How to Import Projects Data from Asana into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Asana Projects data into Excel using Coefficient for better project tracking and management.

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Accessing your Asana Projects data in Excel helps you track project status, analyze performance, and manage your portfolio. Manually exporting this data is slow and quickly becomes outdated.

Using Coefficient creates a live link that automatically refreshes.

This guide shows you how to easily get your Projects data from Asana right into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Asana account.

  • Step 2:

    Step 2. Select Import from… and choose the Asana connector.

  • Step 3:

    Step 3. Pick the Projects object and configure your import options.

  • Step 4:

    Step 4. Import the data to your Excel sheet and set up auto-refresh.

Step-by-step guide to importing Asana Projects into Excel

Step 1: Install and connect Coefficient

First, you need to get Coefficient for Excel.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click on Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient add-in from the Home tab or the Add-ins tab.
  6. In the Coefficient sidebar, click “”Import from…”” and find the Asana connector. You’ll be guided to log in and connect your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Projects data

Now that you’re connected, let’s get the data.

  1. In the Coefficient sidebar, with Asana selected, choose to import from an **Object**.
  2. Find and select the “”Projects”” object from the list.
  3. Choose the specific fields you want to bring into Excel.
  4. Apply any filters or sorting needed for your data.
  5. Click the “”Import”” button.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Projects data current without manual effort.

  1. After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
  2. Click the refresh options icon (usually a small clock or settings gear).
  3. Choose “”Schedule”” to set up automatic refreshes.
  4. Select how often you want the data to update (e.g., daily, hourly) and pick a time.
  5. Save your schedule. Your Projects data will now update on its own.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

Frequently Asked Questions

  • How to get Projects from Asana?

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    You can manually export Projects data from Asana, but this is time-consuming and the data quickly goes out of date. Using Coefficient, you can create a direct connection to import live Projects data into Excel with just a few clicks.

  • How do I get a list of Projects in Asana?

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    Finding a complete, structured list of all projects in Asana might be difficult within the native app. Coefficient lets you pull a full list of your Projects object data into Excel, where you can easily see and work with all entries.

  • How do I download Projects data from Asana?

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    Downloading involves navigating Asana’s export options, which can be basic and static. Coefficient offers a seamless way to download your Projects data directly into Excel, keeping it linked for easy refreshing.

  • How to automate importing Asana Projects to Excel daily?

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    Manual imports mean your project data is quickly outdated. With Coefficient, you can set up a daily auto-refresh schedule so your Projects data in Excel is always current without manual effort.

  • How do I update Projects from Excel to Asana?

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    Updating project information typically happens within Asana. Coefficient supports two-way sync for many connectors, allowing you to update Projects data in your Excel sheet and push those changes back to Asana, streamlining your data management.

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