Asana Connector for UiPath 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 UiPath without coding. We will use high-performance Asana Connector to easily connect to Asana and then access the data inside UiPath. Let's follow the steps below to see how we can accomplish that! Download Documentation Asana Connector for UiPath 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.

Connect to Asana in other apps Connect to Asana in SSIS Connect to Asana in SQL Server Connect to Asana in Power BI Connect to Asana in SSRS Connect to Asana in Informatica Connect to Asana in MS Access Connect to Asana in MS Excel Connect to Asana in SSAS Connect to Asana in C# Connect to Asana in Python Connect to Asana in JAVA Connect to Asana in Tableau Connect to Asana in SAP Crystal Reports Connect to Asana in Azure Data Factory (Pipeline) Connect to Asana in Azure Data Factory (SSIS) Connect to Asana in Talend Studio Connect to Asana in PowerShell Connect to Asana in ODBC

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

Step-by-step instructions

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

   

   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 Asana data in UiPath Studio (workstation)

Here we will be reading Asana data on your workstation. To accomplish that we will create and run UiPath process package locally. Later on, we'll explore how to publish the package to Orchestrator and run it remotely. For now, let's focus on working locally and get started!

1. Open UiPath Studio.
2. Before we really begin the work, make sure UiPath Studio is set as your profile (blue application icon).
3. In case, it is set to UiPath StudioX, you can change it in UiPath StudioX Settings: Simply select UiPath Studio option:
4. Start by creating a new project based on UiPath Process template:
5. Add Run Query activity in Main Sequence box:
6. Click Configure Connection... button to create an ODBC connection:
7. Continue by clicking Connection Wizard:
8. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:
   AsanaDSN

   AsanaDSN

   
   You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration.
9. Once you do that, it's time to configure a SQL query:
   Make sure, you enclose the query in double quotes!
10. Proceed by adding a Write CSV activity after Run Query:
    In this article we are using Write CSV, but you can freely add any other destination of your choice, e.g. Write DataTable to Excel.
11. Once you do that, configure the added Write CSV, this will write Asana data to a CSV file:
12. It's time for fun! Which means it's time for debugging! Just run the package locally to debug:
13. Finally, ensure there are no execution errors!

Run UiPath package using Orchestrator (via robot)

UiPath also offers the ability to execute packages remotely using Orchestrator and a robot. This is achieved by publishing the package to UiPath Orchestrator, installing UiPath Assistant on the remote machine, connecting it to Orchestrator, enabling us to run the package remotely. It may sound complicated at first glance, but further steps will clear things out. Let's not waste our precious time and delve into the details!

Publish process package from UiPath Studio

1. First of all, open the UiPath process package we created in the previous step
2. Set the option that our process package Starts in Background:
3. We are ready to Publish it:
4. Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace:
5. Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job:

Create robot in UiPath Orchestrator

1. First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console:
2. It's time to create a robot, which will run unattended packages:
3. But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure:
4. Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator:
5. Configure the machine to run in Production environment:
6. We are ready to Create new robot account in the new machine:
7. Let's make our robot to work only on background automations:
8. Continue by selecting newly created robot:
9. Select Shared folder, so that everyone in the team can benefit from it:
   This is the folder where we published our UiPath process package "MyProcess"
10. We are almost done! We are given machine Client ID and Client secret which we will use to connect UiPath Assistant to our created machine in Orchestrator. Let's leave this open for a while and see how we can do it in the next step.

Connect UiPath Assistant to Orchestrator

We are ready to connect UiPath Assistant to the machine we created in Orchestrator. UiPath Assistant will run our package in a remote machine. Let's connect it and give it some work!

1. Connect to a remote machine (where your UiPath process package will be running).
2. Install UiPath Studio there.
3. Then configure ODBC data source:

   If you chose Use user or system data source option in connection configuration, when creating UiPath process package, then create an identical ODBC data source on the same remote machine. Use the same configuration as the one created in your workstation in the first step.

   Use Copy Settings and Load Settings buttons to make your life easier. They will help you to transfer settings between different ODBC data sources.

   If you chose Use connection string option, then you don't have to do anything. However, you still have to install ODBC PowerPack on the remote machine.

4. Continue by opening UiPath Assistant and going to Preferences:
5. Find Orchestrator Settings menu item and click it:
6. And here even bigger fun begins! But fear not, all you have to do is open your web browser window with Client ID & Client secret we obtained in the previous step and simply copy and paste those values into UiPath Assistant. Also, don't forget to configure Orchestrator URL:
7. Finally, we get rewarded for the hard work with the Connected as Unattended status:

Create and run UiPath process in Orchestrator

We are at the finish line! Let's create and run UiPath process. This will execute the package on your remote machine using the UiPath Assistant configured earlier.

1. First of all, open UiPath Orchestrator from UiPath Automation Cloud console.
2. Then proceed by going to Process in Shared folder:
3. Continue by simply clicking on Add process button:
4. Select the process package we created in UiPath Studio:
5. Rest a while, and just hit Next, unless your package has requirements:
6. Then simply hit Create button:
7. But let's not stop here and Start the process by creating a job right away:
8. Use the same Production runtime we created before and hit Start:
9. We've reached the final step! In the CSV destination file or destination of your choice you should see Asana data:

Actions supported by Asana Connector

Learn how to perform common Asana actions directly in UiPath 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 UiPath 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 UiPath 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 UiPath Documentation

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