CSV and Excel exports are useful when teams need sortable data, pivot tables, or audit trails outside Trello.
When to use each format
| Format | Best for |
|---|---|
| CSV | Imports into databases, scripts, and lightweight tooling |
| Excel | Formatted spreadsheets, stakeholder review, and finance workflows |
| JSON | Developer backups and structured archives |
Export steps
- Open Board Export+ on the board.
- Select the lists and fields to include — match the columns you need in the destination tool.
- Choose CSV or Excel.
- Run the export and download the file.
- Reuse saved presets when you run the same export weekly.
Field selection tips
- Include labels and list name when reporting status across workflows
- Add URL or card ID fields when syncing with external systems
- Export archived cards only when your audit requires historical rows