Configure provisioning for Asana with Zoho Directory

Configure provisioning for Asana with Zoho Directory

User provisioning in Asana enables you to provision and deprovision users in Asana from the Zoho Directory Admin Panel, enabling you to use Zoho Directory as a single source of truth. To get the most out of this integration, you can also set up single sign-on. SSO allows your organization's users to easily access Asana without having to sign in to it separately.

Prerequisites

  1. Roles required to perform this action:
    1. Organization Owner
    2. Organization Admin
  2. Permissions required to perform this action:
    1. View apps
    2. Assign apps
    3. Import apps
  3. Other prerequisites:
    1. Organization Super Admin role in Asana
    2. Verified domains in both Zoho Directory and Asana

In Asana: Enable SCIM and generate token

  1. Sign in to your Asana account.
  2. Click your profile photo and select Admin Console.
  3. Go to the Apps tab, click Add service account.
  4. Enter "Zoho Directory" in the Name field, copy Token, then click Save changes. The token will be used in Zoho Directory to set up provisioning.

In Zoho Directory: Set up provisioning

  1. Sign in to Zoho Directory , then click Admin Panel.
  2. Go to Applications, then click on Asana.
  3. Go to Provisioning, then click Configure.
  4. Enter https://app.asana.com/api/1.0/scim in the Sync endpoint field, and the token you copied from Asana in the SCIM Token field.
  5. Click Authorize.
  6. Select the fields that have to be synced with Asana, and map a relevant Zoho Directory field with them. If you'd like to have a constant value to be set in Asana for any field, click Edit next to the field, enter the value in the Hardcoded value field, then click OK.
    7. Notes Note: By default, all Asana fields will be mapped to a relevant Zoho Directory field. To change this mapping, you should have the Standard or Professional plan in Zoho Directory.
  7. Click Save and Next.
  8. Choose which of the changes made in Zoho Directory have to be synced with Asana:
    1. Create users: Assigning a user to Asana in Zoho Directory automatically creates a new user account in Asana.
    2. Update User profile: If a user account already exists in Asana for a user, any changes made to the mapped fields in the user's profile in ZD will be synced with Asana.
    3. Delete Users: Unassigning Asana for the user from ZD will delete the user's account in Asana.
    4. Activate and deactivate Users: If a user account already exists in Asana for a user, assigning them to Asana in Zoho Directory or unassigning them will activate or deactivate the user in Asana. Additionally, activating or deactivating a user in ZD will also activate or deactivate them in Asana.
  9. Click Save.
  10. If you'd like to have the users currently in Asana to be imported to ZD, click Import. It is advisable to import users to ZD during initial setup or when activating the app after a while. A list of users that can be imported will be displayed.
  11. The following filters can be used to select users to import:
    1. All Users: All the users that can be imported from Asana to ZD.
    2. New Users: Users that are present in Asana, but not in ZD. These users will be created in ZD, and Asana will be assigned to them.
    3. Update User: Users already present in ZD. Any changes in the user profile for these users will not be synced, and the field values from Asana will be used to overwrite the values in ZD.
    4. Users to Activate: Users in ZD, but not assigned to Asana in ZD. These users will be assigned to Asana.
    5. Users to Deactivate: Users that are either not present or present as inactive users in Asana.
  12. Click Confirm Assignment.
  13. Click Done.