How to Export CSV Data from Asana and Import It into clariBI

Asana is a popular project management tool that lets you export project and task data as CSV files. Importing this data into clariBI enables AI-driven analysis of project timelines, task completion rates, and team productivity.

What You Can Export from Asana

• Task lists with names, assignees, due dates, and completion status
• Custom field values attached to tasks
• Project sections and task organization
• Subtask data within parent tasks
• Tags and priority levels
• Task creation and completion dates
• Task descriptions and comments (limited in CSV)
• Advanced Search results across multiple projects

Export CSV Data from Asana

Method 1: Export a Project

1. Log in to your Asana account at app.asana.com
2. Open the project you want to export
3. Click the dropdown arrow (or Project Actions menu) next to the project name at the top
4. Select Export/Print from the dropdown menu
5. Choose CSV as the export format
6. The CSV file will download to your computer containing all tasks in the project
7. The export includes task name, assignee, due date, section, completion status, and any custom fields

Method 2: Export from Advanced Search

1. Click the Search bar at the top of Asana
2. Click Advanced Search (or press Tab after clicking search)
3. Set your search criteria: project, assignee, due date range, completion status, tags, etc.
4. Review the search results to confirm they match what you need
5. Click the Actions menu (three-dot icon) or the Export button in the search results
6. Select Export to Microsoft Excel
7. Download the CSV file containing all tasks matching your search

Method 3: Export from List View

1. Open the project and switch to List view if not already in it
2. Apply any sort or filter options to narrow the tasks displayed
3. Click the dropdown arrow (or Project Actions menu) next to the project name
4. Select Export/Print > CSV
5. The export will respect your current filters and include only the visible tasks

Tips for Clean Exports

• Use custom fields for priority, effort, and category before exporting so the CSV includes these structured data points for analysis
• Export completed tasks separately from active tasks to analyze completion patterns and velocity
• For cross-project analysis, use Advanced Search to gather tasks from multiple projects into a single export

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Asana - Product Roadmap Tasks")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What percentage of tasks are overdue across all projects?"
- "Which team members have the highest task completion rate this month?"
- "Show me the distribution of tasks by section and completion status."

clariBI's AI will automatically analyze your data and suggest relevant insights.