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URL: https://www.cdata.com/kb/tech/trello-cloud-jitterbit.rst

⇱ Integrate with live Trello Data in Jitterbit


Integrate with live Trello Data in Jitterbit

πŸ‘ Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and integrate live Trello data in Jitterbit.

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live Trello data. This article demonstrates how to connect to Trello using Connect AI and integrate with live Trello data in Jitterbit.

CData Connect AI provides a pure OData interface for Trello, allowing you to query data from Trello without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Trello, leveraging server-side processing to return the requested Trello data quickly.

Configure Trello Connectivity for Jitterbit

To work with Trello data from Jitterbit, we need to connect to Trello from Connect AI, provide user access to the connection, and create a Workspace for the Trello data.

Connect to Trello from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Trello" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect 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.

    Trello's API can be accessed in 2 different ways. The first is using Trello's own Authorization Route, and the second is using OAuth1.0.

    • Authorization Route: At the moment of registration, Trello assigns an API key and Token to the account. See the Help documentation for information on how to connect via the Authorization route.
    • OAuth Route: Similar to using Authorization, OAuth creates an Application Id and Secret when you create your account. See the Help documentation for information on how to to connect.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Trello Connection page and update the User-based permissions. πŸ‘ Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. πŸ‘ Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Trello Endpoints for Jitterbit

After connecting to Trello, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). πŸ‘ The Workspaces page.
    πŸ‘ Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Trello connection (e.g. Trello1) and click Next. πŸ‘ Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. πŸ‘ Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Trello data from Jitterbit.

Connect to Trello from Jitterbit using Connect AI

To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.

  1. Log into Jitterbit.
  2. Create a project in Cloud Studio and provide a workspace environment for it. πŸ‘ Creating a new project in Jitterbit.
  3. click Sources and enter OData in the search bar.
  4. Select the OData connector.
  5. Enter the OData connection properties.
    • Connection Name: enter a connection name.
    • OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
    • Authentication: select Basic Auth.
    • User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
    πŸ‘ Configuring connectivity to the Connect AI OData endpoint.
  6. Click Test to test the connection, and then click Save Changes.
  7. Choose the operation you want to perform and drag it to the workflow in your project. πŸ‘ Selecting the operation for the workflow.
  8. Double-click the query operation to see all the tables and derived views available in your OData endpoint. πŸ‘ Viewing the available endpoints.
  9. Select a table and configure the query.

You can now transform and integrate live Trello data in Jitterbit.

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