To enable CardSync in your Trello board, please follow these four steps. If you have any questions, feel free to email us at [email protected]
Step 1: Enable power-up
First, we enable CardSync in the Trello Power-up (Trello Power-up page). You can also check out the Trello's guide on how to do that here.
Step 2: Create the bot (that will sync your cards)
Ready to create your own bot? Here, we create a bot that will perform the syncing between your cards. Note that in the video, we use a temporary email address to create a Trello account - feel free to use your own company email account - however, it should not be your main Trello account. You create this separate account and add this new Trello user to your team. This ensures only your team has access to your board, including the bot!
Step 3: Setup CardSync with bot account
Next, we setup the new bot account to be the designated bot for CardSync.
Step 4: Sync between cards in your board
Finally, we sync the cards in our board.
Step 4a: Sync between cards in different boards
Here, we sync cards between two different boards. Please note that the boards have to be within the same team. Boards that are personal or outside of your team cannot be synced unfortunately (a Trello restriction - now they can't provide access to everyone, can they? We love Trello!).
Once again, thank you for using CardSync and if you have any questions, feel free to email us at [email protected]