Trello Setup

Introduction

The Peoplelogic.ai Trello integration allows you to authorize Peoplelogic to aggregate events from your Trello boards.  See What Events Does Peoplelogic.ai Process from Trello for more information on the events that Peoplelogic.ai aggregates.

Prerequisites

You must have admin access to your Peoplelogic.ai account.  If you don't, point your administrator to this page to have them set up the integration.


The Trello integration will match users in Trello to your employees by name.  If the name in Trello is not the name you entered into Peoplelogic, you'll need to add a mapping on the employee profile in Peoplelogic.ai.  See Mapping External Usernames to Employees for more information.

Configuration

Now it's time to set up Peoplelogic.ai.  First, click the + icon near the top right of the Peoplelogic.ai interface and then click Add Integration.



Next, find Trello and click Connect to Trello:



Next, you'll be taken to Trello to authorize the connection between Peoplelogic.ai and Trello.  Select your account and then you'll screen like the one below:



Click the green Authorize access button to complete the process and it should take you back to the screen showing your integration listed among the active integrations.

Testing

Peoplelogic.ai will start to aggregate the events as soon as the connection is established and you should see events showing in the main dashboard timeline.  If you don't see any events and you know there has been activity in your accessible Trello accounts, please contact Peoplelogic.ai Support.

Updated on: 17/11/2023