Pike and
Sage

Send invoices from tracked time to Sage, and see supplier bills on each project.

At a glance

Direction: Both ways for customers and invoices; the rest into Pike.
Who sets it up: Workspace admins connect. Admins and finance users change sync settings.
Source of truth: Sage, once a record is linked.
Documentation: Sage docs

Sage	Pike	Direction
Customers	Customers	Both ways
Products and services	Products	Sage to Pike
Sales invoices	Invoices	Both ways
Payments	Invoice status Paid	Sage to Pike
Purchase invoices	Project expenses	Sage to Pike, when a line names a project

A purchase invoice line whose analysis type value matches a Pike project number becomes an expense on that project.

1.Go to Workspace settings → Integrations → Sage and sign in to your Sage business.
2.Set Read and Send for each entity in the sync settings card.
3.Click Import data.

Bill from tracked time. Invoices built in Pike from billable hours go to Sage without re-keying.
Put supplier cost on the project. Bills tagged with a project number land on that project, so margin includes them.

Setup steps and field mappings: Sage docs.

Yes. Pike syncs customers, products, invoices, payments, and supplier bills, and sends invoices and customers to Sage.

Tag the bill line with the Pike project number as its analysis type value. Pike adds the line to that project as an expense.

No. An invoice reaches Sage only when someone sends it to Sage from Pike.

Built to keep sensitive client data secure and private.

Sage

Pike

Direction

Customers

Both ways

Products and services

Products

Sage to Pike

Sales invoices

Invoices

Both ways

Payments

Invoice status Paid

Sage to Pike

Purchase invoices

Project expenses

Sage to Pike, when a line names a project