Connect Sage
- Go to Workspace settings → Integrations → Sage.
- Click Add integration.
- Sign in to Sage in the popup and select the business to connect.
Import data
On the integration page, click Import data. The stepper runs entities in dependency order, so Pike reads products and customers before the invoices and bills that reference them. It skips entities whose Read toggle is off, names them, and links to sync settings.What syncs
Invoices
Invoices reach Sage only when someone sends them from Pike. Each line carries its product, tax rate, and amount. When Sage records a payment, the Pike invoice turns Paid on the next sync.Bills on projects
A purchase invoice line with an analysis type value that matches a Pike project number becomes an expense on that project. Supplier cost shows in project margin without manual entry. Lines with no match stay in Sage.Sync settings
While Sage is connected, the What syncs with Sage card sits under the top button row on the integration page. Only admins and finance users can change it. Toggles save immediately.
New connections start with Read on for everything and Send on for invoices only. Customer Send when works as in Xero: when you send it, or with its first invoice.
Source of truth
Once a record is linked, Sage owns it and Pike reads it back. Pike-only fields, such as project links and internal notes, stay in Pike.Schedule
Pike syncs with Sage every 24 hours by default. Change the schedule in the integration settings. Import data and Refresh always run on demand.Synced records
Every synced record shows the Sage 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 Sage is marked “Removed in Sage” in Pike, never deleted.Disconnect
Disconnecting Sage stops syncing and keeps all imported data. Linked records keep their history.Permissions
Admins connect Sage. Admins and finance users change sync settings and send invoices. Synced data respects Pike roles and private projects.Limits
- Pike does not post journals, VAT returns, or bank reconciliations. Sage does.
- Products are read only.
- Bills sync to projects only when a line names a Pike project number.
Related
- Sage integration overview: What syncs, how agencies use it, and FAQs.
- Sage Intacct: Projects, dimensions, and AP bills.
- Invoicing: Create invoices from tracked work.