Delivered to an automation agency for one of their bookkeeping clients. When a client task is marked complete in Asana, the matching ledger report is built from Xero and attached to the task, with no exporting and no attaching by hand.
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The firm wanted a General Ledger Detail report stored on each client task the moment it was completed. Xero's API doesn't offer that report, so it couldn't simply be requested; it had to be rebuilt from data the API does expose, in a format that matches what a person downloads from Xero.
A Make scenario watches the client's Asana project for completed tasks and pulls the year's bank transactions from Xero. One route writes each transaction to a staging sheet in the report's 16 columns. The other waits for the sheet to fill, assembles it into a CSV, attaches it to the completed task, and clears the sheet for the next run.
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When a task is completed in the client's Asana project, the scenario pulls the year's bank transactions from Xero. One route writes each transaction to a staging sheet using the report's 16 columns; the other waits for the sheet to fill, assembles it into a CSV, attaches it to the task, and clears the sheet for the next run.
Stage: Client project · Delivered. Delivered to an automation agency for their bookkeeping client, and built and tested against Xero's demo organization. No performance figures are shown.