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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Getting your Asana Portfolios data into Google Sheets helps you manage project groups, track high-level initiatives, and build custom reports. Coefficient makes this process seamless and automatic.
This guide shows you how to import your Asana Portfolios data into Google Sheets using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Asana account.
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Step 2:
Step 2. Select Import from… and choose the Portfolios object.
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Step 3:
Step 3. Configure any filters/columns you need and import the data to your Google Sheets.
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Step 4:
Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.
Here’s a simple guide to importing your Asana Portfolios data:
Step 1: Installation and Connection
First, you need to get Coefficient for your Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from the Extensions menu. In the Coefficient sidebar that appears, click “Import from…”. Select Asana from the list of connectors and follow the prompts to connect your account securely.
Step 2: Importing the Data
After connecting Asana, you’ll be prompted to select what data you want to import.
- Choose the option to import Objects.
- Select the Portfolios object from the list provided.
- You can then choose specific fields (columns) you want to pull into your sheet.
- Apply any filters or sorting options if needed to refine your data.
- Click the “Import” button.
Your Asana Portfolios data will now load directly into your Google Sheets.
Step 3: (Optional) Setting Up Auto-Refresh
To ensure your Portfolios data stays current, set up auto-refresh.
- With your imported data sheet open, find the import listed in the Coefficient sidebar.
- Click the “Refresh” button next to the import name.
- Select “Auto Refresh”.
- Choose your desired schedule (e.g., hourly, daily, weekly) and click “Save”.
Coefficient will now automatically update your Portfolios data on the schedule you set.
Available Asana Objects
- Users
- Teams
- Projects
- Tasks
- Sections
- Stories
- Tags
- Portfolios
- Goals
Related Asana Use Cases
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How to Import Users Data from Asana into Google Sheets
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How to Import Teams Data from Asana into Google Sheets
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Frequently Asked Questions
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How to get Portfolios from Asana?
You can get Portfolios data by connecting Asana to Google Sheets. Coefficient allows you to pull live Portfolios data directly into your sheet.
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How do I get a list of Portfolios in Asana?
Coefficient lets you pull a complete list of Portfolios from Asana into Google Sheets. This makes managing your portfolio information easy.
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How do I import Portfolios from Google Sheets to Asana?
Yes, Coefficient supports pushing data from Google Sheets back to Asana. You can import Portfolios data, make changes, and sync them back.
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How do I update Portfolios from Google Sheets to Asana?
Edit your Portfolios data directly in Google Sheets after importing with Coefficient. Then, use Coefficient’s sync feature to update Portfolios in Asana.
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How to automate importing Asana Portfolios to Google Sheets daily?
Set up Coefficient’s auto-refresh feature for your Asana import. You can schedule your Portfolios data to update automatically on a daily basis.
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