---
title: "Import2 Wizard and Trello: Easily Import CSV Files"
description: "Save hours adding Trello cards to a board by using the Import2 Wizard and Trello with step-by-step instructions."
canonical: "https://adamtheautomator.com/import2-wizard-and-trello/"
---

# Import2 Wizard and Trello: Easily Import CSV Files

> Save hours adding Trello cards to a board by using the Import2 Wizard and Trello with step-by-step instructions.

Source: https://adamtheautomator.com/import2-wizard-and-trello/

---

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![Import2 Wizard and Trello: Easily Import CSV Files](https://adamtheautomator.com/wp-content/uploads/2020/12/How-To-Import-A-CSV-Into-Trello-Using-Import2-Wizard.jpg)

# Import2 Wizard and Trello: Easily Import CSV Files

[![](https://secure.gravatar.com/avatar/3af64110e538c07a01fd9f0782f700ce6ed2d798bbf7b120e299d375eca5b0b3?s=192&d=mm&r=g)Arman Castillote](https://adamtheautomator.com/author/arman-castillote/)18 December 20206 min. read

Categories: [IT Ops](/category/it-ops/)

Tags:[Trello](/tag/trello/)

Table of Contents

*   [Prerequisites](#h-prerequisites)
*   [Building a CSV File](#h-building-a-csv-file)
*   [Creating a Trello Connection](#h-creating-a-trello-connection)
*   [Uploading the CSV File](#h-uploading-the-csv-file)
*   [Field Mapping Using Import2 Wizard and Trello](#h-field-mapping-using-import2-wizard-for-trello)
*   [Mapping Name](#h-mapping-name)
*   [Mapping Description](#h-mapping-description)
*   [Mapping The List Using Lookup Field](#h-mapping-the-list-using-lookup-field)
*   [Mapping Members](#h-mapping-members)
*   [Mapping Due Date](#h-mapping-due-date)
*   [Completed Fields](#h-completed-fields)
*   [Custom Fields](#h-custom-fields)

Trello is a powerful tool that lets you have a personal to-do list or a project management system for your team. But, if you have many tasks to add, manage, and keep track of, you’ll be wasting much of your time creating cards, modifying the fields, and assigning each card to the team. Using the Import2 Wizard and Trello cuts down on this wasted effort dramatically.

Not a reader? Watch this related video tutorial!

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Using the Import2 Wizard and Trello allows you to use simple CSV files to import data right into Trello!

Say goodbye to the tedious manual card creation and time-consuming task management. Because by the end of this tutorial, you will be able to utilize this powerful tool to work hand-in-hand dynamically with your Trello board.

## Prerequisites

There will be step-by-step instructions on each section of this article. So if you’d like to follow along, make sure you have all the requirements below.

*   Microsoft Excel or a similar tool to create and view a CSV file
*   A Trello account. You can [_create an account_](https://trello.com/signup) for free if you don’t have one yet.
*   A _[Trello board](https://help.trello.com/article/707-creating-a-new-board)_ and with various [_Lists_](https://help.trello.com/article/744-adding-lists-to-a-board). Take a look at the [_board_](https://trello.com/b/jvaPtURP/import2-test) used and [_make a copy_](https://help.trello.com/article/802-copying-cards-lists-or-boards) for yourself. if you’d like to follow along step by step.
*   Import2 Wizard also requires an account. You can [_create one_](https://appw.import2.com/sign_up) and you will be signed up automatically for a 14-day free trial.

## Building a CSV File

To import many Trello cards at once using the Import2 wizard, you’ll first have to create a CSV file with rows representing Trello cards. The CSV File can be compiled in an Excel spreadsheet or or Google sheets. You can download an example CSV file template [_here_](https://gist.github.com/acast15/f4095f432f4c6ee13d72c931203abed6#file-import-test-csv). This CSV file contains all of the fields you’ll need to send to the Import2 wizard.

![CSV file with fields for Import2 wizard](https://adamtheautomator.com/wp-content/uploads/2020/12/CSV4.png)

CSV file with fields for Import2 wizard

**_Related: [Managing CSV Files with PowerShell](https://adamtheautomator.com/import-csv/)_**

Your CSV file, as shown above, should have the following columns:

*   **Name –** represents the name of the Trello card
*   **Description** – Any additional information you want to add to the card’s description field
*   **List –** This represents the list the card will be created in
*   **Members –** A semi colon-delimited set of one or more full names of the Trello board members to assign to the card.
*   **Due Date –** Take note of its format (_MMM DD, YYYY HH:MM AM/PM_) to avoid getting errors during the import process like in the screenshot below. A good example of a due date would be, _Nov 08, 2020 02:00 PM_.

![Due Date Mapping Error](https://adamtheautomator.com/wp-content/uploads/2020/12/DueDateError.png)

Due Date Mapping Error

*   **Completed –** This field can either be Yes or True indicating if the card will be archived or not upon import.
*   The last three columns in the example above are for the [Custom Fields](https://www.keepproductive.com/blog/how-to-create-trello-custom-fields) built into the [_example Trello board_](https://trello.com/b/jvaPtURP/import2-test) you’re working with. The **Is Paid** and **Member Paid** columns represent the value of a checkbox while the **Link** column represents text.

Since you now have collected your data and saved it as CSV File, you can proceed with importing your CSV in the next section.

**_Related: [Exporting CSV Files with PowerShell](https://adamtheautomator.com/export-csv/)_**

## Creating a Trello Connection

To start the import process, you’ll first need to add a connection between Import2 Wizard and Trello.

1.  After logging in to your account on Import2 Wizard, you’ll get to a dashboard that looks like the one in the screenshot below
2.  Under **CSV Import**, click on **NEW** to start linking Import2 Wizard and Trello

![Import2 Wizard Dashboard](https://adamtheautomator.com/wp-content/uploads/2020/12/Dashboard.png)

Import2 Wizard Dashboard

3.  Next, click on the **What are you importing?** drop-down box.
4.  Choose **Add New Connection.**

![Linking Trello Board](https://adamtheautomator.com/wp-content/uploads/2020/12/AddNewConnection.png)

Linking Trello Board

5.  Next, scroll down and look for Trello or simply search for _trello_ in the search box just like what you see below, then click **ADD**.

![Add Import2 Wizard Connection to Trello](https://adamtheautomator.com/wp-content/uploads/2020/12/AddTrello.png)

Add Import2 Wizard Connection to Trello

6.  Now authorize Import2 Wizard’s access to your Trello account by scrolling down and clicking on **Allow**.

![Authorize Import2 Wizard's Access to Trello](https://adamtheautomator.com/wp-content/uploads/2020/12/Allow.png)

Authorize Import2 Wizard’s Access to Trello

7.  After adding the Trello connection in the section above, a page will pop-up like what you see in the following screenshot. Click the drop-down box in the middle and choose the _Import2 Test_ Trello board (if you’re using the example Trello board), then click **ADD CONNECTION**.

![Selecting Trello Board](https://adamtheautomator.com/wp-content/uploads/2020/12/AddBoard.png)

Selecting Trello Board

8\. On the “**What are you mapping?**” click the drop-down box and choose **Cards**.

9\. For the “**What do you want to do**?” option, choose the **Add new records.**

10\. Then for the “**How often?**” drop-down box, you can choose either **One-time** or **Auto import**_._

> _The auto import feature is nice if you need to perform regular uploads of CSV data._

![Choose Actions to Perform for the Import](https://adamtheautomator.com/wp-content/uploads/2020/12/ToImport.png)

Choose Actions to Perform for the Import

## Uploading the CSV File

To complete the import settings, you now need to upload the CSV file to Import2 Wizard. Follow these steps by using the screenshot below as a reference.

Click on the **CHOOSE FILE** button and select the CSV file to upload as shown below.

![Choose CSV File to Upload](https://adamtheautomator.com/wp-content/uploads/2020/12/ChooseCSV2.png)

Choose CSV File to Upload

Once you’re done with the import settings, click on **Continue** at the bottom of the page.

At this point, you’ve successfully configured the import settings. Proceed with mapping the CSV Columns to their corresponding Fields in Trello.

## Field Mapping Using Import2 Wizard and Trello

Now that the CSV file is uploaded, it’s time to map the columns of the CSV file to the corresponding fields of the cards in your Trello board. Take a look at the screenshots below showing where each CSV field maps to on your Trello card.

![Standard Fields Correlating to Columns in the CSV File](https://adamtheautomator.com/wp-content/uploads/2020/12/Arrows1.png)

Standard Fields Correlating to Columns in the CSV File

![Custom Fields Correlating to Columns in the CSV File](https://adamtheautomator.com/wp-content/uploads/2020/12/Arrows2.png)

Custom Fields Correlating to Columns in the CSV File

> __The Columns in the CSV file are listed in the left-most drop-down box under **Field Mappings**, while the one next to it represents the Fields for the cards in your Trello board. See the screenshot below for reference. Also, the Fields in the drop-down box on the right are grouped into three; **Standard Fields, Lookup Fields** and **Custom Fields**.__

![Mapping The Name of Cards](https://adamtheautomator.com/wp-content/uploads/2020/12/MapName.png)

Mapping The Name of Cards

### Mapping Name

To map the Name field, click and choose **Name** on both drop-down boxes, then click the **SAVE** button to proceed with mapping other data. Keep in mind that the **Name** option is a _Standard Field_ that represents the name of the cards.

### Mapping Description

Next up is the **Description** field and this is also a _Standard Field_ where you can put in additional information about the card on your Trello board. As illustrated below, choose the **Description** option from both drop-down boxes and click **SAVE**.

![Mapping The Description Field](https://adamtheautomator.com/wp-content/uploads/2020/12/MapDescription.png)

Mapping The Description Field

### Mapping The List Using Lookup Field

The screenshot below illustrates the third _Standard Field_ we’re mapping, which is the List column from the CSV file. Mapping a list will be a bit different because you will need to use a Lookup Field. The lookup field is a way to ensure that the cards are imported to their corresponding lists in the Trello board.

Choose the **List** option from the first two drop-down boxes, then select **Name** as the _Lookup Field_ and click **SAVE**.

![Mapping the Lists to Trello using Lookup Field](https://adamtheautomator.com/wp-content/uploads/2020/12/MapList.png)

Mapping the Lists to Trello using Lookup Field

### Mapping Members

Just like in the previous section, the **Members** can also be mapped to each card using _Lookup Field_. There are three options you can choose from in the Lookup Field; **Username, ID** and **Full Name,** and in this case, we used the **Full Name** because the member’s full name is on the CSV file.

As illustrated below, choose the **Members** option from the first two drop-down boxes, select **Full Name** as the _Lookup Field_ and click **SAVE**.

![Mapping the Members to Trello Cards](https://adamtheautomator.com/wp-content/uploads/2020/12/MapMembers.png)

Mapping the Members to Trello Cards

### Mapping Due Date

The **Due Date** field is a bit tricky because the Due Date field’s format in Import2 Wizard should be the same as the Due Date column’s format in the CSV file. The format should be like this (_MMM DD, YYYY HH:MM AM/PM_). Take a look at the screenshots below for the comparison.

![CSV Due Date Format](https://adamtheautomator.com/wp-content/uploads/2020/12/DueDateFormatCSV.png)

CSV Due Date Format

![Import2 Wizard Due Date Format](https://adamtheautomator.com/wp-content/uploads/2020/12/DueDateFormat.png)

Import2 Wizard Due Date Format

Otherwise, you’ll see an error icon just like in the screenshot below.

![Due Date Mapping Error](https://adamtheautomator.com/wp-content/uploads/2020/12/Error.png)

Due Date Mapping Error

To map the Due Date field, perform these steps by using the image below as reference.

1.  Choose the **Due Date** option from the first two drop-down boxes
2.  Make necessary adjustments to the format then click **SAVE**

![Mapping the Due Date Field](https://adamtheautomator.com/wp-content/uploads/2020/12/MapDueDate.png)

Mapping the Due Date Field

### Completed Fields

Just as mentioned in a previous section, marking a **Completed** field with either a “**Yes**” or “**True**” value, will archive the corresponding card.

Follow these steps by using the image below as a reference.

1.  Choose the **Completed** option from the first drop-down box
2.  Then in the drop-down box on the right side, choose **Closed** and click **SAVE**

![Mapping Completed Field](https://adamtheautomator.com/wp-content/uploads/2020/12/MapCompleted.png)

Mapping Completed Field

### Custom Fields

Mapping _Custom Fields_ is no different than with the _Standard Fields_. At this point, there are only three fields left to map; **Is Paid Task, Member Paid** and **Link**. See the following image as your reference.

Follow these steps for each _Custom Field_ one at a time.

1.  Choose the CSV column from the first drop-down box
2.  Then select the corresponding custom field on the second drop-down box and click **SAVE**.

![Mapping Custom Fields](https://adamtheautomator.com/wp-content/uploads/2020/12/MapCustomFields.png)

Mapping Custom Fields

After mapping all the fields, click on the **START IMPORT** button to import data into Trello using Import2 Wizard. It will take some time to complete the process depending on the volume of data you’re importing.

The result would look like what you see below, or you can also open up your Trello board to see the cards get automatically imported one after another.

> __To check the archived cards in Trello, click on the **Show Menu** button at the right side of the page → **More** → **Archived Items**__

![Import Process Complete](https://adamtheautomator.com/wp-content/uploads/2020/12/Import_Process.gif)

Import Process Complete

Import2 Wizard is definitely something that you would want to get your hands on for your business, so make sure to also [_check the packages_](https://www.import2.com/pricinghttps://www.import2.com/) that they offer along with the FAQs.

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