Asana Connector for Alteryx : Get user (single) via SQL

Learn how to get user (single) using the Asana Connector for Alteryx. This connector enables you to read and write Asana data effortlessly. Integrate, manage, and automate tasks, projects, workspaces, and time entries — almost no coding required. We'll walk you through the exact setup.

Let's dive in!

Asana ODBC Driver Powering this integration

High performance
Bidirectional
Low-code / No-code
Easy to use

Built on the ZappySys API Driver, the Asana ODBC Driver is a high-performance, low-code / no-code solution. It enables you to connect to Asana data without any coding right in your SQL Server, or any ODBC/JDBC application. Part of the ODBC PowerPack.

Documentation

Create data source using Asana ODBC Driver

Download and install ODBC PowerPack (if you haven't already).
Search for odbc and open the ODBC Data Sources (64-bit):
Create a User data source (User DSN) based on the ZappySys API Driver driver:

ZappySys API Driver
- Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
- Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this
When the Configuration window appears give your data source a name if you haven't done that already, then select "Asana" from the list of Popular Connectors. If "Asana" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

AsanaDSN

Asana

Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

Personal Access Token

Asana authentication

Here is how to obtain a Personal Access Token (PAT) in Asana:

Open My apps in Asana portal and click Create new token button:
Once a popup opens, name your new token:
Then click Copy button to copy the token:
Now go to SSIS package or ODBC data source and use this token in Personal Access Token authentication configuration.
Choose Default Workspace and Default Project to work with.
Click Test Connection to confirm the connection is working.
Done! Now you are ready to use Asana Connector!

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to Personal Access Token [Http]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Finally, hit OK button:

AsanaDSN

Asana

Personal Access Token [Http]

https://app.asana.com/api/1.0

Required Parameters
Enter Token (Personal Access Token - PAT)	Fill-in the parameter...
Default Workspace	Fill-in the parameter...
Default Project	Fill-in the parameter...
Optional Parameters
RetryMode	RetryWhenStatusCodeMatch
RetryStatusCodeList	429
RetryCountMax	5
RetryMultiplyWaitTime	True

OAuth app

Asana authentication

Here is how to register an OAuth app in Asana:

Open My apps in Asana portal and click Create new app button:
Once a popup opens, name your app and check two options, and click Create app button:
Then copy Client ID and Client secret and save them in a file (we will need them for authentication):
Continue by selecting OAuth menu item on your left and click Add redirect URL button (you can have your own or use https://zappysys.com/oauth):
Proceed by clicking on the Manage distribution section on your left.
Then specify workspaces your app needs to access (use Any workspace to access them all):
Once you do that, click Save changes button.
Now go to SSIS package or ODBC data source and use Client ID, Client Secret, and Redirect URL in OAuth app authentication configuration.
When you are done with that, click Generate Token button to generate Access and Refresh Tokens.
Choose Default Workspace and Default Project to work with.
Click Test Connection to confirm the connection is working.
Done! Now you are ready to use Asana Connector!

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to OAuth app [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Press Generate Token button to generate the tokens.
Finally, hit OK button:

AsanaDSN

Asana

OAuth app [OAuth]

https://app.asana.com/api/1.0

Required Parameters
ClientId	Fill-in the parameter...
Client Secret	Fill-in the parameter...
Default Workspace ( Select after Token is generated )	Fill-in the parameter...
Default Project ( Select after Token is generated )	Fill-in the parameter...
Optional Parameters
Permissions	default
Redirect URL	https://zappysys.com/oauth
RetryMode	RetryWhenStatusCodeMatch
RetryStatusCodeList	429
RetryCountMax	5
RetryMultiplyWaitTime	True

Then go to Preview tab to start building a SQL query.
Once you do that, proceed by opening Query Builder:

ZappySys API Driver - Asana

Read and write Asana data effortlessly. Integrate, manage, and automate tasks, projects, workspaces, and time entries — almost no coding required.

AsanaDSN
Then simply select the Get User (Single) endpoint (action).
Continue by configuring the Required parameters. You can also set optional parameters too.
Move on by hitting Preview Data button to preview the results.

If you see the results you need, simply copy the generated query:

Get User (Single)

Required Parameters
User Id	Select the value from the dropdown
Optional Parameters
Fields
Limit	100
Advanced Properties
Continue On 404 Error (When record not found)	False
NextUrlAttributeOrExpr	$.next_page.uri

SELECT * FROM Users
WHERE Id = 'abcd-1234-userid'

Click OK to use built SQL query and close the Query Builder.
Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Alteryx:
ZappySys API Driver - Asana

Read and write Asana data effortlessly. Integrate, manage, and automate tasks, projects, workspaces, and time entries — almost no coding required.

AsanaDSN
```
SELECT * FROM Users
WHERE Id = 'abcd-1234-userid'
```
You can also access data quickly from the tables dropdown by selecting <Select table>.

A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Asana API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Asana servers).

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

Asana SQL query examples

Use these SQL queries in your Alteryx data source:

Get user

SELECT * FROM Users
WHERE Id = 'abcd-1234-userid'

get_user endpoint belongs to Users table(s), and can therefore be used via those table(s).

Create SQL view in ODBC data source

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

Go to Custom Objects Tab and Click on Add button and Select Add Table:
Enter the desired Table name and click on OK:
And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
```
SELECT
  "ShipCountry",
  "OrderID",
  "CustomerID",
  "EmployeeID",
  "OrderDate",
  "RequiredDate",
  "ShippedDate",
  "ShipVia",
  "Freight",
  "ShipName",
  "ShipAddress",
  "ShipCity",
  "ShipRegion",
  "ShipPostalCode"
FROM "Orders"
Where "ShipCountry"='USA'
```
That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
```
SELECT * FROM "vt__usa_orders_only"
```

Get user in Alteryx via SQL view

Open Alteryx Designer.
First, verify your DCM Settings to ensure you can access ODBC drivers. Go to Options > User Settings > Edit User Settings.

If DCM Mode is set to DCM Only, change it to DCM Optional if you would like to access the legacy Generic ODBC Connection.

After changing this setting, you may need to click Save and restart the connection window for the "Generic ODBC" icon to appear.
Drag an Input Data tool onto your Alteryx canvas.
In the Configuration pane, click Set Up a Connection.
Note for DCM Users: If your environment has DCM (Data Connection Manager) enabled, the classic "Generic ODBC" icon may be hidden. To find it, select Data sources on the left and type "ODBC" in the search bar.
Once the ODBC window opens, click Connect Asset and select your AsanaDSN DSN from the list.

Ensure you have configured a 64-bit System DSN in the Windows ODBC Data Source Administrator before this step.
After selecting your DSN, configure your SQL Query in the Input Data tool configuration:
To save your data, drag an Output Data tool and connect it to the Input Data tool.
Configure the Output Data tool to write to a CSV file:
Press Run (Ctrl+R) to execute the workflow. Verify the results in the Results Window at the bottom.

Advanced topics

Creating SQL stored procedures

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
Enter the desired Procedure name and click on OK:
Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver. Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
```
CREATE PROCEDURE [usp_get_orders]
    @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
 AS
    SELECT * FROM Orders where OrderDate >= '<@fromdate>';
```
That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
```
Exec usp_get_orders '1996-01-01';
```

Conclusion

And there you have it — a complete guide on how to get user (single) in Alteryx without writing complex code. All of this was powered by Asana ODBC Driver, which handled the REST API pagination and authentication for us automatically.

Download the trial now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):

Download Chat

More actions supported by Asana Connector

Got another use case in mind? We've documented the exact setups for a variety of essential Asana operations directly in Alteryx, so you can skip the trial and error. Find your next step-by-step guide below: