# Asana Salesforce integration

## Integrating Asana and Salesforce <a href="#integrating-asana-and-salesforce" id="integrating-asana-and-salesforce"></a>

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 <a href="#asana-salesforce-licensing-model" id="asana-salesforce-licensing-model"></a>

The Asana-Salesforce licensing model with Getint is designed to accommodate different integration needs. Here’s an overview:

#### Standard Licensing <a href="#standard-licensing" id="standard-licensing"></a>

* 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 <a href="#network-license" id="network-license"></a>

* 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**](https://docs.getint.io/billing-and-services/licensing).

#### Salesforce API Requirements <a href="#salesforce-api-requirements" id="salesforce-api-requirements"></a>

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

{% hint style="info" %}
If using a Salesforce edition without API access enabled, please contact Salesforce support or refer to the Salesforce Help & Training Community.
{% endhint %}

#### Requirements to Build Your Integration: <a href="#requirements-to-build-your-integration" id="requirements-to-build-your-integration"></a>

* For non-Jira connectors, we offer 2 options: [**Getint Saas**](https://app.live.getint.io/) and the **On-premise version** (self-hosted environment). More information about Getint On-premise [here](https://docs.getint.io/getting-started-with-the-platform/deployment-options/on-premise-deployment).
* 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](https://docs.getint.io/guides/quickstart/connection#asana).

&#x20;

### Setting Up Your Asana Salesforce Integration <a href="#setting-up-your-asana-salesforce-integration" id="setting-up-your-asana-salesforce-integration"></a>

#### 1. Access the Getint App <a href="#id-1.-access-the-getint-app" id="id-1.-access-the-getint-app"></a>

* Log in at [app.live.getint.io](http://app.live.getint.io/). If you do not have an account, click **Sign up** to create one.

<figure><img src="/files/WqXxJ8ZOPQLt7olzqlpT" alt=""><figcaption></figcaption></figure>

* Enter your details, select the apps you want to connect, and click **Create new workspace**.

<figure><img src="/files/Gfkux7aqxCqWxU3ePPHL" alt=""><figcaption></figcaption></figure>

* After you create the workspace, go to it to launch Getint.

<figure><img src="/files/jajHX0R34sfg1YfKOpYD" alt=""><figcaption></figcaption></figure>

* The Getint interface will load.

<figure><img src="/files/IJYgWqVJbWJ5hTZAm29R" alt=""><figcaption></figcaption></figure>

#### 2. Create an Integration <a href="#id-2.-create-an-integration" id="id-2.-create-an-integration"></a>

* Go to **Workflows** (lightning bolt icon), and click **Create Integration**. From this menu, select **Continuous Sync** or **Data Migration**.

<figure><img src="/files/pU29yN2ySAXs0letVrtQ" alt=""><figcaption></figcaption></figure>

#### 3. Generate an Asana Personal Access Token <a href="#id-3.-generate-an-asana-personal-access-token" id="id-3.-generate-an-asana-personal-access-token"></a>

* Log in to Asana and follow the video below to generate your Access Token.

{% embed url="<https://www.loom.com/share/639cea037a6244bebc40e2441bbdb46f>" %}

#### 4. Generate Salesforce Credentials <a href="#id-4.-generate-salesforce-credentials" id="id-4.-generate-salesforce-credentials"></a>

* Generate OAuth credentials to connect with Salesforce. These allow Getint to access your instance.

{% embed url="<https://www.loom.com/share/95ee027dd94b413f9046b1f1217cc55f>" %}

{% hint style="info" %}
For detailed instructions on setting up your account credentials, please refer to our [Salesforce Tokens & Requirements](https://docs.getint.io/guides/quickstart/connection#salesforce) guide.
{% endhint %}

#### 5. Connect to Asana <a href="#id-5.-connect-to-asana" id="id-5.-connect-to-asana"></a>

* In Getint, click on **Connect App** and choose Asana.
* Enter your Access Token for Asana.

<figure><img src="/files/RBQJCF1QpjrelbUabdLZ" alt=""><figcaption></figcaption></figure>

* Select the project you wish to integrate with Asana.

<figure><img src="/files/aDYX5FUovkPGKZkJI4uv" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
You can only select one project when syncing with Salesforce. Selecting multiple projects will cause Salesforce to disappear from your available integration options.
{% endhint %}

* Click **Connect** to establish the connection.

#### 6. Connect to Salesforce <a href="#id-6.-connect-to-salesforce" id="id-6.-connect-to-salesforce"></a>

* Now, click on **Connect App** and choose Salesforce. Enter your Salesforce instance URL in the **URL** field and click **Next**.

<figure><img src="/files/yEQiJM73jGFodb3APg5p" alt=""><figcaption></figcaption></figure>

* Assign a name to the connection and enter the **client\_id** and **client\_secret** credentials.

<figure><img src="/files/IMXjrD5FnmsyZNtOsJRW" alt=""><figcaption></figcaption></figure>

* **Add** the connection and select it.

#### 7. Configure Type Mapping <a href="#id-7.-configure-type-mapping" id="id-7.-configure-type-mapping"></a>

* **Quick Build**: Automatically map fields and types between applications with this feature.

<figure><img src="/files/LiZNBQ5abu1GAiid94nT" alt=""><figcaption></figcaption></figure>

* **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.

<figure><img src="/files/aZZ18I1zHCsaMyf3k7y9" alt=""><figcaption></figcaption></figure>

#### 8. Field Mapping <a href="#id-8.-field-mapping" id="id-8.-field-mapping"></a>

* Review or manually map fields within mapped types, including **title**, **description**, and **assignees**.

<figure><img src="/files/B6TkVCWoeowdbTo4CLnc" alt=""><figcaption></figcaption></figure>

* Ensure synchronization flow is defined for each field, using the arrows and selecting **Apply**.

#### 9. Assignee Mapping <a href="#id-9.-assignee-mapping" id="id-9.-assignee-mapping"></a>

* Use the assignee mapping option to match Salesforce assignees to Asana assignees. For more details, visit our doc: [Assignees (users) mapping](https://docs.getint.io/getintio-platform/workflows/assignees-users-mapping).

<figure><img src="/files/7gQpiICzWo1tRAyo4FL7" alt=""><figcaption></figcaption></figure>

#### 10. Status Mapping <a href="#id-10.-status-mapping" id="id-10.-status-mapping"></a>

* Map status fields to align between Salesforce and Asana. For example, **To do** in Asana could be mapped to **New** in Salesforce.

<figure><img src="/files/W1gE4OpkG9DFVtBDIxdZ" alt=""><figcaption></figcaption></figure>

* You can also configure the status direction to support unidirectional transitions instead of bidirectional updates.

#### 11. How to Manage Comments & Attachments: <a href="#id-11.-how-to-manage-comments-and-attachments" id="id-11.-how-to-manage-comments-and-attachments"></a>

* 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).

<figure><img src="/files/J2Ait0wpwGI4K0fx7eua" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/HH0oS327tvS6BLEvsHjo" alt=""><figcaption></figcaption></figure>

* You can configure the attachment sync direction by choosing between bidirectional, App A (left), or App B (right).

<figure><img src="/files/nwEFHwn1SCsCs0mHiNKq" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
**Inline images** aren’t supported for the **Description** field.
{% endhint %}

#### 12. Advanced Tab <a href="#id-12.-advanced-tab" id="id-12.-advanced-tab"></a>

* 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.

<figure><img src="/files/tBxAnd3fgrGBPQEnFPuC" alt=""><figcaption></figcaption></figure>

#### 13. Filtering: <a href="#id-13.-filtering" id="id-13.-filtering"></a>

It is possible to filter the synchronization to have it customized for your needs and requirements. Please see the doc [Items Filtering](https://docs.getint.io/getintio-platform/workflows/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.

<figure><img src="/files/DhfeEFhP0vJFST7MhyFa" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/iF5dkk7691K00h9yLVO4" alt=""><figcaption></figcaption></figure>

#### 14. Test the Integration <a href="#id-14.-test-the-integration" id="id-14.-test-the-integration"></a>

* 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 <a href="#conclusion" id="conclusion"></a>

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](https://getint.io/help-center) or [Schedule a Demo](https://calendly.com/d/cpws-jb2-8xx/demo-call-all-team).

<figure><img src="/files/otyodSR2k1YTwh3mrnVq" alt=""><figcaption><p><a href="https://calendly.com/d/cpws-jb2-8xx/demo-call-all-team
">Start your integration journey. Schedule a free consultation with our Getint Integration Expert today!</a></p></figcaption></figure>


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