Asana
Google Sheets + Asana Integration
Query from Asana into Google Sheets or Post data from Google Sheets into Asana
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, PayPal, etc.
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.
What is Asana?
Asana Is… Well, it's a tool for organizing personal or team work, basing the system on individual tasks framed into bigger projects. It's a faithful friend in the fight with deadlines and work chaos. Asana was created to replace the use of email for work communication and collaboration
Asana to Google Sheets: Use Case(s)
> Pull data from Asana objects and store it into a spreadsheet - Query
> Post data from Google Sheets into Asana objects - Post
Asana
Sheet Director
Google Sheets
Setting up Asana in Sheet Director
Choose App and Service:
Select Asana from the list of applications.
Select service as Query.
Asana Configuration
Click on connect to Asana to connect to Asana so that you can pull data.
If Asana is connected successfully the following screen appears.
Select the Workspaces
Select the entity required.
Select the required fields.
Mention the max results required.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet
Click save to save the service
Google Sheet to Asana - Post
Select the workspaces that you need to post to
Select the required entity
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.
Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell value
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)
Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)
Mapping
After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields
Click on execute will ask for confirmation
Click save to save the service
It will show number of records ready to post
Click post now to post the records on Asana
Sample Output
It will show the count of number of records posted successfully and failed to post.
Synchronize - Asana and Google Sheet
Select service as Synchronize.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Asana.
Conflict Resolution:
When Synchronization happens, there could be a data conflict between Google Sheets and Asana.
Asana Wins
Google Sheet Wins
Asana Wins: Latest data from Asana will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Asana.
Note: The primary requirement in synchronization is the synchronize keys. If any of the keys does not have a value in the Google Sheet, Sheet Director will create it first and then the service will be executed.
Asana Wins
Select Asana wins under Synchronize Settings
Here the Asana data is edited, and on execution, this data will be updated in Google Sheets.
Synchronize with Sheet Settings
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the + button to add the result header on your sheet(A result column will be created in Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated in Asana will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
After clicking on Sync Now, you will see the Status of the Synchronization
Click on Close to close the Execution control panel.
Sample Output
The Status column in the Google Sheets shows the status of the data.
You can also see the updated data in the Google Sheets
Google Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheets will be updated in Asana.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the + button to add the result header on your sheet(A result column will be created in Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated in Asana will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
After clicking on Execute, you will see the Status of the Synchronization
Click on Close to close the configuration.
Sample Output
In this sample, we are trying to change the name of a specific task from "Research Discussion" to "Research Discussion and Create Workflows" through Google Sheets
The Status column in the Google Sheets shows the status of the data.
You can also see the updated data in the Asana
