An Asana Excel integration takes one of three routes, and none of them keeps the two in step by itself. Asana can export a project as a CSV file that opens in Excel, and it can import tasks from a CSV file you save out of Excel. Zapier can also add a row to an Excel sheet when a task is added, updated or completed in Asana. Where they stop: an export is a copy from the moment you made it and leaves out comments. The zap needs a paid Microsoft 365 business account and breaks if someone sorts or renames the sheet. Nothing you change in Excel goes back to Asana. AI agents keep the tracker in Excel matched to Asana and flag what has gone stale.
Why people want an Asana Excel integration
Your team runs its work in Asana. Someone else lives in Excel: the owner with a weekly tracker, the finance lead with a budget sheet, a client who wants a report they can open. So each week someone exports a project, cleans it up, pastes it into the right workbook and fixes what broke.
A useful connection has to keep the sheet true to Asana without that weekly job. Each task should be one row, the dates should read as dates, and when a task changes in Asana, its row should change too, not show up twice.
Three ways to connect Asana and Excel
These are the routes the vendors' own pages describe. Each one moves tasks in one direction.
Export a CSV from Asana, open it in Excel
- How it works
- Asana can export a project, a search view or My Tasks as a CSV or JSON file. You click the drop-down next to the project's title, then Export/Print, then the file type. Excel opens the CSV file, or brings it in with Data, then From Text/CSV.
- Good for
- A one-off report, a backup, or a monthly look at a project in a spreadsheet.
- Where it breaks
- It's a copy from one moment, so next week is another export. In a 2019 forum answer, Asana's team said the CSV and PDF exports don't include comments. When Excel opens a CSV directly, it reads each column with its default data format, which can get dates wrong.
A Zapier zap
- How it works
- Zapier connects Asana and Microsoft Excel. Asana triggers include New Task, Updated Task and Completed Task. Excel actions include Add Row, Add Row to Table, Find Row and Update Row.
- Good for
- A team that wants each new or finished task to land as a row in a shared tracker without an export.
- Where it breaks
- Zapier needs a paid Microsoft 365 Business or Enterprise account, and the file has to be in OneDrive for Business; .xls files won't work. Zapier says a zap breaks if someone deletes rows or columns, adds rows anywhere but the bottom, sorts the sheet or renames a column or sheet. Update Row overwrites what is in the row.
Save from Excel, import into Asana
- How it works
- To go the other way, save the sheet from Excel as a CSV file with Save As. In Asana, click the drop-down next to the project's name, then Import, then CSV, and follow the steps.
- Good for
- Moving a plan or a task list that started in a spreadsheet into Asana once.
- Where it breaks
- Asana's guide describes it as a way to add tasks to a project. After that, nothing links the sheet and the project.
Arkeo agents
- How it works
- Agents read projects, tasks, owners and due dates in Asana and update the rows in your Excel tracker each day, one row per task. They check the sheet for blanks and errors and tell the owner of the file, and flag rows no one has touched.
- Good for
- Teams whose owner or client works from an Excel tracker while the work happens in Asana.
- Where it breaks
- Anything your rules keep for a person, like changing a date a client agreed to, goes to the owner in one message.
How to export Asana to Excel
Start with the export. Add a zap only if the sheet has to stay current. The vendors' guides have the screens.
- 1
Export the project from AsanaOpen the project, click the drop-down next to its title, hover over Export/Print and select CSV. You can also export a search view, like all tasks for one client, or My Tasks.
- 2Bring it into Excel with From Text/CSV
In Excel, go to the Data tab and click From Text/CSV, then select the file and click Import. This lets you check how each column comes in, so dates and numbers read the right way.
- 3Set up the sheet for a zap
If the sheet has to stay current, move the workbook to OneDrive for Business and keep it as .xlsx. Put the column names in the first row, with no blank rows, and add a column for the Asana task ID.
- 4Add a row for each new task
In Zapier, use Asana's New Task trigger for the project and Excel's Add Row action. Map the task name, owner, due date and task ID to their columns.
- 5Update the row when the task changes
Build a second zap with Asana's Updated Task trigger, Excel's Find Row step on the task ID column, and Update Row. Then tell your team not to sort, rename or insert rows in that sheet.
What still has to be done by hand
Each route gets tasks into a spreadsheet once. Keeping the spreadsheet right as the work changes is still a person's job.
An export is old by Monday. Asana's export is a file from the moment you made it. A task finished on Tuesday or a date moved on Wednesday isn't in it. So someone runs the export again each week, pastes it over last week's, and puts back the notes they added by hand.
Some of the story doesn't come across. In a 2019 forum answer, Asana's team said the CSV and PDF exports don't include comments, and pointed people to the API or another app. If the reason a task is late is in a comment, the sheet won't show it.
Dates can come in wrong. Microsoft's guide says that when Excel opens a CSV file, it uses its default data format for each column. If the file's dates are in one order and Excel expects another, the dates are wrong, and nobody may notice until a report goes out.
The live sheet is easy to break. Zapier's guide lists what breaks a running zap: deleting rows or columns, adding rows anywhere but the bottom, sorting, renaming a column or sheet, or hidden and protected rows. Those are the things people do to a shared tracker each week.
And it only goes one way. A date changed in the sheet stays in the sheet. The task in Asana still has the old date, and the two now disagree.
The agents that do it
Each agent does one job from start to finish, in your own Asana and Excel files. Your team talks to them in Slack or Teams.
The tracker is right when you open it.
- Pulls new deals, jobs and invoicesevery day
- Updates the rows in your trackersame day
- Flags rows no one has touchedevery Monday
No more decisions made on a broken formula.
- Checks shared workbooks for errors and blanksevery day
- Finds what broke and whenper sheet
- Tells the person who owns the fileright away
Status updates written without a meeting.
- Pulls what got done, what is late and what is nextevery Friday
- Writes the status update in each projectevery Friday
- Sends it to your teamFriday afternoon
Questions
Is my customers' information safe?
Yes. Agents work in your own Asana and Excel files and see only what their job needs. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Can you export Asana to Excel?
Yes. Click the drop-down next to the project's title, then Export/Print, then CSV. Open the file in Excel with Data, then From Text/CSV, so the dates come in right.
Does the Asana CSV export include comments?
Not when Asana's team last answered it. In a 2019 forum answer, they said the CSV and PDF exports don't include comments and pointed people to Asana's API or another app.
Can I import an Excel sheet into Asana?
Yes. Save the sheet as a CSV file, then in Asana click the drop-down next to the project's name, then Import, then CSV, and follow the steps to add the rows as tasks.
What does it cost?
You get the price on the call, along with the hours it saves your team.