Make · Case Study

Asana to Xero Sync

MakeAsanaXero
Make scenario running a bi-directional sync between Asana tasks and Xero records with attachment uploads

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.