Configure a Connection Profile

From the CData ribbon, click Get Data and select From Trello connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Trello Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Trello

Trello uses token-based authentication to grant third-party applications access to their API. When a user has granted an application access to their data, the application is given a token that can be used to make requests to Trello's API.

The Trello API can be accessed either via Trello's own Authorization Route, or via OAuth.

Trello Authorization Route

At the moment of registration, Trello assigns an API key and Token to the account.

To activate access via Authorization Route:

1. Set AuthScheme to Token.
2. Retrieve the account's API key:
   • Log into Trello
   • Visit https://trello.com/app-key.
3. Adjust this url: https://trello.com/1/authorize?expiration=never&name=MyPersonalToken&scope=read,write,account&response_type=token&key={Key} changing key to the API key you just obtained.
4. Visit the url.
5. To change the token's expiration time, modify the expiration= field. Legal values are 1hour, 1day, 30days, and never.
6. To authorize the application to use your account, click Allow. Trello redirects you to a page with your token.
7. Set the following connection properties:
   • APIKey = the key found at https://trello.com/app-key.
   • Token = the token you just obtained.

After you have secured both the API key and the Token, you are ready to make requests to the Trello API.

OAuth

Similar to using Authorization, OAuth creates an Application Id and Secret when you create your account. To authenticate via OAuth, from the Web, a Desktop, or a Headless Server, you must set AuthScheme to OAuth, and you must create a custom OAuth application, as described in Creating a Custom OAuth Application.

The following subsections describe how to authenticate to Trello from three common authentication flows:

• Desktop: a connection to a server on the user's local machine, frequently used for testing and prototyping.
• Web: access to data via a shared website.
• Headless Server: a dedicated computer that provides services to other computers and their users, which is configured to operate without a monitor and keyboard.

For information about how to create a custom OAuth application, see Creating a Custom OAuth Application.

For a complete list of connection string properties available in Trello, see Connection.

Desktop Applications

To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.

Get and refresh the OAuth access token:

• InitiateOAuth = GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
• OAuthClientId = the client Id assigned when you registered your application.
• OAuthClientSecret = the client secret that was assigned when you registered your application.
• CallbackURL = the redirect URI that was defined when you registered your application.

When you connect, the add-in opens Trello's OAuth endpoint in your default browser. Log in and grant permissions to the application.

When the access token expires, the add-in refreshes it automatically.

Automatic refresh of the OAuth access token:

To have the add-in automatically refresh the OAuth access token, do the following:

1. Before connecting to data for the first time, set the following connection parameters:
   • InitiateOAuth = REFRESH.
   • OAuthClientId = the client Id in your application settings.
   • OAuthClientSecret = the client secret in your application settings.
   • OAuthAccessToken = the access token returned by GetOAuthAccessToken.
   • OAuthSettingsLocation = the path where you want the add-in to save the OAuth values, which persist across connections.
2. On subsequent data connections, set the following:
   • InitiateOAuth
   • OAuthSettingsLocation

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Trello you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Trello data, such as using the available CData Excel Functions.