Asana Integration Setup

Getting Started

BalkanID recommends creating a separate service account for the purposes of this integration, instead of using personal or employee named accounts. Make sure that the account has ownership or super admin level permissions.

Requirements:

• Personal Access Token

Step to obtain Personal Access Token

1. Login to Asana, and Click on your profile photo in the top right corner of the Asana app. Select My Settings... > Apps > Manage Developer Apps.

   

   
2. Follow the below steps to get personal access token from Asana:

   1. Click on Create New Token.

      
   2. Type a Purpose for which you want to create a Token. Click Create token.

      
3. Copy the Token value and store it securely.

Configure Asana within your BalkanID tenant

1. Login to the BalkanID application and switch to the tenant you would like to add your integration to.

2. Head to Integrations > Add Integration, select Asana.

   

   
3. Set up the Primary Application owner (mandatory) and the Description, if any. Set up Secondary Application Owner(s), if any.

   Select the Extraction Type. From here, you can configure your application using one of the following methods:

   1. Direct integration - Provide your Personal Access Token obtained above to set up a direct connection with BalkanID.

   2. SCIM integration - Provide SCIM server credentials to set up a SCIM connection with BalkanID.

   3. Manual file upload - Upload Entity and Entity Relations through a .CSV file upload. Contact the team for assistance with this.

   4. Automated upload using API - You can upload data using our Bulk APIs with the help of an API key which will be provided to you. Please refer to the entity and entity relation upload docs for specific instructions on uploading your data through the API.

   
4. Click on next to move onto Optional Configuration.

5. Fill Optional configuration, if required.

   
6. Once you filled in the information, click Save. Your integration is now configured and you will see the status of the integration displayed alongside other integrations on the Integrations page. When data is available, the integration Status column will read Connected and the integration Message will read Data available.