trello

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. This is simply a limitation of integrating with Trello. To activate users, follow the guide below.

Migrate your Boards and Users

Step 1: Go to your Admin Settings, and click App Catalog

forecast_admin-integrations-appcatalog

Step 2: Select the Trello integration, or click here.

forecast_appcatalog-trello

Step 3: Click Migrate

forecast_appcatalog-trello-migrate

Step 4: Login to Trello, and authorize the connection

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

forecast_admin-teammembers

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

forecast_teammembers-users

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

forecast_teammember-profile

Step 4: Click Invite Team Member

Step 5: Continue the process with each person