Asana: Import projects and people and enable project sync

This article is for Administrators. Learn more about permissions. If you’re a Member, check out our Member resources.

If you’ve already set up your projects and teammates in Asana, you can import your projects and team into Harvest using the Harvest + Asana integration, as well as enable a one-way project sync from Asana to Harvest.

You can also enable tracking time to Harvest in your Asana account, as described in our article on tracking time from Asana

Authorize Harvest to access Asana

We’ll need access to your Asana account in order to import. Follow these steps to authorize this access:

  1. In Harvest, click on Settings (upper right corner).
    • Only Administrators can view and change account settings.
  2. Click Integrations in the left sidebar.
  3. In the Asana section, click on Connect.
  4. On the next page, click Let’s get started.
  5. If you’re not already signed in to Asana, enter your Asana email and password and click Log In.
  6. Click Allow to give Harvest permission to access your Asana account.

Note: You must have Administrator permissions in Harvest to authorize and import from Asana, and this functionality isn’t available to accounts on the Harvest free plan.

Import projects, enable project sync, and import people from Asana

Once you’ve authorized Harvest to access your Asana account, you can immediately start importing your projects and people as well as enable a one-way project sync from Asana to Harvest. We recommend only importing the projects and people you actively need in Harvest.

Once you’ve imported projects or chosen to import them later, you’ll be given the option to Enable the sync for future projects. If you enable the project sync, whenever you create a project in Asana we’ll:

  • Create a project with the same name in Harvest.
  • Add a link to the Harvest project so that you can easily access the project in Asana.

You can disable this sync in the future. If this sync is enabled, we recommend that your team make a habit of creating projects in Asana first to save time and avoid duplication

  1. Select the projects you’d like to import, then click Import projects.
    • Your team or workspace names in Asana will import as clients in Harvest.
    • If you don’t need to import projects from Asana yet, click Import later.
  2. To enable the sync, click Enable project sync. If you do not want to enable the sync or want to do it later, click Enable later.
  3. On the next screen, select the people you’d like to import, then click Import people.
    • Importing people will invite them to join your Harvest account with Member permissions.
    • If you don’t need to import people from Asana yet, click Import later.

The final screen will take you through the steps to download and install the Harvest browser extension so that you can track time to those projects right from Asana.

Returning to the import flow

You can return to the import flow at any time to import additional projects and people.

  1. In Harvest, click on Settings (upper right corner).
    • Only Administrators can view and change account settings.
  2. Click Integrations in the left sidebar.
  3. In the Asana section, click Import projects and people from Asana.

From here you can choose to:

  • Import projects.
  • Enable or disable project sync.
  • Import people.
  • Get the browser extension (if you haven’t already).

 How importing projects and people from Asana is handled

Imported teammates will be added to the same projects in Harvest that they’re assigned to in Asana.

When a project is imported from Asana, any teammates assigned to the project in Asana will be assigned to the newly-created Harvest project. This occurs as long as the person's profile has previously been imported to Harvest using the integration.

Limitations of the import functionality

  • Importing projects from Asana to Harvest will not import tasks. Tasks still need to be manually added to your Harvest projects. For more information about creating and managing tasks see our article on tasks. 
  • The integration offers a one-way copy from Asana to Harvest. It does not sync data from Harvest back into Asana. For example: Changes to project names in Asana will automatically update in Harvest, but any changes to project names made in Harvest will not reflect in Asana. If you'd like your data to transfer from Harvest to Asana, the best way to do that would be through a third-party connection, like the one offered by Zapier

Disconnect and deauthorize Harvest and Asana

At any time you can disconnect Asana from Harvest, which will remove the ability to import projects and people from the Harvest settings as well as disable the project sync. You can also deauthorize Harvest from having access to your Asana account.

Note that disabling Harvest time tracking in Asana is a separate process, as described in Disable Harvest time tracking in Asana

Disconnect Harvest and Asana for the purposes of importing projects, people, and project sync

  1. In Harvest, click on Settings (upper right corner).
    • Only Administrators can view and change account settings.
  2. Click Integrations in the left sidebar.
  3. In the Project management section, click on View settings below Asana.
  4. Click Disconnect and confirm.

Deauthorize Harvest from accessing your Asana account for the purposes of importing projects and people

  1. In Asana, click your profile photo in the top right corner and select Settings.
  2. Select the Apps tab.
  3. Under Authorized Apps, click Deauthorize to the right of Harvest.

 

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