Trello integration

The Trello integration pulls your existing work into FieldLabel automatically. Connect a Trello account, point FieldLabel at the board that holds your jobs, and your Trello cards become Jobs while the company names on those cards become Customers. After the first import, FieldLabel keeps everything in sync in real time.

Pro plan

The Trello integration is available on the Pro plan and above. Compare plans →

Connecting, importing, and disconnecting are admins only. Members can open the Integrations pages to view connection status and field mappings, but the action buttons are replaced with a “You need admin permissions” message for them.

What Trello syncs

When you connect Trello and run an import, FieldLabel maps your board like this:

• Cards → Jobs. Each card on your chosen board becomes a Job in FieldLabel.
• Company custom field → Customers. During setup you pick a Trello custom field that holds company names. FieldLabel creates a Customer from that field and links each Job to its company.

After the initial import, Trello webhooks keep things current: cards and the company custom field are synced automatically (create, update, and delete) without you running another import.

You can always see exactly how source fields line up with FieldLabel records in the Data Mapping table on the Trello page.

Connect and set up Trello

Setup happens in two parts: authorizing Trello, then telling FieldLabel which board and field to use.

1. Go to Settings → Integrations.
2. Click the Trello card. (If your plan is below Pro, the card shows a Pro lock badge — upgrade first.)
3. On the Trello page, click Connect Trello and authorize access in Trello.
4. You return to a setup screen. On Select Your Board, choose the Trello board that contains your jobs, then click Next.
5. On Select Company Field, choose the custom field that holds company names, then click Complete Setup.
6. When setup completes, you’ll see your Board and Company Field. Click Go to Integrations — the Trello card now shows Connected.

Caution

Trello needs a custom field that stores company names — that field becomes the Customer in FieldLabel. If your board has no custom fields, add one in Trello to store company names, then try setup again.

A few things to know:

• If you connect but leave before finishing the wizard, the Trello card shows a Setup Required badge and the page offers a Continue Setup button to pick the board and company field. The integration only syncs once setup is fully complete.
• Configuring the board also creates a Trello webhook for real-time sync. If the webhook can’t be created, you can still use manual Import Data.
• To change the board or company field later, use Reconfigure on the Trello page.

Note

Connecting only links your Trello account — it doesn’t import anything yet. Run Import Data to pull your existing cards in.

Import data from Trello

Once Trello is connected with a board and company field configured, run a one-time bulk import to bring your existing cards into FieldLabel.

1. Go to Settings → Integrations and open the Trello page (it must show Connected).
2. Click Import Data.
3. In the Import from Trello dialog, review what it will do: import all cards as Jobs, create Customers from your chosen company field, and update existing imported items without creating duplicates.
4. Click Start Import and wait for it to finish.
5. Review the results — Companies Created/Updated, Jobs Created/Updated, and any Errors. If there are failures, click Download Error Log to save a .txt list.
6. Click Done.

The import is idempotent: re-running it updates existing imported records (matched by their Trello ID) rather than creating duplicates. After the import, Trello webhooks keep card and custom-field changes flowing automatically.

Disconnect Trello

Disconnecting stops future syncing but keeps everything you’ve already imported.

1. Go to Settings → Integrations and open the Trello page.
2. Click Disconnect.
3. In the confirmation dialog, review the effects: it stops webhook sync, requires reconnecting to sync again, and does not delete any imported data.
4. Click Disconnect to confirm.

Disconnecting removes the stored connection and deletes the Trello webhook, but your previously imported Customers and Jobs stay in FieldLabel. Disconnect is available even if your plan no longer includes the integration.

Related

• Integrations overview — how integrations work and what else is available
• Jobber integration — sync clients and jobs from Jobber
• Customers and Jobs — the records Trello imports create
• Plans & pricing