CB Trello with Sharepoint Tasks Synchronization
Trello with SharePoint Tasks Synchronization from connecting software runs in the cloud and it syncs all your SharePoint tasks with Trello cards. This will allow you to manage all your projects in a much more organized and flexible way.
Moreover Trello syncs your cards across all your devices. Use intuitive apps for Android, iPhone or iPad.
This document contains information for users on how to purchase, activate, configure and manage Trello with SharePoint Tasks Synchronization service.
2. System Requirements
- Internet access to our portal (https://saas.connecting-software.com/)
- Single Trello user (login and password)
- Single SharePoint user – Site collection administrator (login and password)
- SharePoint must be accessible to our SaaS portal
To purchase “Trello with SharePoint Tasks Synchronization” product, visit our webpage @ www.connecting-software.com and choose “Trello with SharePoint Tasks Synchronization” from the products menu as shown in the figure below.
From the “Trello with SharePoint Tasks Synchronization” product page shown in the figure below, click the pricing tab .
From the pricing page shown below start your free trial or purchase one of the plans.
Complete your purchase profile and place your order by clicking the “Place Order” button.
Once done, you will see an order confirmation on the screen.
You will get 2 emails from us. An order confirmation email and a guidelines email.
Click the link pointing to our SaaS portal from step 1 in the guidelines email to access your SaaS portal and configure your “Trello with SharePoint Tasks Synchronization” .
4. Logging in to SaaS portal
After clicking the link shown before in figure 6 pointing to our SaaS portal [https://saas.connecting-software.com/], you need to login to your SaaS portal account if you have one already or create a new one.
Now, you need to configure “Trello with SharePoint Tasks Synchronization”
The following chapter describes the configuration process of “Trello with SharePoint Tasks Synchronization”
5.1 Creating a New Configuration
To create a new configuration, click “Configuration -> Trello with SharePoint Tasks Synchronization -> Configuration” to open the main configuration page.
From the main configuration page, click “Create New” as shown in the figure below
5.2 Configuration Settings
Fill in the new configuration settings form shown below with you SharePoint and Trello details.
5.2.1 SharePoint Settings
- SharePoint address: The address of your SharePoint Server. It could be an online or on-prem SharePoint server, however on-prem SharePoint servers must allow connections from our SaaS Portal. For on-prem SharePoint servers please contact your administrator or contact us for assistance.
- User: The SharePoint user. A user with sufficient access rights is required
- Password: The password of the SharePoint user.
5.2.2 Trello Settings
Alias: Name for this configuration for easier identification
Token: Token to access Trello for updating the cards. Token can be easily obtained by:
- Clicking “Get Trello Token” to display the page from where you need to grant our Service access to your Trello account.
- Login” to your Trello Account or “switch accounts” to the desired Trello account
- Click “Allow” to grant access as shown in the figure below
- Token will be displayed on the screen.
- Copy the token and paste in the token filed on the settings form
5.2.3 Synchronization Settings
- Sync Schedule: The time interval between the synchronization iterations. In other words, how often you want the service to check for updates on Trello and SharePoint. You can set the time interval in seconds, minutes or hours.
- Note: Smaller interval is better for faster and better synchronization but it increases the traffic.
- Primary System: Changes done at the primary system will override the changes done at the replica system.
- Replica System: Changes done at the replica system will be overridden by the changes done at the Primary system
- Sync Direction: sync direction affects how changes will be applied to both primary and replica systems. Possible values are “One Direction” and “Both Directions”.
|Action||One Direction||Both Directions|
|Starting||Items from the primary system gets added to the replica system but items from replica will NOT get added to primary||Items from the primary system gets added to replica system and items from the replica system gets added to the primary system|
|Add||Adding new items to the primary system, adds them to primary & replica systems.||Adding new items to the primary system, adds them to the primary and the replica systems.|
|Adding new items to the replica system, adds them only to the replica system and does NOT add them to the primary system||Adding new items to the replica system, adds those items to the primary and the replica systems.|
|Update||Updating synchronized items at the primary system, updates those items at the primary system and the replica system||No concept of primary nor replica systems. Always check for latest modification time and the system with latest modification time wins.|
|Updating synchronized items at the replica system, updates those items at the replica system, does NOT update the items at the primary system, and undo the updates at the replica system upon the next sync iteration with the primary system.|
|Delete||Deleting synchronized items from the primary system, deletes those items from the primary and the replica systems.||Deleting synchronized items from the primary system, deletes those items from the primary and the replica systems|
|Deleting synchronized items from the replica system, deletes those items only from the replica system, does NOT delete them from the primary system, and restores them back to the replica system upon the next sync iteration with the primary system||Deleting synchronized items from the replica system, deletes those items from the replica system, doesn’t delete them from the primary system, and restores them back to the replica system upon the next sync iteration with the primary system|
After filling in the new configuration settings form. Please test your connection to your SharePoint site and your Trello account by pressing the “Test Connection” buttons from each section. As shown in the below figure, once your connections succeed, click “Create” to save the configuration.
Now you configuration is saved as shown in the figure below
5.3 Editing a configuration
If you would like to make any changes to the SharePoint or Trello settings, you can click the burger menu icon and choose edit as shown in the figure below
You can edit all the settings that you provided earlier as shown in the figure below
If you made changes and want to save them, then click “Save” otherwise click “Back to List”.
5.4 Trello and SharePoint Mapping
Once you confirm your configuration settings, you need to map between a Trello board from the Trello account and a SharePoint tasks list from the SharePoint site. To do that click the burger menu icon and click mapping as shown in the figure below
As shown below, from the mapping page Click “Create New Mapping”
As shown below, select a Trello board (1) and a SharePoint Tasks List (2) and click “Save” (3).
You can create more than one pair if required. All pairs will be listed on the mapping page as shown below.
You can also delete any pair by clicking the delete link from its row. Once you finish creating the required mapping pairs, click “Back to Configuration”.
5.5 Activating the Service
Before starting the service, you need to activate it. To activate the service click the burger menu icon and select “Activate Service” as shown below to display the “Service Activation” window
Head back to your email and copy the activation code and paste it in the “Service Activation” window. Once you activate the service, you can close the dialog. Steps are shown in the figure below
5.6 Starting & Stopping the Service
Finally, you can start your service by clicking the “Start” button as shown in the figure below.
Please note that once you start the service, your Trello and/or SharePoint might be modified. Modifications will depend on which system was selected as the primary system, which system was selected as the replica system and the synchronization direction. Data traffic will be consumed once the service starts.
You can stop the service any time to pause the synchronization by clicking the stop button as shown below and confirming your action.
5.7 Deleting a Configuration
You can also delete the configuration by clicking the burger menu and selecting “Delete” option and confirming your action by clicking “Delete” from the “Delete Configuration Confirmation” dialog as shown in the figure below.
Warning: By deleting a configuration the configuration will be permanently deleted with all activated subscriptions (even paid ones). These subscriptions are not transferable to other configurations.
6.1 There are no Trello boards and/or SharePoint tasks lists to map
This could happen due to the following reasons:
- No boards on Trello
- No SharePoint Tasks Lists on SharePoint
6.2 Issue: “This list is currently being managed by Project Web App, and cannot be edited directly!”
Reason: This error happens because the service can’t modify SharePoint lists managed by MS Project web app. It happens only when the synchronization is bidirectional or 1 directional where SharePoint is the replica system and Trello is the primary system. The Product doesn’t support lists managed by MS Project web app at the moment.
Resolution: This error could be resolved by choosing another SharePoint List or changing the synchronization to 1 direction while keeping SharePoint as the primary system and Trello as the replica system.
In this document we described how to configure and run the “Trello with SharePoint Tasks Synchronization”. Shall you need any assistance or have further questions please contact the support team of “Trello with SharePoint Tasks Synchronization” at our email address firstname.lastname@example.org or via the support form https://saas.connecting-software.com/Support/Create. We will get back to you as soon as we can.