# CSV import and export: move your data in and out of Pike

> Import and export customers, projects, tasks, time entries, and deals as CSV, to migrate from any tool or hand finance a snapshot.

Canonical URL: https://usepike.com/integrations/csv
Last updated: 2026-10-25

## At a glance

- **Entities:** Customers, projects, tasks, members, teams, time entries, deals, products, and labels or phases where supported.
- **Who can run it:** Workspace admins, or roles your workspace configures.
- **Validation:** Invalid rows are reported with line numbers before anything is lost.
- **Documentation:** [CSV docs](https://usepike.com/docs/integrations/csv)

## What syncs between CSV and Pike

| Step | Import first | Why |
| --- | --- | --- |
| 1 | Customers, plus teams or products the template needs | Projects reference them |
| 2 | Projects and phases | Tasks and time reference them |
| 3 | Members | Tasks with assignees reference them |
| 4 | Tasks, time entries, and deals | They reference everything above |

Match records by Pike ID when round-tripping an export, or by business keys such as customer number, project number, or email on a first import.

## How to connect CSV

1. Go to **Workspace settings → Integrations → CSV**.
2. Choose **Import** or **Export** and download the template for the entity.
3. Fill in the template and upload it, or run an export with filters such as a date range.

Full setup steps and field mappings are in the [CSV integration docs](https://usepike.com/docs/integrations/csv).

## How agencies use Pike with CSV

- **Migrate without losing history.** Bring historical timesheets with you, so utilization and margin reports start with real data.
- **Pilot on one team first.** Import one team’s projects and tasks, run the pilot, then import the rest.
- **Hand finance a snapshot.** Export time entries for a date range for payroll or a client audit.

## Limits to know before you connect

- Exports include only data the person running them can see.
- Some entities support updates on re-import (upsert) and some are create-only. Check the template notes.
- Save files as UTF-8. In Excel, choose "CSV UTF-8".

## CSV integration questions

### Can I migrate to Pike from Asana, Jira, or Monday?

Yes. Export to CSV, map the columns to the Pike task template, then import customers and projects first and tasks after.

### Can I import historical timesheets into Pike?

Yes. Time entries are a supported CSV entity, so history from another system can come with you.

### Can I export my data from Pike?

Yes. Export any supported entity as CSV, with filters such as a date range for time entries.

## Related

- [Switch playbook](https://usepike.com/switch): Plan the pilot, migration, and go-live.
- [Open API](https://usepike.com/integrations/open-api): Sync data automatically instead of by file.
- [Business Central](https://usepike.com/integrations/business-central): Sync sales orders and customers on a schedule.