How To Integrate Trello With Smartsheet

How To Integrate Trello With Smartsheet

1. Log in to Smartsheet: Access your Smartsheet account.
2. Open the Integration Menu: Click on the "Integrations" option in the menu.
3. Select Trello: Find and choose Trello from the list of available integrations.
4. Connect Your Accounts: Authorize Smartsheet to access your Trello account.
5. Choose Your Boards: Select the Trello boards you want to integrate.
6. Map Fields: Align Trello fields with Smartsheet columns for data transfer.
7. Set Triggers: Define actions that will trigger updates between Trello and Smartsheet.
8. Test the Integration: Run a test to ensure everything is working correctly.
9. Save Your Settings: Confirm and save your integration settings.
10. Monitor the Integration: Regularly check to ensure data syncs smoothly.