Board Export+ Power-Up Guide
Export Trello boards, lists, and cards into client-ready files — then schedule delivery when you need it.
Formats: CSV · XLSX · JSON · PDF · PNG · DOCX · ZIP
Video guides
Follow the updated Power-Up in two short walkthroughs. Both include English narration, captions, and on-screen pointers. Watch them in order, then use the reference sections below when you need a reminder.
1. Export & Reports — 2:21
Choose lists, search fields, add member columns, arrange columns, preview an Excel export, save and reuse presets, and generate a PDF report.
Watch Export & Reports on YouTube
2. Google Sheets & Automations — 2:38
Connect Google, choose a spreadsheet and worksheet, select fields and filters, review a completed sync, and create a weekly export schedule. Learn how to pause and resume both workflows.
Watch Google Sheets & Automations on YouTube
Google Sheets sync runs one way, from Trello to Sheets. The demo sync and schedule are paused at the end. Scheduled exports and automated delivery require Pro.
Browse the Board Export+ video playlist
Quick start
- Open Board Export+ from a board, list, or card.
- On Export, set filename, lists, fields, and filters.
- Pick a format in the footer.
- Click Preview, then Export.
Most exports finish quickly and download right away. Larger exports are queued in the background — check History if the download does not start within a few seconds.
Google Sheets sync
Google Sheets sync is now available in production. It sends Trello data one way, from Trello to Sheets; editing the spreadsheet does not change your Trello cards. Sync is a Pro feature and is available during the Pro trial.
Open the full-size Google Sheets sync guide
- Open Google Sheets in Board Export+ and connect your Google account.
- Choose Create new to make a spreadsheet, or Select existing to choose one with Google Picker. Google access is limited to files you create or select for the app.
- Select a worksheet, then choose your Trello fields. Card IDs stay in column A to match rows; Board Export+ manages A:I and preserves your columns J onward.
- Use optional list or label filters to narrow the sync. Review the destination, fields, and matching cards before selecting Review new sync and Start new sync.
- Wait for Completed in Sync history, then open the spreadsheet to check the result.
- Use Sync Now for a manual update, Pause to stop automatic updates, and Resume to restart them.
If the worksheet selection is blank, choose a worksheet before reviewing. If Google needs to be reconnected, reconnect the account and review the sync status before resuming.
Updated fields, reports, and automations
- Fields on Export: search and select columns in the compact Fields menu, then use Arrange columns to set their order. The full Fields page remains under More.
- People and Labels: choose member names, usernames, initials, assigned member count, and label count as export columns.
- Reports: choose a PDF report template, define which lists mean completed work, preview the metrics, and generate the report.
- Automations: name a schedule, choose its cadence, local time and time zone, then review its next run and delivery settings. Download retention can be used without an email recipient or webhook. Email and webhooks require verified destinations.
- History: find completed files under More → Export history, download them again while available, or reuse an earlier export setup.
Export — set up the export
Name the file, choose lists and fields, add filters, then export.
| Step | What to do |
|---|---|
| Filename | Name the export so you can find it later. |
| Preset | Start from a saved layout, or keep a custom setup. |
| Lists | Include only the lists you need. |
| Fields | Pick the data columns for this run. |
| Filters | Narrow the export to matching cards. |
| Format | Choose CSV, XLSX, JSON, PDF, PNG, DOCX, or ZIP. |
| Preview / Export | Check the output, then download (or queue for History). |
The footer always shows readiness, card/list counts, format, and active filters.
If you enable comments or activity fields, Board Export+ loads that data from Trello when the export runs (not during the initial preview).
Fields — choose columns
Pick exactly what appears in the file, reorder columns, and save the layout.
| Control | What it does |
|---|---|
| Drag handles | Reorder columns. |
| X | Remove a column. |
| Choose fields / checkboxes | Search for a field and include or remove it. |
| Save as preset | Reuse this field set later. |
Use fewer fields for client reports. Use more fields for backups and audits.
Presets — reuse layouts
Apply a starter layout, or save your current setup for one-click reuse.
| Area | What it does |
|---|---|
| Your presets | Name and save the current setup. |
| Starter presets | Ready-made layouts (spreadsheet, backup, weekly status, and more). |
| Apply preset | Load that layout into Export and Fields. |
After applying a preset, review Export and Fields — especially if you change format.
Your plan limits how many saved presets you can keep (shown as 0/24 style counters).
Schedule — automate delivery
Open Automations to set cadence, local time, retention, and delivery targets.
| Step | What to do |
|---|---|
| When to run | Name the schedule, pick daily/weekly, set local time. |
| Next run | Confirm the timezone-aware next run time. |
| Retention & sharing | Keep downloads for N days; optionally create a client share link. |
| Verify delivery | Verify email recipients and webhook endpoints before use. |
| Save | Activate the schedule. |
Email: add recipient → open verification email → paste token → select verified recipient → save.
Webhook: paste URL → complete challenge verification → select endpoint → enable webhook delivery → save.
Schedules, email, and webhooks require Pro (or an active trial).
History — past exports
Open More → Export history to track completed runs, download files, and reuse past settings. Queued interactive exports also appear here while they run.
| Area | What it does |
|---|---|
| Quick stats | Totals for exports, completed runs, scheduled jobs, and share links. |
| Format & status | See file type and job status at a glance. |
| Download | Get the file while it is still retained. |
| Reuse settings | Reload that export’s setup into the modal. |
Status values include Queued and Processing for interactive exports still running. If an export is queued and the download does not start within about 30 seconds, Board Export+ shows a message to check History when it is ready.
For scheduled jobs, status can also show delivery progress, such as Delivery queued, Delivering, Delivered, or Delivery failed.
Advanced — branding & defaults
Set workspace branding and fallback defaults used when Trello does not pass context.
| Setting | What it does |
|---|---|
| Company / workspace name | Brand name on PDF, PNG, and DOCX reports. |
| Tagline | Optional subtitle on reports. |
| Logo URL | Optional logo on reports. |
| Default format | Preferred format for new exports. |
| Default scope | Board / list / card when Trello does not pass one. |
These branding values are stored locally for the modal. Power-Up preferences live in Settings.
Settings & billing
Open More → Power-Up settings for connection and preferences. Use More → Workspace & billing to review Personal Pro or Workspace Pro and manage the relevant subscription.
Connection & preferences
| Area | What it does |
|---|---|
| Account | See connection status; reconnect or disconnect. |
| Export defaults | Preferred format, scope, and filename pattern. |
| Dates & time | Timezone and date/time display style. |
| Export history | Save recent exports and set retention days. |
Plans
Start with a 14-day Pro trial, without a card. After the trial, Free permits up to 5 successful exports total in CSV or JSON per Trello account, shared across both formats and all accessible boards and workspaces. The allowance does not reset monthly; previously completed Free exports count toward the five. Other formats require an active trial or Pro access.
Personal Pro covers one Trello account across accessible boards and workspaces. Workspace Pro covers all boards and members in one Trello workspace. Compare the current monthly and annual options on the Board Export+ pricing page.
Prices exclude applicable taxes, calculated at checkout. Pro raises limits for saved presets, history and retention and enables schedules and automated delivery. Existing workspace subscriptions retain their coverage. No lifetime or extra-board offer is listed in the current plans.
See the dedicated Board Export+ pricing page for current prices and full terms. Open More → Workspace & billing, choose personal or workspace billing, and subscribe or use Manage billing. Existing subscribers retain their current billing terms and can manage renewals and cancellation through Manage billing.
Formats at a glance
| Format | Best for |
|---|---|
| CSV / XLSX | Spreadsheets and analysis |
| JSON | Backups, migrations, integrations |
| PDF / PNG / DOCX | Client-ready report layouts |
| ZIP | Attachments plus a manifest |
Not every option applies to every format. Branding matters most for reports. Field order matters most for tabular files.
Troubleshooting
Export is blocked
Check the Export readiness message. Usually you need cards/lists selected, or tabular fields for CSV/XLSX/JSON.
Export queued but no download
Open History and wait for status to change from Queued or Processing to completed, then download from there.
Schedule did not run
Confirm the schedule is active and the timezone/time are correct. Download retention can work on its own; verify and select recipients or endpoints only when using email or webhook delivery.
Email verification missing
Check spelling and spam, then resend verification.
Webhook verified but nothing arrives
Confirm webhook delivery is enabled on the schedule and the verified endpoint is selected.
Format requires Pro
PDF, PNG, XLSX, DOCX, ZIP, Google Sheets sync, schedules, email, and webhooks need Pro or an active trial. Upgrade from Workspace & billing.
Privacy
Board Export+ may store access tokens, export settings, schedules, templates, job history, and retained files. Treat downloads and share links as sensitive when they include client or member data.