Connecting Trello Data using Dokin
This step-by-step guide will walk you through the process of connecting Trello to Google Sheets, Slides or Docs using the Dokin add-on.
Last updated
This step-by-step guide will walk you through the process of connecting Trello to Google Sheets, Slides or Docs using the Dokin add-on.
Last updated
Dokin is a powerful Google Workspace add-on that allows you to connect various data sources and integrate them seamlessly into your spreadsheets, documents or presentation. With Dokin, you can sync Trello data to:
Manage and analyze your Trello boards and cards in a Google Sheets spreadsheet,
Create dynamic presentations in Google Slides with data from Trello cards,
Create dynamic documents in Google Docs with data from Trello cards.
On the home page, you'll find a list of your imported data, as well as a button for creating new connections. Click on the "Connect New Data" button.
Next, a dropdown menu will appear. Here, simply pick the "Trello" app from the list of options.
If this is your first time using Dokin or if your previous connection has expired or been revoked, follow these steps to connect your Trello account:
Click on the icon on the right of the Text Field. You will be redirected to a secure Trello connection page.
On the Trello connection page, you will be asked to grant Dokin access to your Trello account. To proceed, click on the "Allow" button.
After granting access, you will be redirected to another page where your unique token is displayed. Copy this token.
Return to the Dokin app and paste the copied token into the "API Key" field.
Finally, click on the "Connect" button to establish the connection between Dokin and your Trello account.
This secure process ensures that Dokin can seamlessly integrate with your Trello data while maintaining the necessary privacy and security standards.
Follow these steps to choose the data you want to import from Trello. This process allows you to import all the Cards that meet your specified criteria from Trello.
Begin by selecting the Trello board from which you intend to import data. This choice determines the source of the information you wish to bring into Dokin.
Next, pick the fields you wish to display in your import. You have the flexibility to select anywhere from one to an unlimited number of fields, tailoring the import to your precise needs.
Once you've made your selections, you can rearrange the fields to your liking. This can be achieved with a simple drag-and-drop action, ensuring that the data is presented in the most logical and useful order for your specific needs.
For additional customization, you can apply filters and sorting to your imported data. This step is optional.
Select the field you want to filter by
Choose an operator (such as Equal, Contains, Less Than, etc.). The operator depends on the type of field.
If needed, enter the value.
If you want your data to be presented in a specific order, select the sorting field and indicate whether it should be in ascending or descending order.
Choose a meaningful name for your import process. This name will help you easily identify and manage your imported data within Dokin.
This option will automatically refresh your data at specific intervals. You can choose the frequency, including the day and time, and configure notifications to receive alerts when data is refreshed.
Frequency
Specify how often you want Dokin to automatically refresh your imported data. This ensures that your data remains current without requiring manual updates.
The frequencies are available:
No Refresh (default)
Weekly: Data refreshes every week. Select a specific day of the week and time for data refresh.
Daily: Data refreshes every day. Choose the time for daily data updates.
Hourly: Data refreshes every hour.
15 mins: Data refreshes every 15 minutes.
Notifications
You can opt to receive notifications each time your data is refreshed. The available notification options include:
None: No notifications will be sent.
Slack: You will receive a Slack message whenever your data is refreshed. If it's your first time selecting this option, you'll be prompted to connect to your Slack workspace.
Email: You will receive an email notification each time your data is refreshed.
Google Slides
When clicking on Connect, Dokin will display a new Connection on the home page.
Google Docs
When clicking on Connect, Dokin will display a new Connection on the home page.
From there, you can choose to insert each cell data as dynamic content or you can create
From there, you can choose to insert each cell data as dynamic content or you can create
Once data is imported, you can edit it and send data back to Trello. You can find step-by-step instructions on how to do this in our .
