23.09.2022
534

How to Connect Asana as Data Destination

How to Connect Asana as Data Destination

The integration will allow you to create new projects and tasks in Asana based on data from other systems. For example, you can transfer tasks from your website, landing page or Google Sheets to Asana and process them in one place. So you can automate the process of processing tasks or projects as efficiently as possible using the different services that you use, and save a lot of time.

Let's go through the entire Asana setup steps together!

Navigation:
1. What will integration with Asana do?
2. How to connect Asana account to ApiX-Drive?
3. How to set up data transfer to Asana in the selected action?
4. An example of the data that will be sent to your Asana.
5. Auto-update and update interval.

Once you've set up a Data Source system, such as Google Sheets, you can setup Asana as a Data Destination.

To do this, click "Start Configuring Data Destination".

How to Connect Asana as Data Destination | Setup Data Destination

Select the system as Data Destination. In this case, you must specify Asana.

How to Connect Asana as Data Destination | System selection

Next, you need to specify an action, for example, "Create TASK".

How to Connect Asana as Data Destination | Action selection

- Create TASK - a new task will be created in your Asana account.
- Create PROJECT - a new project will be created in your Asana account.
- Create SUBTASK - a new subtask will be created in your Asana account.

The next step is to select the Asana account in which the task will be created.

If there are no accounts connected to the ApiX-Drive system, click "Connect account".

How to Connect Asana as Data Destination | Account connection

Enter your username and password for Asana personal account and permission access to work with your account.

After that, the page will reload and the saved account will be automatically selected.

If this does not happen, select the created account in the list.

How to Connect Asana as Data Destination | Entering a login
How to Connect Asana as Data Destination | Password entry
How to Connect Asana as Data Destination | Permission access
How to Connect Asana as Data Destination | Account selection

Now you need to assign the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in Asana.

Be sure to select the Name, Project, Section and Asana Workspace where all data from Google Sheets will go.

Also assign other required fields from the drop-down lists.

How to Connect Asana as Data Destination | Assigning fields
How to Connect Asana as Data Destination | Assigning fields
How to Connect Asana as Data Destination | Assigning fields

Now you can see the test data.

If you want to send test data to Asana in order to check if the setup is correct, click "Send test data to Asana" and go to your Asana to check the result.

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

How to Connect Asana as Data Destination | Test data

Transition to enable auto-update

This completes the as Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

How to Connect Asana as Data Destination | Enable auto-update

On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

How to Connect Asana as Data Destination | Update interval
How to Connect Asana as Data Destination | Update priority

To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.

How to Connect Asana as Data Destination | Enable auto-update

This completes setup Asana as a Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!