Accounts
Pike: Customers
Carries over: Account name. Pike’s Salesforce integration imports accounts directly.
You set in Pike: Customer number, if you upload projects by CSV.
Template columns: customerName, customerNumber
Migration guide
Move from Certinia PSA to Pike
Export Certinia PSA objects with Salesforce Data Export, map them to Pike templates, and connect Salesforce for accounts and opportunities. Budget five to six weeks to cutover.
Available now
Certinia PSA stores projects, resources, rate cards and timecards as Salesforce objects, so the Salesforce Data Export service produces them as a zip archive of CSV files.
- In Salesforce Setup, enter Data Export in Quick Find, click Export Now, select Include all data and Replace carriage returns with spaces, and click Start Export.
- Salesforce emails a link when the zip is ready. Download it within 48 hours of the email, after which Salesforce deletes the file.
- Open the files for projects, milestones, assignments, rate cards, timecards, contacts and accounts. PSA objects export under their API names, for example `Timecard_Header__c` for timecards.
- Upload customers, contacts, projects, phases, members, then time entries under Workspace settings → Integrations → CSV, using the Certinia PSA column mapping.
Export Now is available only after enough time has passed since the last export: weekly on Enterprise, Performance and Unlimited Editions, and every 29 days on Professional and Developer Editions. Plan the cutover export around that interval.
Available now
Certinia PSA runs inside Salesforce, so your accounts, contacts and opportunities are already in the org that Pike’s Salesforce integration reads. Connect it, and sales keeps working in Salesforce while delivery moves to Pike.
- In Pike, go to Workspace settings → Integrations → Salesforce, sign in with a user who can read accounts, contacts and opportunities, and run Import data.
- Map each opportunity stage to a Pike deal stage, then give each imported customer the customer number your project file uses.
- Connect the accounting system that turns your released billing events into invoices, if Pike lists it under Integrations, and run Import data for invoice history.
Pike’s Salesforce integration reads accounts, contacts and opportunities, and writes back only the Pike project link on the opportunity. PSA projects, resources and timecards come from the CSV export.
Entity map
What each Certinia PSA record becomes in Pike
Column one uses Certinia PSA labels. A resource is a Salesforce contact with **Is Resource** selected, and timecards record one week per line. Pike matches people on the email on each resource’s contact record.
Contacts (not resources)
Pike: Customer contacts
Carries over: Name, email and account. Pike’s Salesforce integration imports contacts on each account.
You set in Pike: Nothing.
Template columns: customerNumber, name, email, title, phone
Projects
Pike: Projects
Carries over: Project Name, Account, Project Manager, Billing Type (Fixed Price or Time and Materials), Stage, Active, Start Date, End Date, Bookings and Planned Hours.
You set in Pike: Project number. Project ID is a system identifier, so reuse it or set your own.
Template columns: projectNumber, title, customerNumber, status, billingType, budgetAmount, budgetHours, startDate, endDate, leadEmail
Milestones
Pike: Phases
Carries over: Milestone name and dates on each project.
You set in Pike: Nothing.
Template columns: projectNumber, phase, startDate, endDate
Resources (Contacts with Is Resource)
Pike: Members
Carries over: Name, email, region, practice, group, default cost rate and linked Salesforce user.
You set in Pike: Workspace role, team and a cost profile.
Template columns: email, displayName, team, position
Rate Cards
Pike: Positions and project hourly rates
Carries over: Resource Role, Suggested Bill Rate, Average Cost Rate, Currency, and the account, region, practice or group the card applies to.
You set in Pike: One `hourlyRate` per project, from the rate card that applies to most of its assignments.
Template columns: position (Members), hourlyRate (Projects)
Assignments
Pike: Project team
Carries over: Resource on a project, with the bill and cost rate cards that price its timecards.
You set in Pike: Add each assigned resource to the Pike project. Pike has no assignment CSV template.
Timecards (API: Timecard_Header__c)
Pike: Time entries
Carries over: Resource, Project, Milestone, Start Date to End Date (one week), daily hours, Total Hours, Billable, Status, Billed, Invoiced, Timecard Notes.
You set in Pike: Split each weekly line into one row per day. Map Approved to `approved`, Submitted to `submitted`, and Saved or Rejected to `draft`.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus, invoiced
Opportunities
Pike: Deals
Carries over: Pike’s Salesforce integration imports opportunities as deals.
You set in Pike: Map each opportunity stage to a Pike deal stage.
Billing Events
Pike: Invoice history (from your ledger)
Carries over: Pike has no CSV template for invoices. Certinia releases billing events to your finance system, which creates the invoice.
You set in Pike: Connect the ledger and run Import data. New invoices go out from Pike from cutover.
Certinia prices a timecard from the bill rate card linked to its assignment, with role defaults on rate cards set per account, region, practice or group. Pike reads one `hourlyRate` per project, so use the Suggested Bill Rate (or dated resource rate) that applies to most of the project’s assignments.
Each resource record stores a default cost rate, and each rate card stores an Average Cost Rate per role. Set each Pike cost profile from the resource’s default cost rate, and compare margin with Certinia where a cost rate card applies.
Certinia records Bookings from Customer PO budgets and Planned Hours on the project. Fill `budgetAmount` from Bookings and `budgetHours` from Planned Hours, and map Billing Type to `fixedFee` or `timeAndMaterials`. Projects with Billable cleared map to `nonBillable`.
The plan
Seven steps out of Certinia PSA
The same steps as the main migration guide, with this tool's screens and settings.
Week 1
Migration owner, Salesforce admin
Week 1 · Migration owner, Salesforce admin
Freeze scope and export
The zip you export in week one is what Pike imports. Freeze edits in Certinia before you export.
- Run Export Now under Setup → Data Export with Include all data selected.
- Download the zip within 48 hours of the Salesforce email, and write down the date of the export.
- Note the next date Export Now becomes available for your edition, and set the cutover Friday after it.
Done when: The zip downloaded to one folder, the export date written down, and a cutover Friday on the calendar.
Week 1 to 2
Operations lead
Week 1 to 2 · Operations lead
Clean the exported files
Work in copies of the Certinia files and keep the raw zip untouched. Join records on their Salesforce IDs, then rename columns to Pike template columns.
- Replace account and contact IDs on project rows with the customer number and project manager email.
- Split each weekly timecard line into daily rows with `date` and `hours`.
- Keep only contacts with Is Resource selected for the members file, and check each email against the address they will use in Pike.
Done when: Every project row has a project number, a customer number, a billing type and a budget amount.
Week 2
Workspace admin
Week 2 · Workspace admin
Build the workspace shell
Admins set up Pike before the first upload, so imported projects have a lead and imported members have a team.
- Create teams that match your Certinia practices or groups, and positions that match your resource roles. Invite admins and project leads only.
- Connect Salesforce and run Import data, so customers, contacts and deals match the org.
- Set a cost profile for each member from their Certinia default cost rate.
Done when: Admins and leads are in Pike. Sales sees the same accounts and opportunities in Pike as in Salesforce.
Week 2 to 3
Workspace admin
Week 2 to 3 · Workspace admin
Upload in dependency order
Upload under Workspace settings → Integrations → CSV. Pike reports a missing customer number, project number or email with its line number.
- Upload projects, phases and members, then time entries. Pike already imported customers and contacts from Salesforce.
- Fix rejected rows and upload them again. Pike matches each row on its project number or email and updates the record.
- Open one Fixed Price and one Time and Materials project and compare bookings, rate and last month’s hours with Certinia.
Done when: Project, resource and last-month hour counts match Certinia.
Week 3 to 5
Delivery lead, finance
Week 3 to 5 · Delivery lead, finance
One team in Pike, the rest in Certinia
The CSV route has no ongoing sync. The pilot team logs time in Pike only, and everyone else submits timecards in Certinia until cutover.
- Pick one team with a live client project and an invoice due. From Monday its members log time in Pike only.
- Finance approves the pilot team’s time in Time admin and sends one invoice from Pike in place of a released billing event.
- Compare the pilot project’s margin in Pike with Certinia. A gap means a rate card or cost rate needs a fix in Pike.
Done when: One invoice sent from Pike. The pilot lead signs off.
Week 5 to 6
Migration owner
Week 5 to 6 · Migration owner
Cutover weekend
Close Certinia timecards on Friday evening and upload every hour logged there since your first export.
- Friday: everyone submits and approvers approve the week’s timecards in Certinia.
- Run Export Now again, take the timecards dated after your first export, split them into daily rows and upload them. Leave out the pilot team.
- Select Closed for Time Entry on every project that moved to Pike, so resources can no longer log timecards there.
Done when: Time admin shows every active member by Monday afternoon. Certinia shows no timecards after Friday.
Week 6 to 9
Finance
Week 6 to 9 · Finance
First month-end in Pike
Done when finance closes a month without releasing a Certinia billing event.
- Approve all time, invoice every billable project from Pike and send the invoices to accounting.
- Set resources who now work in Pike to Inactive, as Certinia recommends for resources no longer required.
- Store the final Data Export zip with the raw exports, and agree PSA license changes with your Certinia account team.
Done when: Month closed in Pike. Certinia exports saved with two owners. License change agreed.
Rebuild
Set these up in Pike by hand
- Rate cardsSet the hourly rate on each project from its rate card.Pike docs
- Resource cost ratesEnter each member’s cost in their cost profile.Pike docs
- Assignments and schedulesAllocate planned hours per person and project.Pike docs
- Timecard approversChoose who approves time for each team in Time admin.Pike docs
- Billing event rulesSet numbering, terms and layout in invoice settings.Pike docs
Questions
Moving from Certinia PSA: common questions
Why can’t we click Export Now?
Salesforce makes Export Now available only after enough time has passed since the last export: weekly on Enterprise, Performance and Unlimited Editions, every 29 days on Professional and Developer Editions. Check the date before you fix the cutover Friday.
Our export link stopped working. What happened?
Salesforce deletes the zip 48 hours after it sends the email. Download it straight away, and copy it to a shared folder before anyone starts cleaning files.
Why does each timecard row cover a week?
A Certinia timecard records one resource on one project for a week, from Start Date to End Date, with hours per day. Pike’s time entries template takes one `date` per row, so split each line into daily rows.
Do we still need Salesforce after the move?
Your sales team can keep working in Salesforce. Pike reads accounts, contacts and opportunities from it, and writes the Pike project link back to each opportunity when Send is on.
Does Pike import Certinia billing events?
Pike has no CSV template for invoices. Certinia sends released billing events to your finance system, which creates the invoices, so connect that system to Pike if it is on the Pike integrations list.
Your business runs better on Pike.
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