> ## Documentation Index
> Fetch the complete documentation index at: https://usepike.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How integrations work

> Connect the systems your business already runs on, so customers, deals, invoices, people and time reach Pike without re-keying.

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.

## What an integration does

Every integration does some of these five things.

| Capability | What it means | Example |
| - | - | - |
| **Import** | Copy existing records into Pike the first time you connect | Import every Xero contact as a Pike customer |
| **Sync** | Keep linked records up to date in both systems | A deal stage changed in HubSpot shows in Pike on the next sync |
| **Send** | Create or update a record in the other system from Pike | Send an approved invoice to QuickBooks |
| **Notify** | Post Pike events to a channel or inbox | Post a message in Slack when a budget passes 80% |
| **Open** | Show a file, design or video from the other system inside Pike | Attach a Google Drive folder to a project |

Each integration page lists exactly which entities it syncs, in which direction, and which fields map to which.

## How a record moves

```mermaid theme={"system"}
flowchart LR
  A[Admin connects the integration] --> B[Import data]
  B --> C[Pike matches existing records]
  C --> D[Linked records]
  D --> E{A change is saved}
  E -->|In the other system| F[Next sync or real time on Enterprise]
  E -->|Sent from Pike by a person| G[Sent straight away]
  F --> H[Pike updates the linked record]
  G --> I[The other system updates its record]
```

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](https://usepike.com/docs/integrations/how-sync-works.md) for the schedule and [Permissions and access](https://usepike.com/docs/integrations/permissions-and-access.md) for who can see synced data.

## 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.

## 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**.

## Integrations by category

| Category | Integrations |
| - | - |
| **Accounting and ERP** | [QuickBooks](https://usepike.com/docs/integrations/quickbooks.md), [Xero](https://usepike.com/docs/integrations/xero.md), [Visma e-conomic](https://usepike.com/docs/integrations/e-conomic.md), [Business Central](https://usepike.com/docs/integrations/business-central.md), [Oracle NetSuite](https://usepike.com/docs/integrations/netsuite.md), [Sage Intacct](https://usepike.com/docs/integrations/sage-intacct.md), [Exact Online](https://usepike.com/docs/integrations/exact-online.md), [Fortnox](https://usepike.com/docs/integrations/fortnox.md), [Tripletex](https://usepike.com/docs/integrations/tripletex.md), [Dinero](https://usepike.com/docs/integrations/dinero.md), [Sage](https://usepike.com/docs/integrations/sage.md), [Deltek WorkBook](https://usepike.com/docs/integrations/deltek-workbook.md), [Deltek Ajera](https://usepike.com/docs/integrations/deltek-ajera.md) |
| **CRM** | [HubSpot](https://usepike.com/docs/integrations/hubspot.md), [Salesforce](https://usepike.com/docs/integrations/salesforce.md), [Pipedrive](https://usepike.com/docs/integrations/pipedrive.md), [Zoho CRM](https://usepike.com/docs/integrations/zoho-crm.md) |
| **Project and development** | [Jira](https://usepike.com/docs/integrations/jira.md), [Asana](https://usepike.com/docs/integrations/asana.md), [Linear](https://usepike.com/docs/integrations/linear.md), [GitHub](https://usepike.com/docs/integrations/github.md), [Azure DevOps](https://usepike.com/docs/integrations/azure-devops.md) |
| **Payments** | [Stripe](https://usepike.com/docs/integrations/stripe.md), [GoCardless](https://usepike.com/docs/integrations/gocardless.md) |
| **HR and payroll** | [BambooHR](https://usepike.com/docs/integrations/bamboohr.md), [Personio](https://usepike.com/docs/integrations/personio.md), [HiBob](https://usepike.com/docs/integrations/hibob.md), [Gusto](https://usepike.com/docs/integrations/gusto.md), [Rippling](https://usepike.com/docs/integrations/rippling.md), [Deel](https://usepike.com/docs/integrations/deel.md), [Danløn](https://usepike.com/docs/integrations/danlon.md), [Planday](https://usepike.com/docs/integrations/planday.md), [Zenegy](https://usepike.com/docs/integrations/zenegy.md), [Workday](https://usepike.com/docs/integrations/workday.md), [SAP SuccessFactors](https://usepike.com/docs/integrations/sap-successfactors.md), [UKG Pro](https://usepike.com/docs/integrations/ukg-pro.md), [ADP Workforce Now](https://usepike.com/docs/integrations/adp-workforce-now.md), [Paychex Flex](https://usepike.com/docs/integrations/paychex.md), [Paylocity](https://usepike.com/docs/integrations/paylocity.md), [Justworks](https://usepike.com/docs/integrations/justworks.md), [Factorial](https://usepike.com/docs/integrations/factorial.md), [PayFit](https://usepike.com/docs/integrations/payfit.md), [Lucca](https://usepike.com/docs/integrations/lucca.md), [Humaans](https://usepike.com/docs/integrations/humaans.md), [Employment Hero](https://usepike.com/docs/integrations/employment-hero.md), [Remote](https://usepike.com/docs/integrations/remote.md) |
| **Proposals** | [DocuSign](https://usepike.com/docs/integrations/docusign.md), [PandaDoc](https://usepike.com/docs/integrations/pandadoc.md) |
| **Expenses** | [Expensify](https://usepike.com/docs/integrations/expensify.md), [Pleo](https://usepike.com/docs/integrations/pleo.md) |
| **Time tracker migration** | [Harvest](https://usepike.com/docs/integrations/harvest.md), [Toggl Track](https://usepike.com/docs/integrations/toggl.md), [Clockify](https://usepike.com/docs/integrations/clockify.md) |
| **Reporting and data** | [Power BI](https://usepike.com/docs/integrations/power-bi.md), [Looker Studio](https://usepike.com/docs/integrations/looker-studio.md), [Data warehouse sync](https://usepike.com/docs/integrations/data-warehouse.md) |
| **Communication** | [Slack](https://usepike.com/docs/integrations/slack.md), [Microsoft Teams](https://usepike.com/docs/integrations/microsoft-teams.md), [Outlook](https://usepike.com/docs/integrations/outlook.md), [Gmail](https://usepike.com/docs/integrations/gmail.md), [Google Calendar](https://usepike.com/docs/integrations/google-calendar.md) |
| **Files** | [Google Drive](https://usepike.com/docs/integrations/google-drive.md), [SharePoint](https://usepike.com/docs/integrations/sharepoint.md), [OneDrive](https://usepike.com/docs/integrations/onedrive.md), [Dropbox](https://usepike.com/docs/integrations/dropbox.md) |
| **Automation and API** | [Zapier](https://usepike.com/docs/integrations/zapier.md), [Make](https://usepike.com/docs/integrations/make.md), [n8n](https://usepike.com/docs/integrations/n8n.md), [Power Automate](https://usepike.com/docs/integrations/power-automate.md), [MCP](https://usepike.com/docs/integrations/mcp.md), [Open API](https://usepike.com/docs/integrations/open-api.md), [CSV](https://usepike.com/docs/integrations/csv.md) |
| **Design and video** | [Figma](https://usepike.com/docs/integrations/figma.md), [Loom](https://usepike.com/docs/integrations/loom.md) |
| **Identity** | [Single sign-on](https://usepike.com/docs/integrations/sso.md), [SCIM provisioning](https://usepike.com/docs/integrations/scim.md) |

## Related

* [How sync works](https://usepike.com/docs/integrations/how-sync-works.md): The schedule, real-time sync, refresh and sync issues.
* [Permissions and access](https://usepike.com/docs/integrations/permissions-and-access.md): Who connects, who changes settings, and who sees synced data.
* [CSV](https://usepike.com/docs/integrations/csv.md): Import and export when a system has no integration.


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