Configure a Connection Profile

From the CData ribbon, click Get Data and select From Asana connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Asana Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Asana

You can optionally set the following to refine the data returned from Asana.

• WorkspaceId: The globally unique identifier (gid) associated with your Asana Workspace to only return projects from the specified Workspace. To get your Workspace Id, navigate to https://app.asana.com/api/1.0/workspaces while logged into Asana. This displays a JSON object containing your Workspace name and Id.
• ProjectId: The globally unique identifier (gid) associated with your Asana Project to only return data mapped under the specified Project. Project Ids can be found in the URL of your project's Overview page. This will be the numbers directly after /0/.

Authenticating to Asana

Asana uses the OAuth authentication standard.

User Accounts (OAuth)

AuthScheme must be set to OAuth in all user account flows.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom OAuth App for information about creating custom applications and reasons for doing so.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• OAuthClientId (custom applications only): The client Id assigned when you registered your app.
• OAuthClientSecret (custom applications only): The client secret assigned when you registered your app.
• CallbackURL (custom application only): The redirect URI defined when you registered your app. For example: https://localhost:3333

When you connect, the add-in opens Asana's OAuth endpoint in your default browser. Log in and grant permissions to the application. The add-in refreshes the access token automatically when it expires.

Service Accounts

To authenticate with a Server Account (Enterprise only), use a Personal Access Token by setting these connection properties:

• InitiateOAuth: OFF.
• OAuthAccessToken: Your access token value.

For more more information, see the Asana documentation for personal access tokens and service accounts.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Asana you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Asana data, such as using the available CData Excel Functions.