---
sourceDocument: Zurich IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-asset-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Integrating with Trello

# Integrating with Trello {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://developer.atlassian.com/cloud/trello/).  
Important:  
Minimize security risks and protect information by granting access only to the necessary user or API permissions.{#integrate-with-trello__table_box__entry__3}

| 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 |
[Table 1. Minimal user permissions]

{#integrate-with-trello__box-title}

## Generate Trello API key and token {#ariaid-title2}

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

### Before you begin

Trello Role required: Refer to the [Minimal user permissions](https://www.servicenow.com/docs/CHyjZH5CGW4Ws9EmtRDjdA#integrate-with-trello "Integrating your Software Asset Management application with the Trello service enables you to track your software subscriptions and to reclaim unused licenses.") table.

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

### Procedure

1. Go to [Trello](https://trello.com/).
2. Log in as an enterprise admin.
3. Go to [Developer API Keys](https://trello.com/app-key).
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.  
   <kbd class="ph userinput">https://trello.com/1/authorize?expiration=never&amp;scope=read,write,account&amp;response_type=token&amp;name=ServerToken&amp;key={YourAPIKey}</kbd>

   For
   example, if your API key is 123xyz, then open the following link-
   <kbd class="ph userinput">https://trello.com/1/authorize?expiration=never&amp;scope=read,write,account&amp;response_type=token&amp;name=ServerToken&amp;key=123xyz</kbd>  
   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 {#ariaid-title3}

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](https://store.servicenow.com/sn_appstore_store.do#!/store/home).

ServiceNow Role required: admin or sam_integrator and
sn_trello_spoke.trello_admin  
Important:  
You must select the Trello Spoke check box for this integration while installing optional features on the [Application Manager](https://www.servicenow.com/docs/access?context=application-manager&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US) page. For more information about choosing the required SaaS applications, see [Request SaaS License Management](https://www.servicenow.com/docs/2VPNsKSGv4R503EL5y0Uew "Request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) so that you can create and manage integrations with your SaaS and Single Sign-on (SSO) applications. You can use these integrations to track license usage and to reclaim unused licenses.").

### 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.

   | Interface | Action |
   | Core UI | 1. Navigate to AllSoftware AssetSaaS LicenseDirect Integration Profiles. 2. Select New. 3. Select Trello Enterprise Integration Profile. {#create-trello-integration-profile__ol_ijd_bjk_qtb} |
   | Software Asset Workspace | 1. Navigate to License operationsUser SubscriptionsDirect integration profiles. 2. Select New. 3. Select Trello Enterprise from the drop-down list. 4. Select Continue. {#create-trello-integration-profile__ol_wjd_bjk_qtb} |
   |-|-|

   {#create-trello-integration-profile__choicetable_o3p_z3k_qtb}
2. On the form, fill in the fields.  
   {#create-trello-integration-profile__table_qzs_lcy_gpb__entry__2}

   | Field | Description |
   |-|-|
   | Display Name | Name of the integration profile. For example, <kbd class="ph userinput">Trello Integration</kbd>. |
   | 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. {#create-trello-integration-profile__create-workday-integration_ul_b41_23b_2rb} |
   | Profile Type | This field is automatically set to Trello Enterprise Subscription. |
   [Table 2. Integration Profile form]

   {#create-trello-integration-profile__table_qzs_lcy_gpb}
3. Review the required user roles or API permissions to minimize security risks and optimize SaaS licenses.  
   Note:  
   For more information, see [Minimal user permissions](https://www.servicenow.com/docs/CHyjZH5CGW4Ws9EmtRDjdA#integrate-with-trello "Integrating your Software Asset Management application with the Trello service enables you to track your software subscriptions and to reclaim unused licenses.") table.
   1. In the Download Subscription Subflow section, verify that the Subflow field is set to Trello Download Subscriptions.  
      Note:  
      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.  
      Note:  
      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.
   {#create-trello-integration-profile__substeps_rcm_pwm_vcc}
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.  
   {#create-trello-integration-profile__table_ms1_ksq_b1c__entry__2}

   | 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. |
   [Table 3. Create Connection and Credential form]

   {#create-trello-integration-profile__table_ms1_ksq_b1c}
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

### What to do next

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 operationsUser subscriptionDirect integration profiles. You can select an integration profile to view the following related lists. If 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
{#create-trello-integration-profile__ul_gxp_qfk_rfc}

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](https://www.servicenow.com/docs/bVJrkophBDLo8JMEiGX_Bw#subscription-exclusions "Define subscription exclusions for your SaaS and SSO applications to optimize your licensing costs by keeping the excluded subscriptions out of license cost calculations.").

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](https://www.servicenow.com/docs/B3d2wfmwRbcdy~H9gCDy3A "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.").

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/hXAjfp3sn3x4hFFvqm~3Iw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
Create software entitlements for the automatically generated software models to track used software against owned software.

* For more information on creating software entitlements in the Software Asset Management Core UI, see [Create entitlements in Software Asset Management classic](https://www.servicenow.com/docs/fSB_J0XtiCVH9Yb3z0nl5Q "Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements in the Software Asset Workspace, see [Create entitlements in workspace](https://www.servicenow.com/docs/O~JVsyQdaW99Fe~XMND4nA "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements using the Software Asset Management Playbook, see [Create entitlements using the guided walk-through](https://www.servicenow.com/docs/wJ~MxrbMj7k2PMSUNbBcaQ "Use the guided walk-through playbook for a step-by-step process of creating entitlements.").
{#create-trello-integration-profile__ul_cbz_vhr_sqb}  
Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the [License Workbench](https://www.servicenow.com/docs/SRttnWmeSWHbtUcWT_EVIg "Review reconciliation results in a simplified workbench view.") (Software Asset Management classic application) or the [License usage view](https://www.servicenow.com/docs/4DsgjV93XfS5XdUvFJKXAw "Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.") (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

* For more information on running reconciliation in the Software Asset Management classic application, see [Run software reconciliation in Software Asset Management classic](https://www.servicenow.com/docs/4Wmi3GcnvHNlu_55smQiDg "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.").
* For more information on running reconciliation in the Software Asset Workspace, see [Run software reconciliation in the workspace](https://www.servicenow.com/docs/zHSY1HGusrWVWkmoXuMwWA "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.").
{#create-trello-integration-profile__ul_qgf_zhr_sqb}

*[\>]: and then