Make · Case Study
Asana to Xero Sync
The problem
Two systems, one truth, kept aligned by hand. The team cross-referenced Asana tasks against Xero records manually, and every mismatch meant detective work.
What I built
A bi-directional sync in Make so neither system drifts:
- Changes flow both ways between Asana and Xero
- Iterator processing handles records in bulk
- Text aggregation builds consolidated financial reports
- Attachments upload automatically to the right records
The result
Both systems stay in sync automatically. No manual cross-referencing, no drift between tasks and financials.
