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Importing a Board from Trello

Oct 30th, 2012 / Import Trello Feature

Want to try out ThetaBoard but have all your data tied up in a different project management system? This post outlines the process of importing your Trello data to ThetaBoard!

Step 1: Export Your Trello Board

To export your Trello data, browse to the Board in Trello and append ".json" to the URL. This will begin the download of json-formatted data in your browser. Alternatively, you can:

  1. In the Trello Board settings drop down select the "Share, Print, and Export..." option.
  2. Click "Export JSON"

Save this file to your desktop.

Step 2: Begin Import Process

Sign in to ThetaBoard and browse to the following URL:

https://app.thetaboard.com/boards/import

If you have access to multiple accounts in ThetaBoard, select the account you wish to import the Board into.

Then, use the browse for the ".json" file you just downloaded from Trello and select it. When you are done, click "Continue".

Step 3: Map Users

You will next need to associate users from your Trello Board with users in your ThetaBoard account. The dropdown on the right shows users who are assigned to your Projects or have access to your account. Select a user for each Trello user and click "Continue" to complete the process.

For best results, add each of the users  on your Trello Board to your ThetaBoard account BEFORE starting this import process. This way you can correctly match up the users. Alternatively, you can map all of the Trello users to a single ThetaBoard account.

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