Bringing your Asana Goals data into Excel helps you track team goals, monitor progress, and align your work with objectives. Manually exporting this data is inefficient and quickly becomes old.
Coefficient offers a live connection for automatic data updates.
This guide shows you the steps to easily import your Goals data from Asana into Excel.
TLDR
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Step 1:
Step 1. Install Coefficient in Excel and connect your Asana account.
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Step 2:
Step 2. Use Import from… to select the Asana connector.
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Step 3:
Step 3. Choose the Goals object and select the fields you need.
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Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Asana Goals into Excel
Step 1: Install and connect Coefficient
Get Coefficient installed in your Excel application to start.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for and install “”Coefficient”” from the Office Add-ins store.
- Open the Coefficient sidebar, found in the Home or Add-ins tab.
- Click “”Import from…”” and select Asana. Follow the steps to connect your Asana account.

Step 2: Import the Goals data
With the connection ready, you can now bring in your Goals data.
- In the Coefficient sidebar for Asana, choose to import from an **Object**.
- Find and select the “”Goals”” object from the list.
- Choose the specific data fields from Goals that you want in your Excel sheet.
- Apply any filters or sorting if needed.
- Click “”Import”” to pull the data into your sheet.

Step 3: Set up auto-refresh (Optional)
Keep your Goals data current automatically.
- After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
- Click the refresh settings icon.
- Select “”Schedule”” to automate updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a time.
- Save the schedule. Your Goals data will update automatically.

Available Asana Objects
- Users
- Teams
- Projects
- Tasks
- Sections
- Stories
- Tags
- Portfolios
- Goals
Frequently Asked Questions
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