Integrating with Trello

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 5 minutes to read

    • Integrating your Software Asset Management application with the Trello service enables you to track your software subscriptions and to reclaim unused licenses.

    For more information about the Trello service, see the Trello Developer guide.

    Important:
    Minimize security risks and protect information by granting access only to the necessary user or API permissions.
    Table 1. Minimal user permissions
    Process Required user role in the Trello application Authentication scopes
    Download subscriptions Product admin None
    Pull user activity Product admin None
    Reclaim subscription Product admin None

    Generate Trello API key and token

    Generate a Trello API key and token to get access to the Trello portal.

    Before you begin

    Trello Role required: admin

    Verify that you have a managed user account and Atlassian admin access.

    Procedure

    1. Go to Trello.
    2. Log in as an enterprise admin.
    3. Go to Developer API Keys.
    4. Copy the API key from Personal Key on the Developer API keys page.
    5. In the following link, replace {YourAPIKey} with the API key that you copied in the last step and open the link.
      https://trello.com/1/authorize?expiration=never&scope=read,write,account&response_type=token&name=ServerToken&key={YourAPIKey}

      For example, if your API key is 123xyz, then open the following link- https://trello.com/1/authorize?expiration=never&scope=read,write,account&response_type=token&name=ServerToken&key=123xyz

      The MyPersonalToken page appears and asks if you want to give access to your account.
    6. Select Allow.
      An API token is generated. Copy this API token and store it securely.

    Creating a Trello connection

    Set up your ServiceNow instance to add the Trello API key and API token.

    Create a Trello connection with SaaS License Management 13.1.2 or lower versions

    Add the Trello API key and API token by setting up your ServiceNow instance with SaaS License Management 13.1.2 or lower versions.

    Before you begin

    ServiceNow Role required: admin

    Request the Software Asset Management - SaaS License Management (sn_sam_saas_int) 13.1.2 or a lower version from the ServiceNow Store.

    Procedure

    1. Log in to your ServiceNow instance.
    2. Navigate to Connections & Credentials > Connection & Credentials Aliases.
    3. Search for and select the connection for Trello.
    4. Select New.
    5. Select Trello Credentials from the list.
    6. In the dialog box, fill in the fields.
      Table 2. Trello Credentials
      Field Description
      Name Name for the credential. For example, Trello credential.
      Type The field is automatically populated to Trello Credentials.
      Active Option for indicating whether the record is active. By default, the check box is selected.
      Authentication Algorithm This field is automatically populated to Trello Custom Auth.
      API Key The API key that you generated in the previous step. For more information, see Generate Trello API key and token.
      API Token The API token that you generated in the previous step. For more information, see Generate Trello API key and token.
    7. Select Submit.

    Create a Trello connection with SaaS License Management 13.1.3 or higher versions

    Add the Trello API key and API token by setting up your ServiceNow instance with SaaS License Management 13.1.3 or higher versions.

    Before you begin

    ServiceNow Role required: admin

    Request the Software Asset Management - SaaS License Management (sn_sam_saas_int) 13.1.3 or a higher version from the ServiceNow Store.

    Procedure

    1. Navigate to Process Automation > Flow Designer.
    2. Select the Connections tab.
    3. Locate the Trello Alias connection alias and select View Details.
    4. Configure the Trello spoke.
      • If you are configuring the spoke for the first time, select Configure.
      • If you aren't configuring the spoke for the first time, select Edit.
    5. On the form, fill in the fields.
      Table 3. Edit Connection form
      Field Description
      Connection Name Name to identify the connection record.
      Connection URL Enter https://api.trello.com/.
      API Key The API Key that you copied from the Trello portal.
      API Token The API token that you copied from the Trello portal.
    6. Select Configure Connection.

    Create a Trello integration profile

    Create an integration profile to track software subscriptions and optimize licensing for the Trello service.

    Before you begin

    To create a Trello integration profile, request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) from the ServiceNow Store.

    ServiceNow Role required: admin or sam_integrator and sn_trello_spoke.trello_admin

    About this task

    If you’re using Software Asset Workspace, the option to create the Trello integration profile in Core UI is inactive.

    Procedure

    1. Navigate to the integration profile.
      InterfaceAction
      Core UI
      1. Navigate to All > Software Asset > SaaS License > Direct Integration Profiles.
      2. Select New.
      3. Select Trello Enterprise Integration Profile.
      Software Asset Workspace
      1. Navigate to License operations > User Subscriptions > Direct integration profiles.
      2. Select New.
      3. Select Trello Enterprise from the drop-down list.
      4. Select Continue.
    2. In the Display name field, enter a display name of your choice.
      On the form, the following fields are automatically populated.
      Table 4. Trello Integration Profile form
      Field Value
      Connection & Credential Alias
      • If the Software Asset Management - SaaS License Management version is 13.0.2 or lower, this field is automatically set to sn_trello_spoke.Trello.
      • If the Software Asset Management - SaaS License Management version is 13.0.3 or higher, this field is automatically set to sn_trello_spoke.
      Status Status of the integration profile.
      • If you haven’t published the integration profile, this field is automatically set to  Draft.
      • If you’ve already published the integration profile, this field is automatically set to  Published.
      Profile Type This field is automatically set to Trello Enterprise Subscription.
      Download Subscription Subflow This field is automatically set to Trello Download Subscriptions.
      You can view events performed by individual users up to one year prior to the current date. For more information, see Review a software reclamation rule.
      Note:
      Software Asset Management pulls the events from the time that you start downloading user subscriptions irrespective of the profile creation date.
      Reclaim Subscription Subflow This field is automatically set to Trello Reclaim Subscription.
    3. Select Save.
    4. After the Trello form is saved, select Publish.

    What to do next

    After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

    If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.

    Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

    Create software entitlements for the automatically generated software models to track used software against owned software.
    Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.