I am setting up Trello to be used to manage clients and have a large-ish database of contacts that currently resides in a spreadsheet. I am using Contalist powerup to manage my contacts with Trello. Are there any tips for importing this data directly into Contalist without the need to manually input each one? Thanks :)
@Judy Fitzgerald are you a G-Suite user? If so, then I can show you how to read data into Trello from Google Sheets with a high degree of control over how the cards are structured (ie. being able to set custom fields etc.)
If you need to set the actual powerup data on the cards that will not be possible with an API into Trello, it would need to be an import into Contalist
Hi @Iain Dooley - no we don't use G - suite. I am looking to see if I can do a direct import into Contalist. Thanks for the reply
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Thx
Mish
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi @Judy Fitzgerald ,
I know that it has been quite a while since you posted, but I have recently started using Contalist for our business as well. I have been searching online for other users and came across your post.
Do you still use Contalist for your CRM?
We have recently imported contacts from a spreadsheet successfully. I would be happy to chat with you about our experience if you are still a user?
Kind Regards,
Alyce Neale
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.