Xero + Asana

What is Xero?

Xero provides cloud-based accounting software for small businesses. It simplifies financial management with features for invoicing, expense tracking, bank reconciliation, and financial reporting.

Why sync Xero + Asana with Unito?

With Xero + Asana, powered by Unito, you can populate sheets with Asana tasks, dispatch tasks from any sheet, or both simultaneously. A code-free, point-and-click interface cuts out lengthy integration planning sessions by enabling anyone on your team to integrate Xero with Asana in just a few minutes.

Use cases

• Project cost tracking: Sync invoice amounts to tasks so you can better track project costs within Asana for a clearer picture of profitability.
• Churn prevention: If a failed payment comes through, create a task in Asana assigned to your customer success team so they can proactively reach out to the client and address payment issues.
• Enrich customer profiles: View customer information, including invoice and payment history, in Asana to improve sales opportunities.

What is Unito?

The Unito integration platform helps you send Xero data into Asana without writing a single line of code, so you can stay in your app of choice without doubling your workload. Although this integration is 1-way from Xero, nearly all of Unito's 50+ connectors support 2-way sync.

As an Asana strategic partner, Unito simplifies your integrations through a no-code flow builder that's fully configurable.

Try Unito for Free

How to connect Xero + Asana

1. Sign up for Unito (paid plans scale by usage).
2. Connect an Asana project to Xero.
3. (optional) Add rules if you want to filter some Xero data from syncing with tasks.
4. Link individual fields between Xero and Asana in a field mapping table.
5. (optional) You can choose to add all historical data or only sync newly created Xero bills and invoices to Asana.

Need more info? Check out Unito's flow creation guide.

Learn more and get support

Find more information in Unito's help center.

If you have questions, feedback, or need support, contact the Unito support team.