ERP integration
Pike for NetSuite
sales orders become projects
Pike integrates with Oracle NetSuite: sales orders become Pike projects, customers, items, posted invoices, credit memos, payments, and vendor bills sync into Pike, and invoices created in Pike go back to NetSuite. NetSuite stays your ledger; Pike runs delivery.
Last updated · Read as Markdown
At a glance
- Direction
- NetSuite to Pike for items, sales orders, credit memos, payments, and vendor bills. Both ways for customers and invoices.
- Who sets it up
- Workspace admins connect. Admins and finance users change sync settings.
- Source of truth
- NetSuite, for customer master data, items, and posted documents.
- Sync schedule
- Every 24 hours by default, plus real-time payment updates.
- Plan
- All plans
- Documentation
- NetSuite docs
What syncs between Oracle NetSuite and Pike
| NetSuite | Pike | Direction |
|---|---|---|
| Customers | Customers | Both ways |
| Items | Products | NetSuite to Pike |
| Sales orders | Projects, with the sales order number as the project number | NetSuite to Pike |
| Posted invoices | Invoices | Both ways |
| Credit memos and payments | Credit memos and payments | NetSuite to Pike |
| Vendor bills | Expenses, assigned to the project on each line | NetSuite to Pike |
Invoices created in Pike become NetSuite invoices on the mapped customer and subsidiary. Map NetSuite departments or classes to Pike teams, so revenue and cost report by team in both systems.
Each entity has Read and, where supported, Send toggles. New connections read everything and send invoices only. Customers send When you send it or With its first invoice. Invoices reach NetSuite only when someone sends them: emailing an invoice from Pike does not send it. After an invoice is sent, make changes in NetSuite.
How to connect Oracle NetSuite
- 1.Go to Workspace settings → Integrations → NetSuite, click Add integration, and authorize with OAuth 2.0.
- 2.Choose a subsidiary. OneWorld accounts can connect several, each mapped to Pike.
- 3.Map departments or classes to Pike teams, then click Import data.
Full setup steps and field mappings are in the NetSuite integration docs.
How agencies use Pike with Oracle NetSuite
- Start delivery from the sales order. The project number matches the sales order number, so finance and delivery use the same identifier.
- Count vendor bills on the right project. Each vendor bill line lands as an expense on its project, so freelancer and media costs count against project margin.
- Report by team in both systems. Departments or classes map to Pike teams, so utilization in Pike and revenue in NetSuite use the same team split.
Limits to know before you connect
- Pike does not post to the general ledger. NetSuite stays the system for posting.
- Update customer master data and items in NetSuite, not Pike.
- After an invoice is sent to NetSuite, make changes in NetSuite.
Oracle NetSuite integration questions
Does Pike integrate with Oracle NetSuite?
Yes. Pike imports NetSuite sales orders as projects, syncs customers, items, invoices, credit memos, payments, and vendor bills, and sends invoices created in Pike to NetSuite.
Does the Pike NetSuite integration support OneWorld subsidiaries?
Yes. NetSuite OneWorld accounts can connect several subsidiaries to Pike, each mapped separately.
How often does NetSuite sync with Pike?
The NetSuite integration syncs every 24 hours by default, and NetSuite payments update Pike in real time.
Does emailing an invoice from Pike send it to NetSuite?
No. An invoice reaches NetSuite only when someone sends it to NetSuite from Pike.
See Pike and Oracle NetSuite working together on your data.
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