Extended Connector Integration for Asana Users

Let Oomnitza be your single source of truth!

You'll get visibility of your users as data from Asana is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and Asana in minutes

Get the information and insights that you need to reduce costs and the time that you spend on administration tasks such as:

  • Configurable dashboards and list views of key asset and software information
  • Configurable reports to share information about your assets and software with your colleagues and management
  • Configurable workflows for deactivating and deleting users

Before you start

To stream Asana data into Oomnitza, you must create an Asana app.

Use this URL if you're prompted to enter a redirect URL: https://generic-oauth2-proxy.oomnitza.com/oauth2/redirect_url

To add your 0Auth 2.0 credentials to Oomnitza, you must capture this information when you create your Asana app:

  • Your client ID
  • Your client Secret

Scope
When you add your credentials to Oomnitza, you must also enter a value for scope. The value for scope, is either default or profile. Learn more Get multiple users.

Useful links

blue_link.svg Asana API Overview

blue_link.svg Asana: 0Auth 2.0 Authentication

Set your Asana workspace ID as a global variable

To save time when you use the API block to create workflows, set your workspace ID as a global variable:

  1. Log into Oomnitza.
  2. From the menu, click Settings.
  3. Click Global Settings.
  4. Click Add new variable (+).
  5. Add the Asana.WorkspaceId variable and its value.
  6. Save your changes.

Workspace ID
To find out how to retrieve your workspace ID, open the Asana API.

Add credentials to the vault in Oomnitza

To authorize connections between Oomnitza and Asana, you must add the 0Auth 2.0 credentials that you created for Asana to the credentials vault in Oomnitza.

  1. Log into Oomnitza.
  2. Click Settings > Credentials, and then click Add new credential (+).
  3. On the INFORMATION tab, complete these actions:
    1. Add the name of the credential such as Asana for Devices.
    2. Add the name of the owner. 
  4. On the AUTHORIZATION tab, complete these actions:
    • As authorization type, select 0Auth 2.0.
    • From the SaaS list, select Asana.
    • Enter your client ID and client secret.
    • Enter a value for scope, which is either default or profile.
    • Click Authenticate.
  5. Click CREATE. 

Next step

You use the credentials that you added to create and customize your Asana integration with Oomnitza.

Info and connect details

  1. From the menu, click Settings.
  2. On the Integrations page, scroll down to the Extended section for User Integrations.
  3. Click NEW INTEGRATION.
  4. In the New User Integration sidebar, click Asana.
  5. To integrate Oomnitza with the Asana User Load, click APPLY and then click NEXT twice.

Connect page

Best practice
To ensure that only live user records are streamed from Asana to Oomnitza, choose Update only as your integration preference. When you run the integration, you can check the error logs to see which user records weren't uploaded and why they weren't uploaded. You can then decide whether to upload the user records that were skipped by changing your integration preference to create and upload. See How to access error logs.

  1. Enter a descriptive name for the integration such as Asana Users. That'll be the name of the user integration that is shown on the Integrations page.
  2. From the User Selection list, select User plus SaaS User.
  3. From the installation type list, select Cloud.
  4. From the Credentials list, select the credentials from the Oomnitza vault.
  5. From the Integration Preferences list, select Update only.   
  6. Enter the name of the user of the integration.
  7. Click Next.

Mappings

Map the Asana fields to Oomnitza fields and create custom mappings to get the user information that you need.

Standard Asana to Oomnitza mappings

The following Asana fields can be mapped to Oomnitza: 

  • Connector Sync Time
  • Display Name
  • Email
  • Resource Type
  • User Id

Assign the employee role to Asana users

On the Mapping page, complete these steps:

  1. In the Oomnitza column, scroll down to the Role field.
  2. Select Employee.

Ensure that you select one of the fields as the Sync Key such as the email field.

Want to map more Asana asset fields to Oomnitza?
Contact Support, or see Mapping extended connectors.

When you've completed mapping the Asana fields to Oomnitza fields, click NEXT.

Schedule

By default, Asana user data is streamed to Oomnitza once every day.

You can configure the schedule to meet your needs such as changing the interval or changing the time so that the data is streamed when your system isn't busy.

  1. Configure your schedule.
  2. Click FINISH.

Result

A new tile is created for the integration on the Integrations page. 

What to do next

If you want to see what information is collected now, click the tile on the Integrations page and click RUN.

edit-integration.svg

Figure: Mock-up for illustration purposes

If you want to change the integration settings, you can click a navigation link on the page, such as 4 Mappings, and edit the settings. 

Deactivate and delete user workflows

You can create workflows that automate the deactivation and deletion of users.

To deactivate users, you add the SaaS User Role Retrieval Block to the workflow.

To delete users, you add the API Block to the workflow.

Example: Deactivate users workflow
1. From the menu, click Software and from the Workflow list, click SaaS Users.
2. Click Add.
3. Enter the name and the description of the workflow and click Add New. The Begin and End blocks are automatically added to the sandbox.
4. Edit the Begin block by choosing a schedule and adding the rules that will trigger the deactivate workflow. For example, add the rule Name equals Asana, and a rule to trigger the deactivation.
5. Drag and drop the SaaS User Role retrieval block onto the sandbox.
6. Enter Asana in the search field and click the arrow 40px-right_arrow-selected.svg next to Asana User Role.
7. Select the credentials that were added and click SAVE.
8. Connect the blocks.
9. Validate, launch, and save your workflow.

blue_link.svg Understanding workflows

blue_link.svg Workflow block overview 

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets, learn how to:

  • Configure dashboards for your assets and software
  • Configure custom reports about your assets and software

See Getting started.

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