{"id":1726,"date":"2023-05-04T23:43:00","date_gmt":"2023-05-05T06:43:00","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=1726"},"modified":"2025-05-15T10:50:54","modified_gmt":"2025-05-15T08:50:54","slug":"migration-from-trello-to-planfix","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/tips\/migration-from-trello-to-planfix\/","title":{"rendered":"Migration From Trello to Planfix"},"content":{"rendered":"
Planfix<\/span><\/a><\/span><\/div>\n\n\n
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Planfix is introducing another new feature. We’ve added “Import data from other services” to the “Integrations” section. As of now, this includes an option to import from Trello. Whether you migrate from this service or not is up to you, but it\u2019s important to ensure that the possibility exists and that it’s easy and convenient. So, let’s talk more about it.<\/p>\n\n\n\n

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Step #1: Starting the Import Process<\/strong><\/h2>\n\n\n\n

To start the import, go to “Account Management” – “Integrations” – “Import data from other services” – “Trello.” A window with import settings will open, and you\u2019ll need to enter the authorization token. You can get it from a particular link:<\/p>\n\n\n\n

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Start import.
Please note that clicking the link will open a pop-up window. Your browser may block such windows. Make sure these are allowed and repeat the process if it doesn’t work the first time.<\/p>\n\n\n\n

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Step #2: Permit Planfix to Interact with Trello<\/strong><\/h2>\n\n\n\n

In the end, you’ll see a window like this:<\/p>\n\n\n\n

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Permit Planfix to interact with Trello.
Give Planfix access to your Trello account.<\/p>\n\n\n\n

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Step #3: Get the Authorization Token<\/strong><\/h2>\n\n\n\n

The system will then return to the import settings window – the authorization token will be added automatically:<\/p>\n\n\n\n

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Get the Authorization Token.
Click the Import button.
That’s it! Simple and convenient.<\/p>\n\n\n\n

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Important Technical Component of the Import Trello Board<\/strong><\/h2>\n\n\n\n

\u2014 For tasks from Trello, Planfix creates a new process: “Trello – Board Name.”<\/p>\n\n\n\n

\u2014 This process creates statuses that correspond to Trello columns. The same status will be used if one exists.<\/p>\n\n\n\n

\u2014 The new process includes a system status “Draft” and statuses from the Trello board. There are transitions from all statuses to all others for the assigner, auditors, and assignees.<\/p>\n\n\n\n

\u2014 A planner is created for the new process.<\/p>\n\n\n\n

\u2014 Trello cards are imported as tasks.<\/p>\n\n\n\n

\u2014 Participants are imported into Planfix as contacts with basic access (limited access via a personal account), or contacts that have already been created are used. Searching for existing contacts is done using the email listed in the Trello account, provided the token owner has access to it in Trello:<\/p>\n\n\n\n