Integrate Asana with Xero

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About Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Want to explore Asana + Xero quick connects for faster integration? Here’s our list of the best Asana + Xero quick connects.

Explore quick connects

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Connect Asana + Xero in easier way

It's easy to connect Asana + Xero without coding knowledge. Start creating your own business flow.

  • Triggers
  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • Actions
  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Asana & Xero Integrations Work

  1. Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Asana to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Asana and Xero

The company Asana was established in 2008. This organization is based in San Fransisco and its main products are. a project management top, a messaging service and a cplaboration platform. The project management top is useful to manage tasks, projects, and workflows. The messaging service is a place where the team can share notes with each other. The cplaboration platform is used for different purposes like for example for sharing documents between the members of the same team or with clients. Asana also offers applications for iPhone, iPad, Android and desktop. For its services Asana has 2 plans. free plan and premium plan. The free plan gives you the possibility to use all the features of the cplaboration platform for up to 15 people, unlimited messages and tasks. The premium plan is for $12.50 per month (or $120 per year. and it allows you to have 1,000 members, message history, integrations, task templates and many more options. Asana was founded by Dustin Moskovitz and Justin Rosenstein.

Xero is an accounting firm that helps small businesses, freelancers and accountants with their accounting. Xero was established in 2006. Xero’s customers are spread around the world and they have offices in Australia, New Zealand, Europe, the United States and Canada. Xero focuses on cloud-based accounting software and financial management tops. It provides online invoicing tops, online payment tops, online banking tops and many more tops that help users with their finances. They have also an app for iPhone and iPad. Because of this, their customers don’t need to worry about their finances anymore because they can do everything from anywhere in the world and from any device they want. However, Xero does not focus only on business owners but also on accountants because for them, Xero has a special package created for them called Xero Pro. This package allows them to have access to Xero’s accounting tops but they still have to pay a monthly fee of $149 per month (or $1,495 per year. There are 3 tiers of Xero Pro. Basic, Standard and Premium. The basic tier costs $149 per month and it’s for those accountants who need an easy-to-use cloud accounting spution that manages cash flow, accounts receivables and basic bank reconciliation. The standard tier costs $199 per month and it’s for those accountants who need a flexible accounting spution with some additional features like advanced reporting capabilities and multiple currency support. The premium tier costs $249 per month and it’s for those accountants who need a very flexible accounting spution with professional-level features like multi-company support, full audit trail for compliance purposes and advanced expense tracking functionality. Xero was founded by Rod Drury and Paul Brislen.

Asana and Xero can be integrated because they are similar to each other. Both of them are cloud based applications that offer products that are helpful to small businesses, freelancers or accountants with their finances. The costumers of these two companies can communicate with each other using one application so they can be assured that they will stay updated with everything that happens inside the companies of these two companies. With this integration both companies can reach new customers due to the fact that every time one of their customers talks with another customer of these two companies they will be able to promote their companies as well.

The benefits of integrating Asana and Xero are:

Invoicing. A lot of companies prefer to receive invoices in PDF format because this format is easier for them to save the files or print them out if needed. However, if the invoices come from both Asana and Xero in this format then it will be easier for the companies to integrate these invoices into their own systems.

Shared documents. If both companies create shared documents then the customers will be able to view these documents from anywhere on any device they want because they will be stored on the cloud servers of these two companies. Because of this, customers won’t have to worry about saving the documents while they are using them because they will be saved automatically on the cloud servers of these two companies so they can view them later if needed.

Message board. If both companies implement a message board then their customers will be able to discuss about their projects in this board so that when something happens their customers will know immediately what happened or what should happen next.

Asana and Xero can benefit from integrating their products because this way both companies will reach new customers and make easier for the current customers to use their products.

The process to integrate Asana and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm