Portal 360
Free importer

Import Asana into Portal 360

The Asana importer is a free app in the Portal 360 Marketplace. It reads your workspaces, projects, sections and tasks from Asana and brings them across into Portal 360. It is one way and read only, so nothing in Asana is changed.

Asana
Xero
QuickBooks
MYOB
XPM
Microsoft 365
Microsoft Outlook

What comes across

Bring projects, tasks and comments across from Asana. Free and read only.

Workspaces and projects

Choose the Asana workspaces and projects to bring across and map each one to a Portal 360 client, entity or task group.

Sections

Sections come across with the tasks in them, so you can see how the work was organised.

Tasks and subtasks

Tasks and their subtasks are imported with assignees and due dates.

Comments

Task comments come across so the conversation history is not lost.

Attachments

Files attached to Asana tasks are imported with the task.

Tags and custom fields

Tags and custom fields can be mapped to the matching fields in Portal 360.

How it works

1

Connect Asana

Open Marketplace > Apps, choose the Asana importer and click Connect. Sign in on Asana's own page and approve read-only access.

2

Choose workspaces and projects

Pick which workspaces and projects to bring across. Anything you leave out stays in Asana and is not imported.

3

Map and match

Map each one to a Portal 360 client, entity or task group. Match people by email (match, invite or skip) and map statuses, priorities, tags and custom fields where your data uses them.

4

Preview with a dry run

See counts, conflicts, possible duplicates and skipped items before anything is written.

5

Confirm and import

Confirm to import. Re-run it later without duplicates, or roll the import back.

Read only and in your control

The importer only ever reads from Asana. You decide what comes across, and you see it before it happens.

One way and read only

Portal 360 reads from Asana and never changes, writes to or deletes anything there.

Your password stays with you

You sign in on Asana's own page in a secure pop-up and approve read-only access. Portal 360 never sees your password.

Owners and admins only

Only owners and admins can run an import, and every import is logged.

Disconnect any time

Disconnect in Portal 360 and revoke access from Asana whenever you like. Tokens are stored encrypted.

Nothing written until you confirm

A dry-run preview comes first. Portal 360 writes nothing until you review it and confirm.

Re-run and roll back

Imports can be re-run without creating duplicates, and each import can be rolled back.

Preview before anything is written

Map your projects, sections to Portal 360 clients, entities or task groups, then run a dry-run preview. You see what would be created, what conflicts and what would be skipped. Nothing is written until you confirm.

Dry-run preview: Asana import

Example
Projects selected
4
Tasks and subtasks to create
128
People matched by email
9
Possible duplicates
2
Skipped items
5
Confirm importGo back
Example data only. Your own projects and counts appear in the preview before you confirm.

Immutable backups

Tamper-proof copies of your data

ISO 27001 certified security

Independently audited

99.99% uptime SLA

Built to stay available

Australian data centre and hosting

Your data stays onshore

Migration program

Switching practice management software? We move you across.

For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.

See the migration program

Frequently Asked Questions

Yes. The Asana importer is a free app in the Portal 360 Marketplace. You need a Portal 360 account to use it.

Asana is a trademark of its owner. Portal 360 is not affiliated with or endorsed by Asana.

Ready to get started?

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