I am setting up Trello to be used to manage clients and have a large-ish database of contacts that currently resides in a spreadsheet. I am using Contalist powerup to manage my contacts with Trello. Are there any tips for importing this data directly into Contalist without the need to manually input each one? Thanks :)
@Judy Fitzgerald are you a G-Suite user? If so, then I can show you how to read data into Trello from Google Sheets with a high degree of control over how the cards are structured (ie. being able to set custom fields etc.)
If you need to set the actual powerup data on the cards that will not be possible with an API into Trello, it would need to be an import into Contalist
Hi @Judy Fitzgerald ,
I know that it has been quite a while since you posted, but I have recently started using Contalist for our business as well. I have been searching online for other users and came across your post.
Do you still use Contalist for your CRM?
We have recently imported contacts from a spreadsheet successfully. I would be happy to chat with you about our experience if you are still a user?
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