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import data from my crm in trello

CIAMPARIX

I need to import data from my management system into Trello boards, so that the tasks we register in the system are also reflected on the boards. The management system allows creating tokens, offers APIs, and I can export JSON files. Is there any specialist who can handle this?

Accepted answers

Erko Knoll_h0fonr

You may want to consider using ScriptRunner Connect to automate this business case as SR Connect can connect to anything that has HTTP based API via the Generic Connector, and it also comes with a connector for Trello, making working with Trello much easier. Here is a template that integrates Trello with Jira, which can be a good starting point to figure out how Trello APIs work.

All comments

Alberto Estévez_qn3e7e

Hi @CIAMPARIX Thank you for reaching out. Are you migrating form your management system to Trello or do you plan to keep on using both systems and therefore need to create new Trello cards for every future task created in your current management system?
If the latter, are you looking for an integration of both systems or an automation to create cards in Trello once every time you start a task in your current management system?

Cheers!

CIAMPARIX

Thank you, Alberto, for the response. I need to continue using two systems because I use the first one to create quotes, orders, and invoices, and Trello to organize. In practice, I create the order in my management system, which generates the work and delivery date. From there, I need to be able to import it into Trello to have a calendar where I can view all the tasks we need to complete... I just need it to import the client's name, the work description, and the delivery date. Then, from Trello, I add everything else I need to complete the task... I hope I’ve explained it well :-D

Alberto Estévez_qn3e7e

Got it! I would recommend you look into automations tools like Zapier or Make. If your management system offers API connections it may already have some sort of triggers or actions created in those automation platforms.
These platforms work on a simple Trigger - Action basis. In your case your automation would look like Trigger: Every time a new client/Job/Registry is created in your management tool Action: Trello action to create a card on a specific board.

What is the name of the management tool you are using?

CIAMPARIX

Aba Ninja is a system used for invoicing

Erko Knoll_h0fonr

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