Integrate Xero with Asana
Xero is an online accounting software that allows small businesses to take complete control over their cash flow and their finances. Use Xero’s time-saving tools to process invoices, manage your bills and expenses, reconcile transactions, and run your business on the go.
Asana allows you to track your team’s work and manage projects clearly and effectively so that your business can stay in sync, hit deadlines, and reach your goals.
Popular Use Cases
Bring all your Xero data to Amazon Redshift
Load your Xero data to Google BigQuery
ETL all your Xero data to Snowflake
Move your Xero data to MySQL
Bring all your Asana data to Amazon Redshift
Load your Asana data to Google BigQuery
ETL all your Asana data to Snowflake
Move your Asana data to MySQL
Integrate Xero With Asana Today
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Xero's End Points
Retrieve, add, update, or attach files to contacts in a Xero organization. Then, enrich and integrate this data to get accurate insights and send targeted communication.
Take full control of your financial accounts: attach files, archive accounts, update details, delete accounts, and more. Use this information to get a well-rounded understanding of your financial standing and make any necessary strategic improvements.
Add, update, retrieve or delete both tracked and untracked items in your inventory. This will give you a better idea of what’s selling, what’s not, and where you should take your business.
Create, update, delete, void, and retrieve sales invoices or purchase bills. Monitor this data and use it to gain a clearer view of your expected revenue gains and losses. This, in turn, will help you to run accurate predictive analyses.
Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.
Refund credit notes, reverse a payment, apply payments to approved AR and AP invoices, and refund prepayments and overpayments. Then, use your payment data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Review your most commonly viewed reports, and use data to improve your efficiency and gain actionable insight.
Asana's End Points
Manage your Asana projects, creating descriptions, setting due dates, tracking progress, and more. This will help you better understand your team’s productivity and your effectiveness over time.
If you need an important piece of company-wide information, you can search among all tasks in all accounts. This can help you extract big-picture project insights with just a few clicks, allowing you to prepare your data for analytics.
Use these tags to track specific data or understand your progress, monitoring by things like workspace ID, tag notes, and more. This will allow for better, more detailed organizational structures.
A story represents an activity associated with an object in the Asana system. Tracking stories can help you understand your team’s progress, their interactions, and any pain points that they may be experiencing. Use this information to increase things like efficiency and employee satisfaction.
Control and understand the teams within your organization, then use these records for big-picture insights.