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Integrations bring the records your business keeps in other systems into Pike, and send what Pike produces back out. Deals from your CRM become projects, approved time becomes invoices in your accounting system, and approved time off reduces capacity. Every integration is set up once by a workspace admin and syncs on a schedule, or in real time on the Enterprise plan.

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What an integration does

Every integration does some of these five things. Each integration page lists exactly which entities it syncs, in which direction, and which fields map to which.

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How a record moves

After the first import, Pike and the other system keep a link between each pair of records. A linked record shows the integration’s marker, Last synced and a Refresh action. See How sync works for the schedule and Permissions and access for who can see synced data.

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Set up an integration

1

Open the integration

Go to Workspace settings → Integrations and select the integration.
2

Connect

Click Add integration and sign in to the other system, or enter the key or address the integration page asks for.
3

Choose what syncs

In the What syncs with card, turn Read and Send on or off for each entity. Toggles save immediately.
4

Import

Click Import data. Pike imports in dependency order, so customers import before the projects and time that reference them.
Only workspace admins can connect or disconnect an integration.

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Sources of truth

Each entity has one owning system after it is linked. Accounting systems own posted invoices and payments. CRMs own company, contact and deal fields. HR systems own people, departments and time off balances. Pike owns projects, budgets, allocations, time and the fields only Pike has. Each integration page states the owner per entity under Which system wins.

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Integrations by category

  • How sync works: The schedule, real-time sync, refresh and sync issues.
  • Permissions and access: Who connects, who changes settings, and who sees synced data.
  • CSV: Import and export when a system has no integration.