Bista Helpdesk Trello Integration Documentation

Features

Developed

1. Sync Trello workspace, boards, cards, lists, comments & attachments in Odoo Helpdesk Module.
2. Sync Odoo Helpdesk Teams Tickets, with Trello boards, Odoo tickets with Trello cards & Odoo stages with Trello lists.
3. Update name, description, stages, comments & attachments on load of Helpdesk Tickets in Odoo.
4. Create Trello cards & lists on creation of Tickets & Stages in odoo.
5. Team form view: If the “Sync Stage with Trello” button is active, Odoo stage name & trello stage name will be the same. If the button is not active, Oddo stage name & trello stage name can be different. If you make this button inactive to active, all the trello stage names will be changed as odoo stage names.
6.  When synced in create new mode if you create a new team in odoo, a board with the same name will be created in trello. Also if you create a new board in trello, a team with the same name will be created in odoo.
7. Sync the tags field of odoo tickets with the labels field of trello cards.
8. Sync assigned to the field of odoo tickets with the members field of trello cards.
9. Multiple members will be assigned to the same workspace.
10. Odoo tags of tickets will be available to trello cards as labels.
11. If we are using “Use Existing” While creating a new team and assigning a Board, It will be automatically synced if already synced before once.
12. If we have synced using “Use Existing”, we can assign new team for any trello board and it will be synced automatically.
13. The community edition of Trello does not allow upload attachments more than 10 MB, but Odoo does. So while uploading any attachments from Odoo, if the size is more than 10 MB, it will compress and upload to Trello. It will work from Odoo Chatter and Ticket Description.
14. While creating a new ticket or card, It will pick Tags and Assign from odoo ticket and Labels and Members from trello card.
15. Description conversion from markdown to html.

Setup

Step 1: Create an account in Trello 

Step 2: Go to Profile and Visibility menu

Copy the username.

Step 3: Install Bista Helpdesk trello integration module and Open helpdesk app & go to the trello configuration menuitem.

Paste the username to the Trello username field

Step 4: Go to this link : trello power-ups

Fill up the form like below

Step 5: You will be redirected to a page like below. Select Api key from it

Click to the Generate a new api key button

You will get your api key here.

Step 6: Copy this and paste it to trello configuration form

Step 7: Generate a token. To generate a new token click the link of the token

Click allow here

You will get your token here

Step 8: Copy this and paste it to the trello configuration page.

Save the form and your trello account is connected to odoo now.

You can make your api key and token visible by clicking this button

Step 9: Create new boards in your trello workspace

Step 10: If you click Sync with Trello button, team records will be created in odoo with stages & tickets like as boards in trello. Also board records will be created in trello with lists & cards like as teams in odoo. Or, you can switch to use existing from here also.

After syncing, you will get a view like below with a button to change to use existing.

Step 11: If you click change to use existing button, a wizard will appear with 4 options.

If you select the “Keep Everything” option, no record will be deleted.

If you select the “Only Delete Boards in Trello Created from Odoo Helpdesk” option, the board records that have been created from odoo will be deleted with the lists & cards.

If you select the “Only Delete Teams in Odoo Helpdesk Created from Tello” option, the team records that have been created from trello will be deleted with the stages & tickets.

If you select the “Delete Everything” option, the team records that have been created in odoo from trello, will be deleted with the stages & tickets. Also the board records that have been created in trello from odoo, will be deleted with the lists & cards.

A table will appear in the view like below and you have to select here which trello board you want to merge with the odoo team record. You can do this for multiple records.

Step 12: click on the “Sync with Trello” button. All of the tickets & stages that are available in odoo team, will be created in the corresponding trello board and all of the lists and cards that are available in trello board will be created in odoo team.

You can go back to the initial create_new state from here by clicking the “Change to Create New Board” button.

Features you will get when synced with trello

Feature 1: Comment with and without attachment in both trello and odoo. Click the Sync with Trello Button and you will find odoo’s comments in trello, also trello’s comments in odoo.

Comments in trello

Comments in Odoo

Odoo After sync

Trello after sync

Feature 2: create new stage or ticket in odoo, create new list or card in trello, update the name or description or list/stage of any card/ticket in trello/odoo, update the name of any list in trello. This table in the form view of team will represent the pipeline of stages of odoo with trello for this team.

If the “Sync Stage with Trello” button is active, Odoo stage name & trello stage name will be the same. If the button is not active, Oddo stage name & trello stage name can be different.

If you make this button inactive to active, all the trello stage names will be changed as odoo stage names.

Feature 3: When synced in create new mode if you create a new team in odoo, a board with the same name will be created in trello. Also if you create a new board in trello, a team with the same name will be created in odoo.

Feature 4: If you add any tag in odoo ticket, labels will be created and added to the corresponding card in trello.

Labels created in trello for the tags in odoo.

If you add labels in any trello card, tags will be assigned to the corresponding odoo ticket.

Also you can remove labels in trello, it will be removed from odoo also & if you removed tags in odoo, it will be removed from trello.

Feature 5: In the team form view, you can activate this “Sync Member with Trello” button to get the assigned field in all of the tickets under this team.

You can assign members in trello, the members who have the access to this card will be visible in odoo ticket too.

Also you can remove members from the trello card. The member will be removed from the odoo ticket.

You can add or remove members in odoo too.