Overview

Trello's integration with Spendflo empowers organizations to efficiently manage user access and optimize license allocation directly from the Spendflo App. This integration streamlines the process of monitoring Trello licenses, controlling user permissions, and maximizing license utilization.

Features

Real-time License Monitoring: The Trello integration within Spendflo provides real-time insights into license usage. This feature enables administrators to identify inactive users and optimize license distribution accordingly.

Streamlined User Access Control: Deactivate Trello users directly from Spendflo, simplifying access management. This capability allows for the prompt revocation of access for inactive users or those who no longer require Trello access.

Limitations and Prerequisites:

Parent-Child Relationship with Atlassian: Ensure that Trello boards maintain a parent-child relationship with Atlassian accounts for integrated functionality. You will need to integrate Atlassian first & then integrate Trello within the Spendflo Platform.

Data Linked to Atlassian: Deleting Trello alone will not remove associated data linked to Atlassian accounts. Administrators must manage data deletion processes accordingly.

Workspace Downgrade and Reclaim: Downgrade and reclaim actions are allowed for each Trello workspace separately. However, these actions are not permitted for free workspaces.

Upgrade Restrictions: Upgrading Trello licenses is not allowed within the Spendflo App. Administrators must manage license upgrades directly through Trello's platform.

Visibility Settings: For Spendflo to derive better insights on your user activity, it is recommended to configure each user’s Atlassian account email settings to be visible to “Anyone”. This is an optional configuration and is primarily aimed at facilitating more detailed analytics insights.

Steps to Install Trello Integration : 

IMPORTANT : Please install the Atlassian Integration before connecting Confluence. The steps to install Atlassian can be found here.

1. Go to Settings & Navigate to Integrations -> Available apps -> Trello 

2. Login to your Trello Account, if not already logged in. Click Connect to start the Integration

3. You'll now be prompted to add the Token and API Key.

4. To find the Token and API Key, go to your Trello account.

5. Go to the following link for Power-Ups.

6. On top right, click on New button to create integration.

7. Enter the details, no need to enter anything in Iframe connector URL field. Click on Create.

8. Review the permissions while generating the API Key

9.Now, under the API key Section of your Power-Up, copy the API Key and paste it in the API Key field in Spendflo connect interface.

10. To retrieve the token, click on token & review the below permissions

11. Once you allow above permissions you will see a window with the token. Copy & paste it in the Spendflo integration window.

12. Integration to Trello is Successful. 

Now that you have integrated with Trello, click here to see how you can make the best use of the features.