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Is it possible to schedule a task to export the board as excel

Sharma Tanmay November 28, 2024

 

Is it possible to schedule a task to export the board as excel

1 answer

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Alisson Sartor
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
November 29, 2024

Hello, Sharma

Currently, Trello does not offer a direct automated call (via Trello REST API) to export a single board as a CSV file. This means that the process you're looking to automate isn't directly supported by Trello's API for individual board exports.

However, you can automate the export of an entire Premium Workspace, which includes CSV files for each board within that Workspace. For detailed guidance on how to set this up, you can refer to this guide: Automating Workspace Exports. Please note that to perform a Workspace export, you need to have admin rights within the Workspace.

If you're not familiar with using APIs, I recommend reviewing Trello's starting guide here: Trello API Introduction. This resource will help you understand how to interact with Trello's API, which is necessary for automating tasks.

Trello offers built-in automation tools that can help with creating basic reports. You can use Trello's Butler Automation to schedule customized reports that are sent over email. This feature won't export CSVs directly but can be useful for summarizing data changes. More information on setting up such reports can be found here: Creating Reports with Butler.

Given these options, you might want to consider if the Workspace export option suits your needs, as it automates the process of exporting all boards within a Workspace as CSV files. If you specifically need individual board exports, you might have to consider a workaround, such as using third-party tools or custom scripting to simulate the export process, though that would require a more advanced setup and possibly some development work.

Kind Regards
Alisson
Trello Team

Sharma Tanmay December 13, 2024

Hi Alisson,

Thank you for suggestions.

Appreciate the support.

 

Best regards,
Tanmay

 

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