Service accounts, also known as bot users, are useful for removing confusion about who is commenting or changing a task. Here's how to set one up.
What this article covers:
What is a sync account?
When you first sign up for Mirror, the account you used to sign up will become the sync account. This means that your list of available boards to mirror will be boards that the sync account has access to.
It also means that the sync account will be designated as the source of any changes/comments synced. While this may be just fine for some folks, you are likely to get a better experience if you instead use a service account (or bot users) for the integration.
This video explains in more detail:
The advantage of having a service account (or bot user) as your sync account
If Hannah sets up Mirror with her own personal account, this is how a comment from another user (Billie) would look when it is synced:
While it does specify who the comment was from within the comment itself, it is still attributed to Hannah, and this may cause some confusion.
With a service account, you remove this confusion because the comment owner is the neutral connector, making the rightful commenter more evident. We recommend using the name Mirror or Mirror Bot for your service account just to make it more clear where it's coming from.
How to set up a service account (or bot user) as your sync account
1. Create the service account
Creating a service account in any of your favorite tools is pretty straightforward: you just create another user in Trello with a different email and give it access to the boards you want to sync.
Pro tip: If you're using Gmail, you don't have to create a new email address; you can just add a "+syncbot" at the end of your name (e.g. [email protected] ) and it will count as a new address, while still receiving all emails.
Make sure the service account (or bot user) is an Admin of your team and a Board Admin in any of the Trello boards you want to sync. It will ensure all information is well synced.
2. Clear Power-Up board and organization data
You need to log in as the sync account — or as an admin on your Trello board — to access these settings.
3. Log into Trello as the service account user and authorize the Power-Up
After authorizing the Power Up using the service account, this will then update the sync account to the service account.
Any new mirrors made will now be associated with the service account.
4. Switch old mirrors to the service account
After making the above changes, only new mirrors will be associated with the service account. To switch the old mirrors to the service account, follow the below steps:
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Open the Unito App and make sure you're logged in to your Trello account.
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Once logged in to Unito, log out from your personal user in Trello.
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Edit the Mirrors you would like to switch over:
From within the “Boards” tab, add your service account to your Mirror for both boards.
Your Mirror will begin synchronizing with the new connector.
Note: You can only change a connector that has access to the synchronized board. If the service account (or bot user) is grayed out, some permissions are missing.
What's next?
Find out what information on a card will get mirrored.
Learn about mirroring custom fields.
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