Asana

BotDojo can integrate with Asana to sync project data and tasks. Following are the steps to set up Asana:

Requirement

To connect Asana to BotDojo, you need an Asana Personal Access Token (PAT). You can create one in your Asana developer console.

1. Go to developer.asana.com

2. Click on My Apps

3. Click on Create New Token

4. Give it a descriptive name (e.g., "BotDojo Integration") and click Generate Token.

5. Copy the generated token (you won't be able to see it again)

Connecting Asana Account With BotDojo

1. Log in to your BotDojo Account and go to Integrations. Click on the Asana Integration and click Connect

2. Paste Asana Personal Access Token in the provided field and click connect.

3. Your Asana account is now successfully connected.

Use Document loader for your Asana Integration

1. Go to Data tab and click on Import Data button on top right of the page.

2. Add new folder e.g. Asana Loder and click on Next button.

3. Select Asana as a source to create Data Loader

4. Set Up Asana by selecting Workspace, Project, Date Range and click on Save button

5. This starts the sync process. Click on the loader name to view the synced files and folders.

6. click on Browse Files And Folders to view the synced data.

7. All the files and folders are successfully synced.

What gets synced from Asana

• Projects: Complete project information including descriptions, due dates, and custom fields
• Tasks: All tasks with their details, assignees, due dates, and status
• Subtasks: Nested task hierarchies and dependencies
• Comments: Task and project comments with timestamps and authors
• Custom Fields: Project and task custom fields and their values
• Tags: Task and project tags for better organization

Common Issues

Sync fails or incomplete data:

• Verify you have access to the selected projects in Asana
• Check that your Asana account has the necessary permissions
• Ensure the date range includes the data you want to sync