Asana Salesforce integration
Integrating Asana and Salesforce
Connecting Asana with Salesforce allows technical and sales teams to synchronize project management data with customer relationship management records. This integration ensures that updates in one platform reflect in the other, which reduces manual data entry and prevents discrepancies between your departments.
Asana Salesforce Licensing Model
The Asana-Salesforce licensing model with Getint is designed to accommodate different integration needs. Here’s an overview:
Standard Licensing
For non-Jira connectors, we offer a simple license tied to a fixed fee depending on the apps you’re syncing.
This license covers the integration between 1 instance A (Asana) and 1 instance B (Salesforce).
No hidden costs. You can sync an unlimited number of projects and work items between these instances.
Network License
For managed services companies or organizations looking to integrate three or more instances (whether the tools are the same or different), Getint offers a Network License. This custom license covers a specific number of connections (i.e., up to 10 instances) without restrictions on the tools involved. You can also swap the integrated tools while the license remains active, offering unparalleled flexibility.
For more details on licensing, visit our Licensing Page.
Salesforce API Requirements
Salesforce requires API access for integration. API access is enabled by default in the following editions:
Enterprise Edition
Unlimited Edition
Performance Edition
Developer Edition
API access is NOT enabled by default in:
Group Edition
Essentials Edition
Professional Edition
If using a Salesforce edition without API access enabled, please contact Salesforce support or refer to the Salesforce Help & Training Community.
Requirements to Build Your Integration:
For non-Jira connectors, we offer 2 options: Getint Saas and the On-premise version (self-hosted environment). More information about Getint On-premise here.
Comments are attributed to the user who created the connection. Therefore, we recommend using dedicated Service Accounts for both instances.
Personal Access Tokens are required for Asana and Salesforce authentication. You can find the steps to generate the access token for your connectors here: Connection Guide.
Setting Up Your Asana Salesforce Integration
1. Access the Getint App
Log in at app.live.getint.io. If you do not have an account, click Sign up to create one.
Enter your details, select the apps you want to connect, and click Create new workspace.
After you create the workspace, go to it to launch Getint.
The Getint interface will load.
2. Create an Integration
Go to Workflows (lightning bolt icon), and click Create Integration. From this menu, select Continuous Sync or Data Migration.
3. Generate an Asana Personal Access Token
Log in to Asana and follow the video below to generate your Access Token.
4. Generate Salesforce Credentials
Generate OAuth credentials to connect with Salesforce. These allow Getint to access your instance.
For detailed instructions on setting up your account credentials, please refer to our Salesforce Tokens & Requirements guide.
5. Connect to Asana
In Getint, click on Connect App and choose Asana.
Enter your Access Token for Asana.
Select the project you wish to integrate with Asana.
You can only select one project when syncing with Salesforce. Selecting multiple projects will cause Salesforce to disappear from your available integration options.
Click Connect to establish the connection.
6. Connect to Salesforce
Now, click on Connect App and choose Salesforce. Enter your Salesforce instance URL in the URL field and click Next.
Assign a name to the connection and enter the client_id and client_secret credentials.
Add the connection and select it.
7. Configure Type Mapping
Quick Build: Automatically map fields and types between applications with this feature.
Manual Mapping: Use this feature for full control over your integration. Click +Add Type Mapping to manually define your types, such as Case, Task, Account, and Contact.
Example mapping: Task ↔ Case.
8. Field Mapping
Review or manually map fields within mapped types, including title, description, and assignees.
Ensure synchronization flow is defined for each field, using the arrows and selecting Apply.
9. Assignee Mapping
Use the assignee mapping option to match Salesforce assignees to Asana assignees. For more details, visit our doc: Assignees (users) mapping.
10. Status Mapping
Map status fields to align between Salesforce and Asana. For example, To do in Asana could be mapped to New in Salesforce.
You can also configure the status direction to support unidirectional transitions instead of bidirectional updates.
11. How to Manage Comments & Attachments:
The Comments & Attachments tab is enabled by default. You can configure these settings to match your organization’s needs, such as selecting unidirectional or bidirectional sync and filtering by criteria like creation date, author, or visibility (public/private).
Use the Customize comments creation setting to manage how comments are processed. You can set comments to Public or Private, or choose to skip them entirely.
You can configure the attachment sync direction by choosing between bidirectional, App A (left), or App B (right).
Inline images aren’t supported for the Description field.
12. Advanced Tab
Enable Customize create/update actions to manage item synchronization. This allows for specific rules, such as one-way creation for the left application combined with bidirectional updates.
13. Filtering:
It is possible to filter the synchronization to have it customized for your needs and requirements. Please see the doc Items Filtering for more details.
UI Filtering Option:
Click on the filtering icon near the app icon in your integration. This will apply to that side of the integration.
Select if the filtering applies to All, New, and Synced items.
Note that if the option New items is selected, the filtering will apply only to the new items, and the already synced items will continue to sync and update. If the option Synced items is selected, only the already synced items will be updated based on that filter.
Choose the options and add the value for the filter. It is possible to filter more than one option for each field.
Select Apply after creating the filters and Save the integration.
14. Test the Integration
Create test issues or tasks in Jira or Asana and observe how they synchronize.
Ensure that the data between the two platforms is correctly synced.
Monitor the integration status and the logs in Getint to verify that everything functions as expected.
Conclusion
Following this guide lets you set up the Jira-Asana integration with Getint. This configuration supports data synchronization of issues, tasks, and workflows across development and project management tools, allowing teams to collaborate while connecting developers and project managers.
For further assistance, please contact us at the Support Center or Schedule a Demo.
Last updated
Was this helpful?