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How to important contact details into Trello?

Monica Mehmi
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August 20, 2024

I have brought Power up import for Trello to be able to import big lists of data, however, it only allows me to upload name and then start date. I need to add name, email address and number. How is this done so I don't have to individually add each cards contact details. 

2 answers

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Alberto Estévez August 21, 2024

Hi Monica. Alberto from Crmble here. Thank you for reaching out and sharing your thoughts and needs with the community. As @Jan Gebauer  has pointed out, you can use the Import Power-Up from our good friends at Blue Cat to import a CSV file and populate so your Trello board with new cards in a breeze. You can map the CSV source file columns with Custom Fields you can add to your Trello board (only available from Standard paid plan on). This way you will end up with information not only in your Card Title and Description field, but also with contact details in your predefined Custom fields. This is a great way to store data in an organised and consistent way. If you at some point you would like to go a step further in terms of Contact Management with Trello, I would suggest you to look into our CRM Power-Up. You can also watch our Crmble Bites short videos to get a sense for what value Crmble adds used on top of Trello.
Hope this information was helpful.
Cheers

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Jan Gebauer
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August 20, 2024

What PowerUp did you get, please? Was it the Import to Trello (CSV-free) by Blue Dasher? If so, it seems like they don't allow the user to add fields.

Import to Trello by Blue Cat (CSV, Excel) by Blue Cat might be able to do this, if you have the data in a CSV form or as an Excel spreadsheet.

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