You can set up a connection between Klipfolio and your Trello data to display your project management metrics on a dashboard.
This article includes:
- Options for visualizing my Trello data
- Connecting my Trello data in Klipfolio
- Adding a Trello pre-built data source
- Adding a Trello pre-built Klip
- Creating a Trello custom-built data source
- Creating a Trello custom Klip
- More about Trello's API and queries
What options do I have for visualizing my Trello data?
Create data visualizations based on pre-built options or build your own. The choice is yours!
Pre-built by Klipfolio
In collaboration with industry experts and adhering to current best practices and trends, Klipfolio focuses on getting the most out of your data and presenting it in meaningful, actionable visualizations. Our pre-built content, including pre-built data sources and pre-built Klips can act as a complete solution or as a starting point toward custom building.
- Trello pre-built data sources: Data sources provide the foundation for Klip building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Trello data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.
- Trello pre-built Klips: Pre-built Klips enable you to quickly set up a dashboard using predefined visualizations that display common key metrics. Pre-built Klips are found in the Klip Gallery or, for White Label customers, in the Integration Gallery.
Custom-built by you
Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.
- Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources from the Service Connectors page, accessible from this link or from your list of data sources.
- Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.
Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Trello data in Klipfolio.
How do I connect to Trello data in Klipfolio?
To connect your Trello data to Klipfolio, you will need your API Key and API Token.
To get the right data from Trello, you use your Trello API Key, API Token, and Board ID in the queries provided by Klipfolio or in your own query when building data sources.
How do I find my Trello API Key and API Token?
To find your Trello API Key and API Token:
- Log in to your Trello account.
- After logging in, click this link to generate your API Key.
- If prompted, click to accept the Trello Developer Terms and the click Show API Key.
- Copy your Key.
- Under your key, click the hyperlinked Token.
- Click Allow.
- Copy your Token.
How do I find my Trello Board ID?
To find your Trello Board ID:
- Log in to your Trello account.
- Click the board you want the ID for.
- Copy your Board ID from the URL. Your Board ID is the combination of letters found before your board’s name.
For example,trello.com/b/yourBoardID/BoardName.
How do I add a Trello pre-built data source?
To add a Trello pre-built data source:
- Navigate to the Service Connectors page in Klipfolio and choose Trello from the list.
- Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
- Adjust the Query URL information, as noted on the Configure your data source page, to replace any generic placeholder data with your own.
For example, replace <YourTrelloBoard> with your Trello Board ID. - If you are creating a custom-built data source, edit the Query URL further to return the data you need. Refer to the Trello API documentation for details.
- Click Get data.
- Ensure this is the data you’re looking for. If you’re using Klips, optionally select the checkbox to Model your data. If you’re using PowerMetrics, which requires modelled data sources, you’ll automatically enter the modeller after clicking Continue. Learn more about modelling data sources.
- Click Continue.
- Name, choose refresh settings, and, optionally, share your data source.
- Click Save.
How do I add Trello pre-built Klips?
In the Klip Gallery or, for White Label customers, in the Integration Gallery you can browse individual Trello pre-built Klips and add them to your dashboard. You replace the sample data that is included in pre-built Klips with your own Trello data by clicking the menu in the Klip and selecting Connect your data.
How do I add a Trello custom-built data source?
To add a Trello custom-built data source:
- Navigate to the Service Connectors page in Klipfolio and choose Trello from the list.
- On the Choose a pre-built or custom connection page, click Create a custom Trello data source.
- Adjust the Query URL information, as noted on the Configure your data source page, to replace any generic placeholder data with your own.
For example, replace <YourTrelloBoard> with your Trello Board ID. - If you are creating a custom-built data source, edit the Query URL further to return the data you need. Refer to the Trello API documentation for details.
- Click Get data.
- Ensure this is the data you’re looking for. If you’re using Klips, optionally select the checkbox to Model your data. If you’re using PowerMetrics, which requires modelled data sources, you’ll automatically enter the modeller after clicking Continue. Learn more about modelling data sources.
- Click Continue.
- Name, choose refresh settings, and, optionally, share your data source. st
- Click Save.
How do I create a Trello custom Klip?
You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!
More about Trello's API and queries
Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:
If you need assistance using APIs, enlist a data analyst or developer.
Refer to the Trello API documentation to discover more data requests.
See the reference table below for API related information and sample queries.
| API Documentation | Trello API documentation |
|
Authentication Method |
API Key Authentication |
| Response Format | JSON |
| Sample Queries |
For a list of private Trello boards:
For a list of the lists in your board:
|