How to integrate Asana with Microsoft Excel to add a record in Microsoft Excel when a task is registered in Asana

Asana is a popular tool for managing projects and tasks, used by many companies.
While Asana is convenient on its own, have you ever thought, "I wish it were even easier to use!"? In fact, by integrating Asana with Microsoft Excel, you can save the hassle of data entry!
This article will explain in detail the benefits and methods of integrating Asana with Microsoft Excel.

Benefits of Integrating Asana with Microsoft Excel

Benefit 1: Reduction of Manual Work

By integrating Asana with Microsoft Excel, you can automatically add the same information to Excel every time you register a new task in Asana. This eliminates the need to manually enter each piece of data, saving time and effort. It is especially recommended for team leaders who are distributing tasks!

Benefit 2: Centralized Task Management

By integrating Asana with Microsoft Excel, Asana's task information is automatically transferred to Microsoft Excel, allowing you to manage data in one place. This makes it easy to check the progress and completion status of projects in Excel.
Now, when your boss asks, "What is the status of this project?" you don't need to check both Asana and Excel; you can manage everything in Excel!

Differences Between Traditional Integration Methods and Yoom

We introduced the benefits of integrating Asana with Microsoft Excel. It seems that integration can greatly improve work efficiency!
Next, why use Yoom for integration? We will introduce the differences between using Yoom and traditional integration methods.

・Expert Knowledge

Traditional Integration Methods: Using API integration requires a certain level of programming knowledge, and the setup can be difficult.
Yoom: No need for API or programming knowledge. The actions of each app are pre-integrated, so you can easily set it up by just selecting actions.

・Maintenance

Traditional Integration Methods: Continuous maintenance may be required due to API specification changes or app updates.
Yoom: Yoom handles the maintenance of integrated apps, so it requires no effort on your part.

・Cost

Traditional Integration Methods: Outsourcing, such as hiring a specialized engineer, incurs additional costs.
Yoom: No need to hire specialized personnel, and you can start without spending much time.

How to Create an Integration Flow Between Asana and Microsoft Excel

Traditional API integration seems challenging... However, using Yoom seems to eliminate the hassle!
Let's quickly introduce how to integrate Asana with Microsoft Excel using a template.
The template used is the "Add a record to Microsoft Excel when a task is registered in Asana" flow.
Let's start together by clicking "Try it" on the banner below!

Before Getting Started

First, if you don't have a Yoom account, please create one from the Yoom Account Creation Page. You can start right away!
Also, please check Getting Started with Yoom for basic operations.

Step 1: Register and Integrate Asana and Microsoft Excel in My Apps

(1) After logging into Yoom, select "My Apps" from the left column and choose "+ New Connection".

(2) From the list of new connections in My Apps, click on Asana.
(3) The Asana sign-in screen will appear. Enter the email address of your account and click "Continue".

(4) Next, enter your password and click "Log In".

(5) Next, register Microsoft Excel in My Apps. Click on Microsoft Excel from the list of new connections in Yoom, just like in step (1).
(6) The sign-in screen will appear. Enter your account and click "Next".

Check My Apps in Yoom, and if Asana and Microsoft Excel are included, the integration is complete!

Step 2: Setting Up App Triggers

(1) We will use the template introduced earlier. Click the banner below and click "Try It".

Click on "When a new task is added to a specific project" in the app trigger.

(2) From the screen to select the linked account and action, check if there are any errors in the account information linked with Asana, keep the trigger action as "When a new task is added to a specific project," and click "Next."

(3) The API connection settings screen for the app trigger will appear. Select the trigger activation interval from the dropdown, and you can choose the workspace ID and project ID from the options.
Once the selection is complete, click "Test," and if there are no errors, click "Save" at the bottom.

Step 3: Operate the Database

(1) Next, click on "Add a record."

(2) The database linkage screen will appear. Check if there are any errors in the account information linked with Microsoft Excel, and keep the execution action as "Add a record."

Scroll further down and enter the file save location, drive ID, file name, item ID, sheet name, and table range, then click "Next."
※ File save location: Please select either OneDrive or SharePoint from the dropdown.
※ Drive ID: Select the OneDrive where the relevant Excel file is stored from the options.
※ File name: If the target file name does not appear in the item ID options, enter the file name in this field.
※ Item ID: Select from the options.
※ Sheet name: Specify the sheet name such as "Sheet1."
※ Table range: Specify the table range in the format "A1:G30."
For more information on operating the database, please refer to the following site.
Regarding the settings for operating the database with Excel | Yoom Help Center (intercom.help)

(3) In the detailed settings for database operations, select the record to be added from the output.
Once the selection is complete, click "Test," and if there are no errors, click "Save."

(4) Finally, turn on the email trigger. It's complete!

‍

Summary

How was it? By integrating Asana with Microsoft Excel, it seems like you can say goodbye to transcription errors!
Yoom offers many other templates as well.
Please check the site below for templates using Asana and Microsoft Excel.
List of Templates Using Asana

List of Templates Using Microsoft Excel

Let's use Yoom to increase work efficiency so that tomorrow's work is more enjoyable than today's!