How to Integrate SAS Flex with Asana

SAS Flex offers a number of app integrations that are designed to make your life easier, such as Asana. Asana is an online project management system that helps you stay organized by creating tasks, tracking progress, creating workflows, prioritizing your to-do list, and more. If your business uses this software, integrating your account with the Asana app in the portal will automatically push data from your calls into Asana. This eliminates the need for you to do double the work, converting messages into new entries. 

Follow the step-by-step instructions below to connect Asana to your SAS account. In this tutorial, you'll learn how to:

Connect Asana with Your SAS Account

1
In the SAS Flex portal, click  Integrations from the left side menu. 

2
From the Apps screen, click the  Install button next to the Asana logo.

3
On the next screen, click  Connect to my Account. Then, in the pop-up window, select Allow.

Setting Contact Data Parameters

1
Now that Asana is connected to the app, click  Add configuration to begin the setup. 

2
First, name your configuration. This is how your Asana integration will be displayed within your SAS Flex portal. Then, you'll need to tell the system which Asana project to associate with this integration. Callers' details will be sent to the project you select.

3
Click Save

Asana Custom Mappings (Optional)

Once the data section is complete, you can map your call data directly to specific Asana fields by adding Custom mappings.

1
To begin, click  Add Mapping.

2
In the first dropdown box, select either  Collector or  Text.

Collector will allow you to use specific SAS script variables to populate Asana's support ticket fields. If you select Collector, use the dropdown in the second column to select a script variable.

Text gives you the option to type your own data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.

3
After you've completed the second column, you will set the  Object, Type and  Mapping.

The  Object dropdown gives you 2 options: Task or Section. The Object determines which Asana fields will be available.

The  Type drop down gives you options for Standard or Custom. Selecting Standard will bring up the default fields for the Object you selected. Setting it to Custom will bring up any custom fields that you have built into your Asana system.

NOTE: If you chose Section in the Option dropdown, you can only choose the Standard Type option.

The  Mapping dropdown will display the Standard or Custom fields within your Asana setup. Note that depending on your Asana configuration, not all fields may map.

4
Repeat the steps 1-3 until you've completed the custom mappings.

NOTE: If you want to remove any mapping, hover over the section you want removed and click Delete

5
When you are finished, click  Save

6
Back on the main Asana page, you can Disable, Edit or Delete your configuration by clicking on the 3-dot icon adjacent to your configuration.

Integrate Asana into Your Script

When all of your integration settings are complete, contact SAS at service@specialtyansweringservice.net to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.

NOTE: If you've disconnected and reconnected your configuration at any point, you'll need to re-integrate it into your script.
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