Asana Connector for MS Excel Read and write data related to Tasks, Projects, Workspaces, Portfolios, TimeEntries, Memberships and more. In this article you will learn how to quickly and efficiently integrate Asana data in MS Excel without coding. We will use high-performance Asana Connector to easily connect to Asana and then access the data inside MS Excel. Let's follow the steps below to see how we can accomplish that! Download Documentation Asana Connector for MS Excel is based on ZappySys API Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few.

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Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Asana using MS Excel we first need to create a DSN (Data Source) which will access data from Asana. We will later be able to read data using MS Excel. Perform these steps:

1. Download and install ODBC PowerPack.

2. Open ODBC Data Sources (x64):

   

3. Create a User data source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
   • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.

4. 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

   

5. 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 [Http]

   Steps how to get and use Asana credentials
   Here is how to obtain a Personal Access Token (PAT) in Asana:

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

   Fill in all required parameters and set optional parameters if needed:

   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 [OAuth]

   Steps how to get and use Asana credentials
   Here is how to register an OAuth app in Asana:

   1. Open My apps in Asana portal and click Create new app button:
   2. Once a popup opens, name your app and check two options, and click Create app button:
   3. Then copy Client ID and Client secret and save them in a file (we will need them for authentication):
   4. 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):
   5. Proceed by clicking on the Manage distribution section on your left.
   6. Then specify workspaces your app needs to access (use Any workspace to access them all):
   7. Once you do that, click Save changes button.
   8. Now go to SSIS package or ODBC data source and use Client ID, Client Secret, and Redirect URL in OAuth app authentication configuration.
   9. When you are done with that, click Generate Token button to generate Access and Refresh Tokens.
   10. Choose Default Workspace and Default Project to work with.
   11. Click Test Connection to confirm the connection is working.
   12. Done! Now you are ready to use Asana Connector!

   Fill in all required parameters and set optional parameters if needed:

   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

   

6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

   

   ZappySys API Driver - Asana

   Read and write data related to Tasks, Projects, Workspaces, Portfolios, TimeEntries, Memberships and more.

   AsanaDSN

   

7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in MS Excel to retrieve data from Asana. Hit OK button to use this query in the next step.

   SELECT * FROM Workspaces

   
   Some parameters configured in this window will be passed to the Asana API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.

8. 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 MS Excel:

   

   ZappySys API Driver - Asana

   Read and write data related to Tasks, Projects, Workspaces, Portfolios, TimeEntries, Memberships and more.

   AsanaDSN

   SELECT * FROM Workspaces

   
   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).

9. Click OK to finish creating the data source.

Video Tutorial

Read data in Excel from the DSN

1. In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:

   

2. A small window opens, then simply select the data source you created in previous steps:

   AsanaDSN

   

3. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   AsanaDSN

   

4. Finally, you will be asked to select a table or view to get data from. Select one and load the data!

   

5. Finally, finally, use data extracted from Asana API in an Excel worksheet:

   

Actions supported by Asana Connector

Learn how to perform common Asana actions directly in MS Excel with these how-to guides:

• Download Attachment
• Download Multiple Attachments
• Get Allocations
• Get Attachments (For Project refer to Key-Resources Upload only)
• Get Goals
• Get Memberships
• Get Portfolio Custom Fields
• Get Portfolios
• Get Project (Single)
• Get Project Custom Fields
• Get Project Section
• Get Project Sections
• Get Projects
• Get Sub Tasks
• Get Tags
• Get Task (Single)
• Get Tasks
• Get Time Tracking Entries
• Get User (Single)
• Get User Task Lists
• Get Users
• Get Workspace (Single)
• Get Workspace Custom Fields
• Get Workspace Tasks
• Get Workspace Teams
• Get Workspaces
• Search Tasks (Advanced Filter)
• Generic Request
• Generic Request (Bulk Write)

Conclusion

In this article we showed you how to connect to Asana in MS Excel and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Asana, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Asana Connector for MS Excel and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Asana Connector for MS Excel Documentation

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