Connect to Asana

Overview

This guide will walk you through establishing a connection required for the Asana integration. It is divided into three sections.

• Before You Begin
• Prepare Asana Account
• Establish Connection

Section 1: Before You Begin

Asana Administrator Role

• The Customer must have the administrator role in Asana.

Asana Team Username

• If the customer integrates with an organization workspace (instead of a regular workspace), the username they use during the connection process will need to be the one associated with the Asana team they choose during the mapping setup process, which will be done with a Paylocity representative sometime after completing this connection guide. It is important that the customer knows the correct team username before starting the connection. 

Important Notes

• The values listed below are generated in Asana. The Customer will obtain these values in Section 2. It's important to copy and store these values somewhere safe until they are ready to use in Section 3. 
  • • Client ID
    • Client Secret

Section 2: Prepare Asana Account

Task 1: Add Paylocity Application in Asana, Obtain Client ID & Client Secret, and Add Redirect URLs

• Step 1: Log in to Asana. Click your user icon located at the top right of your screen.
• Step 2: Select My Settings from the drop-down menu.

• Step 3: Select Apps.

• Step 4: Under My Settings, select Manage Developer Apps at the bottom of your screen.

• Step 5: Select Create new app.

• Step 6: In the App Name field, enter Paylocity Integration. Agree to the API terms and conditions. Then, click the Create app button.

• Step 7: You will see the Client ID and Client Secret as shown in the screenshot below. Copy each value by clicking the Copy buttons to the right of each. Make sure to paste these somewhere safe and accessible, because you will need them in the next section to establish the connection.

• Step 8: On the left navigation menu, select OAuth.

• Step 9: Click the Add redirect URL button.

• Step 10: Enter the URL below, then click the Add button.

  • • https://app.cloudsnap.com/oauth_flow/complete

• Step 11: Click the Add redirect URL button again.

• Step 12: Enter the URL below, then click the Add button.
  • • https://app.csnapstage.com/oauth_flow/complete

Step 13: You will see two Redirect URLs as shown in the screenshot below.

Section 3: Establish Connection

Task 1: Paylocity Representative Generates Link

This Task will be completed by a representative from Paylocity while on a call with the Customer. 

• Step 1: On the left menu, click/expand Integration Management.

• Step 2: Click Apps from the drop-down menu.

• Step 3: Scroll down until you see the Asana application. Click the application icon or anywhere within the row where the Asana application is located.

• Step 4: You will be taken to the Asana screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right-clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open. 

Task 2: Customer Connects to Asana

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser. It will take you to the Connect Paylocity to Asana screen. The fields are Client Secret, Client ID, and Confirm Client ID. Paste the values you obtained in Section 2 here. 

• Step 2: Click Update App. 

• Step 3: You will see the screen below. Click the Connect button.

• Step 3: You will be taken back to Asana and prompted to authorize the integration. Click the Allow button. 

• Step 4: You will see the screen shown below. This indicates that your credentials were stored for the integration.

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Section 3, Task 2, Step 4), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the Asana page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the Asana connection has been established, and the connection can be used for Asana.
    • If the connection fails, check and correct the Asana credentials.