Accounting integration
Pike for Tripletex
projects in Pike, books in Tripletex
Pike integrates with Tripletex: customers, products, invoices, payments, and supplier invoices sync with Pike, and invoices and customers go from Pike to Tripletex. Projects live in Pike; Tripletex keeps the books.
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At a glance
- Direction
- Tripletex to Pike for products, payments, and supplier invoices. Both ways for customers and invoices.
- Who sets it up
- Workspace admins connect. Admins and finance users change sync settings.
- Source of truth
- Tripletex, once a record is linked.
- Plan
- All plans
- Documentation
- Tripletex docs
What syncs between Tripletex and Pike
| Tripletex | Pike | Direction |
|---|---|---|
| Customers | Customers | Both ways |
| Products | Products | Tripletex to Pike |
| Invoices | Invoices | Both ways |
| Payments | Payments on the invoice | Tripletex to Pike |
| Supplier invoices | Expenses | Tripletex to Pike |
Tripletex projects are not used: projects live in Pike.
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 Tripletex only when someone sends them: emailing an invoice from Pike does not send it. After an invoice is sent, make changes in Tripletex.
How to connect Tripletex
- 1.Go to Workspace settings → Integrations → Tripletex and click Add integration.
- 2.Enter a Tripletex employee token and consumer token.
- 3.Click Import data to bring in customers, products, invoices, payments, and supplier invoices.
Full setup steps and field mappings are in the Tripletex integration docs.
How agencies use Pike with Tripletex
- Run projects in one place. Projects, time, and allocations live in Pike, so delivery leads do not keep a second project list in Tripletex.
- Put supplier costs on projects. Supplier invoices import as expenses, ready to assign, so project margin includes freelancer and media spend.
- Send invoices once. Invoices built in Pike from billable hours go to Tripletex without re-keying.
Limits to know before you connect
- Tripletex projects are not used.
- Pike cannot create products in Tripletex.
- After an invoice is sent to Tripletex, make changes in Tripletex.
Tripletex integration questions
Does Pike integrate with Tripletex?
Yes. Pike syncs Tripletex customers, products, invoices, payments, and supplier invoices, and sends invoices and customers from Pike to Tripletex.
Does the Tripletex integration use Tripletex projects?
No. The Tripletex integration does not use Tripletex projects. Projects live in Pike.
How do I connect Tripletex to Pike?
Connect Tripletex under Workspace settings, Integrations, with a Tripletex employee token and consumer token.
See Pike and Tripletex working together on your data.
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