Connect Dinero
- Go to Workspace settings → Integrations → Dinero.
- Click Add integration.
- Authorize Pike for your Dinero organization in the popup.
Import data
On the integration page, click Import data. The stepper runs entities in dependency order, so customers import before the invoices that reference them. It skips entities whose Read toggle is off, names them, and links to sync settings.What syncs
Danish VAT
Danish VAT applies from the product on each invoice line.Source of truth
Once a record is linked, Dinero owns the linked fields and Pike reads them back. Pike-only fields, such as project links, internal notes, allocations, and cost profiles, stay in Pike and are never overwritten.Schedule
Pike syncs with Dinero every 24 hours by default. Change the schedule in the integration settings. Import data and Refresh always run on demand.Sync settings
While Dinero is connected, the What syncs with Dinero card sits under the top button row on the integration page. Each entity has a Read toggle (Dinero to Pike) and, where supported, a Send toggle (Pike to Dinero) and a Send when option. Toggles save immediately. Admins and finance users can change these settings.
New connections start with Read on for everything and Send on for invoices only.
Send when
Send when applies to customers only and needs Send on.- When you send it: you send each customer yourself.
- With its first invoice: sending an invoice for an unlinked customer creates the customer in Dinero first.
Invoices and payments
Invoices reach Dinero only when someone sends them. Emailing an invoice from Pike does not send it to Dinero. After an invoice is sent, make changes in Dinero. Payments update Pike in real time where the accounting system offers webhooks, and on each scheduled sync where it does not.Synced records
Every synced record shows the Dinero marker, “Last synced ” or “Not synced yet”, and a Refresh action. Refresh shows only while Read is on for that entity.Sync issues
Records that fail to sync appear in the Sync issues list on the integration page, with the record, the reason, and a Retry action. The integration never deletes Pike data on its own. A record removed in Dinero is marked “Removed in Dinero” in Pike, never deleted.Disconnect
Disconnecting Dinero stops syncing and keeps all imported data. Linked records keep their history.Permissions
Synced data respects Pike roles and private projects. A private project’s tasks never sync out to anyone who cannot see the project in Pike.Limits
- Pike cannot create products in Dinero.
- Dinero does not sync bills or expenses with Pike.
- After an invoice is sent to Dinero, make changes in Dinero.
Related
- Dinero integration overview: What syncs, how agencies use it, and FAQs.
- Visma e-conomic: Customers, products, and invoices both ways.
- Fortnox: Invoices, customers, and supplier invoices.
- Invoicing: Create and send invoices from tracked work.