How to Integrate Microsoft Excel with Trello

Quick summary

Integrating Microsoft Excel with Trello lets you send spreadsheet data directly to Trello boards using the Excel Send to Trello add-in. The setup takes just minutes and requires authorizing your Trello account from within Excel's Add-Ins menu.

Steps

1. On the main dashboard of your Microsoft Excel workspace, navigate to the top-right corner and click the Add-Ins icon.
2. Search for Trello in the Add-Ins search bar, locate Excel Send to Trello from the results, and click the Add button next to it.
3. Click the Next icon to proceed through the add-in setup screen.
4. Click Sign Into Trello to begin the account authorization process.
5. Tap Log In and enter your Trello user credentials.
6. Click Allow to agree to the terms and authorize the connection — your Trello account will be integrated instantly with Microsoft Excel.