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Intro

Trello is a web-based project and task management application with both a free-to-use and premium offering. To learn more about the Trello API, visit their page (https://developers.trello.com ). The Trello connector is a “Cloud App” connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

Primary Use Cases

  • Project management

  • Any use case requiring lists of items that move along a task pipeline

Primary Metrics

Board Usage Metrics

  • Number of members

  • Number of cards per board

  • Number of lists

  • Cards per list

  • Completed lists

  • Votes per card

User Metrics

  • Completed items/cards

  • Card completion rate

  • Total number of cards

  • Number of posts

  • Current number of cards due

  • Members per organization

  • Organizational member growth rate

Primary Company Roles

  • Project managers

  • Consultants

Average Implementation Time

A single DataSet can run in a few minutes.

Ease of Use (on a 1-to-10 scale with 1 being easiest)

2

You connect to your Trello account in the Data Center. This topic discusses the fields and menus that are specific to the Trello connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

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Best Practices

This connector should run on “Replace” at any reasonable schedule.

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Prerequisites

To connect to your Trello account and create a DataSet, you must have the following:
  • The email address or username you use to sign in to Trello
  • Your Trello password

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Connecting to Your Trello Account

This section enumerates the options in the Credentials and Details panes in the Trello Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

The Domo Trello connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Accoun t if you have existing Trello accounts in Domo) to open the Trello OAuth screen where you can enter your Trello username/email address and password. Once you have entered valid Trello credentials, you can use the same account any time you go to create a new Trello DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

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Details Pane

This pane contains two primary menus, Report and Filter, along with other menus which may or may not appear depending on the report and filter you select.

Menu

Description

Report

Select a Trello report. The following reports are available:

Report Name

Description

Actions

Returns actions taken on the all Boards, Cards or Lists.

Boards

Returns information about all boards in your organization, all of your boards, or a specific board.

Cards

Returns information about all cards on a specific board, all of your cards, or a specific card.

Card Attachments

Returns attachment information about all cards on a specific board, all of your cards, or a specific card.

Card Checklists

Returns checklists information about all cards on a specific board, all of your cards, or a specific card.

Custom Field Schema Definitions

Returns information about custom field schema.

Cards with Custom Fields

Returns information about all cards on a specific board, all of your cards, or a specific card, including custom fields.

Lists

Returns information about all lists in your organization, all lists on a specific board, or a specific list.

Members

Returns information about all members in an organization, all members on a specific board, or all members on a specific card.

Organizations

Returns information about all organizations or a specific organization.

Search Members

Returns information about members in an organization based on a query search.

Filter

Select a filter to apply to this report.

Organizations

Select the organization you want to retrieve data for.

Boards

Select the board you want to retrieve data for.

Cards

Select the card you want to retrieve data for.

Lists

Select the list you want to retrieve data for.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

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Troubleshooting

Ensure your account credentials are valid and that the report configuration is valid.