Asana + Xero Integration

Automate invoices and billing by sending Xero data into Asana tasks with Unito's integration. This article will demonstrate use cases, fields, and configuration options.

Unito's Asana Xero integration enables you to pull your financial data into a project management workflow. This one-way sync automatically creates Asana tasks for new invoices and bills in Xero, helping you stay on top of payments and streamline your accounting processes.

You control which Xero invoices or bills are synced to Asana, as well as which fields to include. 

Connecting Xero and Asana to Unito

Connecting your tools to Unito is straightforward.  You simply select the account in Xero and Asana as well as a Xero organization and Asana project. Then, you simply have to choose between Xero invoices and bills. If you need both, you can always duplicate your flow and change the item type from one to the other in your second flow.

Which fields are syncable between Asana and Xero?

These Xero fields can be mapped to most field types in Asana, but often, custom fields provide the most flexibility for organizing and displaying the data.

The following table outlines suggested mappings, but you can customize them to fit your specific needs.

Want to see your Unito flows without ever leaving Asana? Check out the Flow Preview App for Asana here.

Here's an example of our demo's field mappings between Xero and Asana:

Rules between Asana and Xero

Rules allow you to filter out specific invoices or bills from syncing to Asana. You can also set rules to stop syncing your data after it reaches a particular stage. Here's an example of our demo's set of rules for this flow:

In this example, we decided to include all invoices from our organization and sync them to the Asana project Accounting 2024 and the section/column Client Invoicing where they will appear as tasks.

We could filter some of those invoices out by clicking Add a new rule and choosing a field for Unito to apply conditionally to the flow. For example, if we chose the status field, we could select only invoices with a specific status to stay in sync with Unito.

Configuration options

Here are all the available options for configuring flows between Asana and Xero:

Filter Xero invoices or bills with rules

As mentioned above, Unito will sync all invoices or bills to Asana by default, but you can configure your workflow by syncing only some of them. Here's more information about syncing rules by status.

Map your Xero and Asana users

Here is a complete article on how to sync teammates. But in short, the contact information must already exist in both tools in order for them to link. Unito searches for email addresses to make that connection.

Default section/row for new Asana tasks

Unito lets you choose where to put newly created tasks. In this case, we recommend one section/row for invoices and another for bills. 

Sync closed work items

Unito will automatically sync open items automatically. But here is how to also sync closed items prior to the flow creation.