How to Export CSV Data from Trello and Import It into clariBI

Trello organizes work using boards, lists, and cards. You can export your board data and import it into clariBI to analyze task progress, workflow bottlenecks, and team productivity with AI-powered insights.

What You Can Export from Trello

• Card (task) names, descriptions, and list positions
• Card labels, due dates, and completion status
• Card members (assignees)
• Checklist items and progress
• Card creation dates and last activity dates
• Custom field values (Power-Up dependent)
• Board lists and their card counts
• Card comments and activity logs (JSON export only)

Export CSV Data from Trello

Method 1: Export Board as CSV (Premium/Business Class Feature)

1. Log in to your Trello account at trello.com
2. Open the board you want to export
3. Click the Menu button (three dots or "Show menu") in the top right corner
4. Click More to expand additional options
5. Select Print, export, and share
6. Click Export as CSV
7. The CSV file will download with all card data from the board including card names, lists, labels, due dates, and members
8. Note: CSV export requires a Trello Premium, Business Class, or Enterprise subscription

Method 2: Export as JSON and Convert to CSV (Free Plan)

1. Open the board you want to export
2. Click the Menu button in the top right
3. Click More > Print, export, and share
4. Select Export as JSON
5. Save the JSON file to your computer
6. Open the JSON file in a conversion tool (search for "Trello JSON to CSV converter" online, or use a tool like json-csv.com)
7. Map the fields you want: card name, list name, due date, labels, members
8. Download the converted CSV file

Method 3: Use a Trello Power-Up for Export

1. Open your Trello board
2. Click Power-Ups in the top menu
3. Search for an export Power-Up such as "Export for Trello" or "Board Export"
4. Add the Power-Up to your board
5. Open the Power-Up settings and configure the export fields
6. Click Export and choose CSV format
7. Download the CSV file

Tips for Clean Exports

• Organize your board with consistent list names (e.g., To Do, In Progress, Done) before exporting so the list column serves as a useful status field in clariBI
• Use labels consistently for categories or priority levels to enable filtering and grouping in your analysis
• If using the JSON-to-CSV method, include the `dateLastActivity` field to track when cards were last updated

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Trello - Sprint Board Export")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "How many cards are in each list, and what is the distribution by label?"
- "Which cards are overdue and who are they assigned to?"
- "Show me the average time cards spend in the In Progress list before moving to Done."

clariBI's AI will automatically analyze your data and suggest relevant insights.