Integrating with Trello

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：13分

    • 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.

    重要:
    Minimize security risks and protect information by granting access only to the necessary user or API permissions.
    表 : 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.

    始める前に

    Trello Role required: Refer to the Minimal user permissions table.

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

    手順

    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.

    Create a Trello integration profile

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

    始める前に

    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: sam_integrator and sn_trello_spoke.trello_admin

    重要:
    You must select the Trello Spoke check box for this integration while installing optional features on the Application Manager page. For more information about choosing the required SaaS applications, see Request SaaS License Management.

    このタスクについて

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

    手順

    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. On the form, fill in the fields.
      表 : 2. Integration Profile form
      Field Description
      Display Name Name of the integration profile.

      For example, Trello Integration.
      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.
    3. Review the required user roles or API permissions to minimize security risks and optimize SaaS licenses.
      注:
      For more information, see Minimal user permissions table.
      1. In the Download Subscription Subflow section, verify that the Subflow field is set to Trello Download Subscriptions.
        注:
        The Download subscriptions check box is selected by default and you can't clear it.
      2. In the Reclaim Subscription Subflow section, verify that the Subflow field is set to Trello Reclaim Subscription.
        注:
        The Reclaim subscriptions check box is selected by default. If you don't want to reclaim subscriptions, you can clear this check box. If you clear it, the removal candidates are created but the reclaim subscription subflow isn't triggered or the reclamation process isn't initiated.
    4. Select Save.
      A draft integration profile is created.

      The Connection & Credential field appears and is automatically set to sn_trello_spoke.Trello_Alias.

    5. In the Download Subscription Subflow tab, select the preview icon (Preview icon) next to the Connection & Credential field and then select Open Record in the record preview.
    6. Select the Create New Connection & Credential related link.
    7. On the form, fill in the fields.
      表 : 3. Create Connection and Credential form
      Field Description
      Connection Name Name to identify the connection record.
      Connection URL Enter the URL as 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.
    8. Select Create.
    9. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.

      Validating the connection verifies the Download Subscriptions APIs, but not the Reclaim Subscriptions APIs.

    10. Select Publish.
    11. In the Publish Confirmation dialog box, select OK

    次のタスク

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

    After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operations > User subscription > Direct integration profiles. You can select an integration profile to view the following related lists. If all of the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:
    • Software Models
    • Unrecognized Subscription Identifiers
    • Scheduled Jobs
    • Scheduled Job Results
    • Software Subscriptions
    • Subscription Identifier Exclusion Rule
    • Subscription User Exclusion Rule

    After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see Subscription exclusions for SaaS and SSO applications.

    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.