Make project
Xero-to-Asana transaction export
Problem: Pulling bank transactions from Xero for a given date and sharing them with the team is a repetitive manual export.
What I built: A Make scenario that triggers when an Asana task completes, pulls bank transactions from Xero for a chosen date, routes and aggregates the data, and saves everything to Asana and Google Sheets.
- Asana task done
- Xero transactions
- Routed and aggregated
- Saved to Asana
- Saved to Sheets
Make · Xero · Asana · Google Sheets
Workflow screenshot
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borlagdatanfloryan@gmail.com