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I am new to Trello - How to import contacts

Is there an easy way to import cards (contacts) into Trello? I am trying to import name, email and phone for each contact with the email and phone number in the 'Description' box. I have a list of 100+ contacts and I don't want to add them one at a time. If there is a video how to do this, that would be great too. Thanks.

3 answers

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Mirek Community Leader May 09, 2021

Hi @Michael Lancto , 

Just to be clear.. you want to import every contact as a separate card? 

Maybe this would help? - https://help.trello.com/article/751-importing-data-into-trello

Thank you for the reply, but it was very complicated. I am teaching a sales team, and our 'Board' has a 'List' called Leads. The title of each card is the Lead's 'NAME' in the description we would like 'email' and 'phone'

Is this even possible with Trello to import like this?

We have all the leads in a spreadsheet now.

@Michael Lancto 

Saw youR post on FB as well. See illustration of solution. Copy and paste column into create card on the target list.

Screen Shot 2021-05-10 at 2.20.17 PM.jpgScreen Shot 2021-05-10 at 2.19.42 PM.jpgScreen Shot 2021-05-10 at 2.19.29 PM.jpg

Thank you for the reply. I attempted your suggestion, but I must have done something wrong. In the picture below you will see a pic of my spreadsheet (I used CTRL-C and CTRL-V in the 'add card' inside Trello. Then a picture of the 2 cards Trello pasted - and you will see all the info is in the 'card name' and nothing in the card 'Description'. Then the 3rd pic shows one of the cards with nothing in the 'Description' box. What am I doing wrong?
Trello-import.jpg

@Michael Lancto 

Try changing to {* } {*} <{*}>  then cardname will be {wildcard1} {wildcard2} and description use {wildcard3} also you missed a - after \n if you like the bullet before phone. 

Milynnus - I do appreciate you trying to help me. I've tried multiple variations of what I think you are suggesting, and none of them places the contacts 'Name Only' in the card 'Name' field and the contact's email and phone number in the 'Description field. The pic below are 2 different examples of what I have tried that did NOT work. Can you provide a sample spreadsheet with this information please that I can copy/paste?

Sam Smith
ssmith@aol.com
407-555-2222

Tom Trent
ttrent@msn.com
954-555-4444

Trello-samples.jpg

@Michael Lancto 

Here' the loom video

https://www.loom.com/share/1085fe8b772c4b8280cd7899c56866b2

I will send over the details over shortly.

Bulter Trigger 

when a card with a name containing "{* } {*}<{*}>" is added to list "Build List"

 

firstname lastname <- email : lxx@gmail.com\n- phone : (112)-123-1234>

firstname lastname <- email : lxx@gmail.com\n- phone : (112)-123-1234>

Screen Shot 2021-05-11 at 5.52.56 AM.jpg

I believe the problem I am having is I have to CREATE A BUTLER RULE (OR TRIGGER) and when I go to "Butler" > "Rules" > "Create a Rule" > "Add Trigger" 
-- I cannot find how to create the rule you describe above with

TRIGGER
when a card with a name containing "{* } {*}<{*}>" is added to list "Build List"

ACTION

rename the card to
{wildcard1} {wildcard2}

set the card's description to
{wildcard3}

Can you please make a video how I can create this Butler Trigger?

 

Thank you

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