Setting Up Asana Airtable Integration: 2 Easy Steps

Airtable serves as a low-code platform for building collaborative apps. This Cloud collaborative service is well known as a Spreadsheet-Database Hybrid, with the features of a database in the form of a spreadsheet. Asana is a web and mobile application designed to help teams track, organize, and manage their work. 

This blog talks about the steps you can follow to set up Asana Airtable Integration. You first need to connect Asana to Google Sheets followed by establishing a connection from Google Sheets to Airtable. It also gives a brief introduction to the two tools that includes their features and benefits.

Table of Contents

• Introduction to Airtable
• Introduction to Asana
• Understanding the Asana Airtable Integration Setup
  • Asana Airtable Integration: Move Data from Asana to Google Sheets
  • Asana Airtable Integration: Move Data from Google Sheets to Airtable 
• Conclusion

Introduction to Airtable

Airtable allows its users to create a database, set up column types, link tables to each other, add records, sort records, collaborate, and publish views to websites. The basic components of Airtable are as follows:

• Tables: A table is similar to a spreadsheet. A collection of tables makes up a Base in Airtable. 
• Fields: Every entry in a table is called a Field. They aren’t just limited to hold text, and support 16 basic field/data types: long text articles, file attachments, URLs, numbers, percentage, currency, formulae, barcodes, auto-number, single and multiple-selects from drop-down lists, single-line texts, checkboxes, email ids, phone numbers, date and time.      
• Views: Airtable Views display the result sets of the data queries. These can also be saved for future purposes. 
• Bases: Bases hold all the information needed to create a project. They can be built from existing templates offered by Airtable from an existing base, from a spreadsheet, or scratch.  
• Records: Every row of a table in  Airtable can be called a Record.
• Workspaces: A collection of Bases is called a Workspace in Airtable.   

Here are a few benefits of Airtable:

• Simplicity: Users find managing rows and columns swiftly with the use of drag-and-drop tools. They can quickly change the order of data, hide fields, sort records, and other display customization. Airtable also provides a personalized dashboard of the information they need, even when other team members are accessing the same main/primary database.
• Customizable: With Airtable sync, the feature can be linked by synchronizing records from a source base to one or more destination bases. It has many custom tools to beautify and automate the workflows with custom trigger-action. For instance, using it as a CRM (customer relationship management), one can link the tables to display sales, marketing campaigns, and record service issues to respective departments enabling data confidentiality.  

Introduction to Asana

Asana is a work management platform available as a Cloud service that helps users to organize, track, and manage tasks. Asana helps to plan and structure work in a way that suits organizations. All activities involved in a typical organization, right from project planning to task assignment, risk forecasting, assessing roadblocks, and changing plans can be handled on the same platform. All this is available at a very flexible pricing plan based on the number of users per month. There is also a free version available for teams up to a size of 15. Almost 70000 organizations worldwide use Asana for managing their work.

Here are a few key advantages of Asana:

• Prioritization: A key advantage of Asana is that it helps organizations and businesses focus on being productive. This is the reason behind every assignment within a project having a label and a deadline, making it easy to track. It also supports the alignment of projects to business goals and transparency. 
• Security: Asana emphasizes built-in admin controls for the management of both guests and internal teams. Asana also has privacy and permission controls that allow project managers to lock down projects with comments-only permissions. This helps avoid unwanted edits. Enterprise users can have additional Team Management and Data Security controls.   
• Free Plan: Project Management Software is a requirement for all business sizes, including medium and small-sized businesses. Asana offers a free plan that allows teams to work with capable Project Management Software while on a tight budget.  
• Variety of Integrations: Asana can easily integrate with various third-party software and apps. This simplifies the adoption of Asana as a comprehensive and flexible solution to a company’s Project Management needs. It integrates with Dropbox, Salesforce, Google Calendar, and Slack, and many more.
• Collaboration: Asana encourages people to invite partners, guests, and co-workers to a collaborative workspace. This workspace allows everyone to view projects and tasks. The Teammate View allows users to look at tasks assigned to team members to get a better understanding of their workload. Project Members can see everything that is shared with them or with their organization. This information is publicly accessible.  
• Customization: Asana dashboards are designed to be highly customizable. This allows team leaders to keep track of each task separately. Users can also apply the customizations to the dashboard to track customer inquiries or job applicants. It can also be used to create a workspace for group conversations.

Understanding the Asana Airtable Integration Setup

Here are the two steps involved in setting up Asana Airtable Integration:

• Asana Airtable Integration: Move Data from Asana to Google Sheets
• Asana Airtable Integration: Move Data from Google Sheets to Airtable 

Asana Airtable Integration: Move Data from Asana to Google Sheets

In the first step of Asana Airtable Integration, Moving data from Asana to Google Sheets is beneficial as Portfolio Reporting in Google Sheets takes data from Asana projects in your portfolio. This allows you to create custom visualizations and reports. Portfolios in Asana allow you to keep track of the progress of key initiatives. 

The Asana Google Sheets Integration allows you to use your Asana Portfolio data to build custom reports. This includes charts, scatterplots, tables, and much more.

• Step 1: First, navigate to your desired portfolio in Asana.
• Step 2: Click on the drop-down arrow visible next to the Portfolio header.
• Step 3: Click on the Export button and then click on Google Sheets.
• Step 4: All first-time users will have to authorize Asana to connect to their Google account. 

Asana Airtable Integration: Move Data from Google Sheets to Airtable 

This Asana Airtable Integration step utilizes the Airtable add-on known as Google Sheets Importer.

• Step 1: First, navigate to the Airtable home screen and select the option “Add a Base”. This will be followed by selecting the “Import Data” option. You can then choose Google Sheets from the available options.

• Step 2: Next, you need to choose an existing Google Sheets account if you’ve already connected it with Airtable. You can also add a new account by following the prompt given below. You can choose the Sheet to work with from your account.

• Step 3: After selecting the sheet, a new Base is created. Each sheet in your workbook gets converted to a Table in your Airtable Base. Airtable then automatically tries to convert the data into Airtable Field Types.
• Step 4: Finally, you can rename the Base and use it to further customize it with Airtable apps, views, scripts, fields, and automation.

Conclusion

This blog talks about the two steps you can use to set up Asana Airtable Integration in a seamless fashion through Google Sheets. It also gives a brief introduction to Airtable and Asana before diving into the steps involved in the integration process.

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