Logos for Asana and NetSuite, representing a NetSuite-Asana integration.
How to Sync NetSuite and Asana With Two-Way Updates
Logos for Asana and NetSuite, representing a NetSuite-Asana integration.

How to Sync NetSuite and Asana With Two-Way Updates

In this guide, you’ll find everything you need to know to set up an integration that will sync NetSuite records with Asana tasks through an automated 2-way flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any support from your technical teams. No need to troubleshoot complex automations or rely on expensive consultants, either.

More of a visual learner? Check out this video tutorial.

By the end of this guide your NetSuite-Asana integration will:

  • Create new NetSuite records based on Asana tasks.
  • Create new Asana tasks synced with NetSuite records.
  • Update fields in real-time with a two-way sync when you work in either tool.

In this article:

Before you start

If you’re connecting NetSuite to Unito for the first time, you’ll need to make sure you have a NetSuite admin account. You’ll also need the following information:

  • NetSuite Application ID
  • OAuth Client ID
  • OAuth Client Secret

Not sure where to get this? We have a full guide to it here.

Step 1: Connect NetSuite and Asana to Unito

  • Sign up to Unito if you haven’t already.
  • Click +Create Flow in the Unito app.
  • Click Start Here to connect NetSuite and Asana.
  • Click +Choose account for each tool and complete the authorization process.
  • Click Confirm.
A screenshot of the tool connection screen in Unito, with Asana and NetSuite connected.

Connecting tools to Unito for the first time? Here’s an in-depth guide.

Step 2: Choose flow direction for records and tasks

With flow direction, you decide where Unito automatically creates work items to match those you create manually. You have three options:

  • 2-way: Both NetSuite records and Asana tasks are automatically created by your Unito flow to match items you create manually in each tool.
  • 1-way from NetSuite to Asana: Asana tasks will be automatically created by Unito to match NetSuite records you create manually. Unito won’t create new NetSuite records.
  • 1-way from Asana to NetSuite: NetSuite records will be automatically created by Unito to match Asana tasks you create manually. Unito won’t create new Asana tasks.
A screenshot of the flow direction screen in Unito, with NetSuite and Asana connected.

Want to know more about flow direction? Check out this guide.

Step 3: Build rules to sync specific work items

Unito rules can do two things:

  1. Filter out work items you don’t want synced. For example, you could create a rule that only syncs NetSuite records opened after a certain date.
  2. Automate certain actions. For example, you could create a rule that automatically assigns new Asana tasks to a certain person on your team.

To start building your rule, click Add a new rule, then choose a trigger and action.

A screenshot of the rules screen in Unito, with NetSuite and Asana connected.

Want to learn more about rules? Check out this guide.

Step 4: Map fields between NetSuite and Asana

When you map fields, you pair fields in NetSuite with fields in Asana so data always goes exactly where it needs to. Unito can usually map most fields automatically, whether they’re exactly the same (Owner→Owner) or just compatible (URL→Text). You can also choose to map fields manually to fully customize your flow.

A screenshot of Unito's mapping screen, asking the user if they want to map fields automatically or manually.

Here’s what you’ll see when Unito maps your fields automatically.

A screenshot of the field mapping screen in Unito, with NetSuite and Asana connected.

You can add a field mapping by clicking +Add mapping, then Select a field. When you choose the field you want to map in one tool, Unito will automatically recommend compatible fields in a dropdown under the other tool.

Some fields have a cog icon. They can be customized further once they’re mapped. For example, a Status field can be customized so its options match those in another field.

A screenshot of the field mapping screen in Unito, with a submapping for an Issue Status field open.

Step 5: Launch your NetSuite-Asana integration

That’s it! You’re ready to launch your flow. Unito will automatically keep NetSuite records and Asana tasks in sync. This will allow your teams to collaborate more effectively without copying and pasting data or jumping back and forth between tools.

Ready to optimize your workflow?

Meet with our team to see what Unito can do for your workflows.

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What’s Next?

Need to integrate NetSuite or Asana with other tools in your stack? Check out our other guides:

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