Asana + NetSuite Integration

Asana is where teams plan and execute projects. NetSuite is where the financial reality of those projects lives. When these systems are disconnected, project managers estimate budgets they cannot see, finance teams chase down time data they cannot find, and billing falls behind the work being delivered. The Asana-NetSuite integration connects project execution to project financials so both sides operate from the same truth.

How Asana + NetSuite Works

Asana organizes work into projects, tasks, subtasks, and milestones. Teams use it to assign work, set deadlines, track progress, and collaborate. It is widely adopted by marketing teams, operations teams, and professional services organizations because it strikes a balance between structure and flexibility. But Asana does not handle invoicing, budgets, or financial reporting -- that is NetSuite's territory.

At BrokenRubik, we build the integration that connects Asana's project execution layer to NetSuite's financial engine. Projects created in either system sync to the other. Task completion in Asana can trigger milestone billing in NetSuite. Time tracked against Asana tasks flows into NetSuite for costing and invoicing. Budget consumption from NetSuite appears in Asana so project managers see how spending aligns with progress.

The integration uses Asana's REST API and webhooks alongside NetSuite's SuiteTalk or REST web services. Task events and project status changes sync in near-real-time via Asana webhooks. Financial data like budgets and actuals sync on a schedule from NetSuite, typically every 15 to 60 minutes depending on your needs.

For organizations using Asana portfolios to manage multiple projects, the integration can roll up financial data from NetSuite at the portfolio level, giving leadership a combined view of project health and financial performance.

Key Features

• Bidirectional project sync. Projects created in Asana or NetSuite appear in both systems with status, timeline, and team assignment details kept aligned.
• Task-to-transaction mapping. Asana tasks and milestones map to NetSuite project tasks. Task completion can trigger billing milestones, revenue recognition events, or cost allocation entries.
• Timesheet integration. Time tracked in Asana (or third-party time tracking tools connected to Asana) flows into NetSuite for billing, project costing, and resource utilization reporting.
• Budget visibility in Asana. Project budgets, actual costs, and remaining budget from NetSuite surface in Asana custom fields or dashboards so project managers see financial context without leaving their workspace.
• Milestone billing automation. When Asana milestones are marked complete, corresponding billing events trigger in NetSuite -- creating invoices for fixed-price milestones or consolidating time entries for T&M billing.

Common Use Cases

Marketing agencies. Teams managing client campaigns in Asana while billing clients through NetSuite. Campaign tasks map to NetSuite projects, time logged against tasks drives invoice generation, and vendor costs entered in NetSuite update campaign budget dashboards in Asana.

Professional services firms. Consultancies where project managers plan engagements in Asana and finance handles billing in NetSuite. The integration ensures that hours worked, milestones delivered, and expenses incurred all flow to NetSuite for accurate and timely client invoicing.

Operations teams. Internal teams using Asana for cross-functional project management where budget accountability matters. Department heads see real-time budget consumption from NetSuite alongside project progress in Asana.

Creative agencies. Design and production studios that track deliverables and revisions in Asana while managing client retainers and project billing in NetSuite. Deliverable sign-off in Asana triggers the billing process in NetSuite.

Getting Started

Connecting Asana to NetSuite means your project managers get financial visibility and your finance team gets timely project data. BrokenRubik designs Asana-NetSuite integrations around your specific project structure, billing model, and team workflow. Most implementations complete in 4 to 8 weeks.

Frequently Asked Questions

What data syncs between Asana and NetSuite?expand_more

How does time tracking work between Asana and NetSuite?expand_more

Can Asana milestones trigger invoices in NetSuite?expand_more

How long does an Asana NetSuite integration take to implement?expand_more

Does the integration support Asana portfolios?expand_more