This article shows you how to import data in a Trello board to a Roadmunk roadmap.
Exporting from Trello to CSV
The first step in the import is exporting data in a Trello board to a CSV file. Here's a snapshot of what a Trello board might look like.
1. On the Trello menu, click Print and Export, then click Export CSV.
2. Save the CSV file and open it in a spreadsheet application (for example, Excel).
For more details, go to Trello's exporting walkthrough.
Making changes to the CSV
Here's a snapshot of what the CSV file might look like.
There are some mandatory changes you must make to the CSV before the import, as well as some optional and advanced changes.
The following changes must be made to the CSV file:
- Card Name -> Item
- Card Description -> Description
- Due Date -> End Date
The following changes can also be made if desired but are not mandatory:
- Delete CardID
- Delete ListID
- Delete Board ID
- Delete Last Activity Date
If Roadmunk will be regularly updated from Trello, we recommend renaming the CardID field in the CSV to ExternalID. Roadmunk uses this field to match existing items so they're updated instead of overwritten.
Importing the CSV into Roadmunk
Once changes have been made the CSV, you can start the import to Roadmunk. For details, see Import items from CSV and watch the Importing from Trello video below.