How to Integrate Microsoft Excel with Trello

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to integrate Microsoft Excel with Trello for seamless data management and collaboration.

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It is very easy to integrate Microsoft Excel with Trello via the Excel Send to Trello plugin. Here’s a short tutorial on how to do it:

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On the main dashboard of your Microsoft Excel workspace, head over to the top-right corner and click the 'Add-Ins' icon.
Following that, search for 'Trello' and then find 'Excel Send to Trello' from the suggested results. Click the 'Add' button next to it.
Tap the 'Next' icon to proceed.
Subsequently, click 'Sign Into Trello'.
Tap 'Log In' and then provide your Trello user credentials.
Finally, tap 'Allow' to agree with the terms and authorize the connection. After completing these steps, your Trello account will be integrated instantly with Microsoft Excel.

📌 Why this matters

This integration transforms your spreadsheet data into actionable project cards without manual copy-pasting. You can instantly convert budget line items, task lists, or customer feedback into organized Trello boards that your team can actually work with.

The real advantage emerges when you're managing recurring projects—monthly reports, quarterly reviews, or client onboarding processes. Instead of recreating the same board structure repeatedly, you maintain your master template in Excel and generate fresh Trello boards with updated data whenever needed, creating a seamless workflow between planning and execution.

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