How to migrate your tasks from Trello to Microsoft Planner - Step 1/3: Extract | vlog 93/365

2 min read 1 month ago
Published on Aug 03, 2024 This response is partially generated with the help of AI. It may contain inaccuracies.

Table of Contents

Introduction

This tutorial will guide you through the process of migrating your tasks from Trello to Microsoft Planner. In this first step, we will focus on extracting your tasks from Trello and saving them in a format that can be imported into Microsoft Planner. This process involves exporting your Trello board as a JSON file and then converting it into a CSV file for easier handling.

Step 1: Export Tasks from Trello

To begin, you need to export your tasks from Trello. Follow these steps:

  1. Access Your Trello Board

    • Open the Trello board that contains the tasks you want to migrate.
  2. Open the Menu

    • Click on the "Show Menu" button on the right side of the board.
  3. Navigate to Export Options

    • Click on "More" in the menu.
    • Select the option "Print and Export."
  4. Export as JSON

    • Since exporting to CSV is only available in the business class version of Trello, select "Export as a JSON file."
    • This action will generate a JSON file containing your board's data.

Step 2: Convert JSON to CSV

Now that you have the JSON file, the next step is to convert it to CSV format. Here's how to do it:

  1. Choose a JSON to CSV Converter

    • Use a reliable third-party service to convert your JSON file. A recommended tool is Convert JSON to CSV.
  2. Copy JSON Content

    • Open your JSON file in a text editor and copy all the content.
  3. Paste into the Converter

    • Go to the JSON to CSV converter tool.
    • Paste the copied JSON content into the designated area.
  4. Download the CSV File

    • The tool will automatically convert the JSON into CSV format.
    • Click the download button to save your CSV file to your computer.

Conclusion

In this first step, you successfully extracted your tasks from Trello by exporting them as a JSON file and converting that file into CSV format. The next step will involve cleaning up the CSV file to prepare it for import into Microsoft Planner. Stay tuned for the next tutorial where we will continue this process.