Transfer Data Between Asana Accounts


UMass Amherst has selected Asana as its official project management platform and acquired an enterprise license for the campus.

 


 

Transfer Data Between Asana Accounts 

If you currently use a free Asana account which was created with a UMass Amherst email address, you can continue using free Asana for non-UMass by creating a new account with a non-UMass email address and transferring your data.
More information about transferring data between Asana accounts

Export Projects from Existing Account 

First, export projects from your existing account as .csv files.

  1. Log in at asana.com

  1. On the left side of the screen, under Projects, click the name of a project.
    If you don’t see any, hover your mouse over the word Projects, and click the small triangle icon to the left. 
    Selecting a project in Asana

  2. Click the down arrow Actions button to the right of the project name at the top of the window. Click Sync/Export, and then CSV.

    Selecting the CSV export option for a project in Asana
  3. Save the downloaded file somewhere you can find it.  

  4. Repeat this process for all of your projects.  

  5. Log out of Asana to get ready to make your new account.  

 

Create a New Account and Import Projects 

  1. Create a new Asana account using a non-UMass email address at asana.com/create-account.  

  2. On the left side of the screen, under Projects, click Plus sign icon + to add a new project. If you aren't sure what template to use, select Blank to start from scratch. Follow the steps to make your new project.  

  3. Once your new project has been created, click the down arrow Actions button to the right of the project name at the top of the window. Click Import, and then CSV.
    Empty Asana project, preparing to import previously exported data

  4. Select the file you exported earlier, or drag it onto the window.  

  5. Asana will show a preview of how it will import your data. If everything looks good, click Make changes.
    Asana import confirmation screen that says "Here's your data that will be imported"

  6. Your new project should now look like it did on your old account. 
    Example re-imported Asana tasks in a project

For more information about exporting and importing Asana data, see the Asana Help Center: help.asana.com/s/article/project-importing-and-exporting?language=en_US#01H8EQ72Y90ASENZE8B2T0JFDH