Clients
Pike: Customers
Carries over: Client name and the projects under it.
You set in Pike: Customer number, currency and VAT ID.
Template columns: customerName
Migration guide
Move from Clockify to Pike
Connect Clockify with an API key, run Import data, and keep syncing while teams move one at a time. Budget five weeks from connection to cutover, then one month-end in Pike.
Available now
Pike reads Clockify through its API, so clients, projects, tasks, users and time entries import with their links intact.
- In Clockify, go to Profile settings → Preferences → Advanced → Manage API keys, click Generate new, name the key and copy it. Clockify never shows the key again.
- In Pike, go to Workspace settings → Integrations → Clockify, click Add integration, and paste the key.
- Click Import data. The stepper imports clients, projects, tasks, users and time entries, in that order.
- Turn on Keep syncing. Pike imports new Clockify time every 3 hours while the rest of the team finishes the month in Clockify.
Pike never writes to Clockify, and hourly rates and project estimates do not import. A client or project removed in Clockify shows as Removed in Clockify in Pike, with its history intact.
Available now
Use CSV when nobody can generate an API key for the workspace, or when you bring over only part of your history.
- An admin exports projects from the Projects page with Export → CSV. The file lists name, client, status (active or archived), visibility, project manager and tasks, filtered by the current view.
- Open the Detailed report, select the longest date range, set the project filter to include archived projects, and click Export → CSV. CSV and Excel exports need the Basic plan or higher.
- The help center lists no project code in the export, so add a `projectNumber` to each project row if your file has none. Map the user email to `email`, billable status to `billableStatus` and duration to `hours`. Clockify invoices do not import by CSV: connect your accounting system for invoice history.
- Upload customers, projects, members, tasks, then time entries under Workspace settings → Integrations → CSV, using the CSV templates.
On the Free plan, Clockify exports PDF only and limits each report to 31 days, so the CSV route needs at least one month on Basic.
Entity map
What each Clockify record becomes in Pike
Column one uses Clockify's own labels. Pike matches people on the email of each Clockify user.
Projects
Pike: Projects
Carries over: Project name, client, and the time logged on each.
You set in Pike: Billing type, hourly rate, budget and team. Rates and estimates do not import from Clockify.
Template columns: projectNumber, title, customerNumber, leadEmail
Tasks
Pike: Tasks
Carries over: Task name under each project.
You set in Pike: Status, due date and assignees.
Template columns: title, projectNumber
Users (Team page)
Pike: Members
Carries over: Name and email.
You set in Pike: Workspace role, team, position and cost profile.
Template columns: email, displayName
Time entries
Pike: Time entries
Carries over: Date, duration, description, project, task and billable flag.
You set in Pike: Approval. Pike’s Clockify import reads the billable flag, and no approval status, so approve open weeks in Time admin.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus
Hourly rates and cost rates
Pike: Project hourly rate and cost profiles
Carries over: Nothing. Rates do not import.
You set in Pike: An hourly rate on each project, and a cost profile for each member.
Template columns: hourlyRate
Project estimate (time or budget)
Pike: Project budget
Carries over: Nothing. Estimates do not import.
You set in Pike: An hour budget from a time estimate, a money budget from a project budget.
Template columns: budgetHours, budgetAmount
Invoices
Pike: Not imported
Carries over: Native import and CSV do not read Clockify invoices.
You set in Pike: Invoice history imports from your connected accounting system. New invoices go out from Pike from cutover.
Clockify picks the most specific billable rate in this order: project member rate, task rate, project rate, member rate, workspace rate. A zero rate at a specific level overrides a higher one. Pike imports none of them, so set one hourly rate per project in Pike.
Clockify cost rates feed its cost and profit columns. Enter them in Pike as cost profiles before the pilot, so the Finance tab shows margin on the first imported month.
A project estimate in Clockify is a time estimate (Basic and up) or a project budget (Pro and Enterprise), set manually or per task, and it can reset every week, month or year. Enter each one as a Pike budget, and set up projects that reset as retainers.
The plan
Seven steps out of Clockify
The same steps as the main migration guide, with this tool's screens and settings.
Week 1
Migration owner, finance
Week 1 · Migration owner, finance
Freeze scope and export
On Native sync Pike reads Clockify directly. The export in week one is your archive copy.
- Pick a cutover Friday after the last Clockify approval and invoice run of the month.
- Export the Detailed report for every year you keep outside Pike, with the project filter set to All. Clockify emails larger exports.
- Export the Projects list and the Summary report with Show estimate on, grouped by project, for the rates and estimates you re-enter in Pike.
Done when: Archive exports in one folder, a cutover Friday on the calendar, and a Clockify admin named to generate the API key.
Week 1 to 2
Operations lead
Week 1 to 2 · Operations lead
Clean the data in Clockify
Pike imports what Clockify stores, so merge clients and fix emails inside Clockify before you click Import data.
- Merge duplicate clients and give every active project a client.
- Archive finished projects. Clockify still lists their time in reports, and archiving blocks new entries on them.
- Check every active user has the email they will sign in to Pike with.
Done when: No duplicate clients. Every active project has a client and a project manager.
Week 2
Workspace admin
Week 2 · Workspace admin
Build the workspace shell
Admins set up rates and cost profiles in Pike first, because Clockify rates do not import.
- Create teams and workspace roles. Invite admins and project leads only.
- Connect your accounting system and run its Import data. If Clockify syncs time to QuickBooks today, connect QuickBooks to Pike.
- Set a cost profile for everyone who logs billable time, from their Clockify cost rate.
Done when: Admins and leads are in Pike. Finance sees the same customer list as the ledger.
Week 2 to 3
Workspace admin
Week 2 to 3 · Workspace admin
Run Import data
One click imports clients, projects, tasks, users and time in dependency order.
- Turn on Read for clients, projects and tasks and for time entries, then click Import data. Retry anything listed under Sync issues.
- Add the hourly rate, budget and billing type to every active project from the week one export.
- Open three projects and compare last month’s hours and billable hours with the Clockify Summary report.
Done when: Client, project, user and last-month hour counts match Clockify. Every active project has a rate.
Week 3 to 4
Delivery lead, finance
Week 3 to 4 · Delivery lead, finance
One team in Pike, the rest in Clockify
Turn on Keep syncing and move one team with a live client project and an invoice due.
- The pilot team logs time in Pike only. Everyone else tracks in Clockify, and Pike imports that time every 3 hours.
- Finance approves the pilot team’s time in Time admin and sends one invoice from Pike in place of a Clockify invoice.
- Compare the pilot project’s billable amount with the Clockify Detailed report for the same week. A gap points to a project member or task rate in Clockify.
Done when: One invoice sent from Pike. Pilot hours in Pike match the same week in Clockify.
Week 4 to 5
Migration owner
Week 4 to 5 · Migration owner
Cutover weekend
Close Clockify on Friday evening. Deactivate users in place of a read-only mode: Clockify ends their access and saves their data.
- Friday: everyone submits, managers approve the week in Clockify, then an admin clicks Sync now in Pike and turns Keep syncing off.
- Deactivate users on the Team page, then remove the seats from the subscription. Clockify charges for seats until you remove them, deactivated or not.
- Monday: everyone logs time in Pike. Pin one message with links to log time, find tasks and ask for help.
Done when: Time admin shows every active member by Monday afternoon. Clockify shows no time after Friday.
Week 5 to 8
Finance
Week 5 to 8 · Finance
First month-end in Pike
Done when finance closes a month without opening Clockify.
- Approve all time, invoice every billable project from Pike and send the invoices to accounting.
- Cancel the Clockify subscription. Paid features run to the end of the billing cycle, then Clockify switches the workspace to the Free plan, where exports are PDF only.
- Delete the workspace from the CAKE.com account Workspaces page only once the archive exports have two owners. Clockify cannot undo a deletion.
Done when: Month closed in Pike. Clockify exports saved with two owners. Clockify subscription cancelled.
Rebuild
Set these up in Pike by hand
- Hourly rates and budgetsSet billing type, hourly rate and budget on each project.Pike docs
- Cost ratesSet a cost profile for each member so Pike calculates margin.Pike docs
- Recurring estimatesSet up retainer projects with their period and allowance.Pike docs
- Invoice layout and numberingSet numbering, terms and layout in invoice settings.Pike docs
- Timesheet approversChoose who approves time for each team in Time admin.Pike docs
Questions
Moving from Clockify: common questions
Why do our Clockify hourly rates not show up in Pike?
Pike’s Clockify integration imports clients, projects, tasks, users and time entries, and no rates or estimates. Set the hourly rate and budget on each project in Pike, using the rates in your Clockify Detailed report export.
What happens to approved Clockify time?
Clockify locks approved entries, even for admins, and marks them with a green check in the Detailed report. Pike imports the entries with their billable flag, so approve any open weeks in Time admin after the import.
Do archived Clockify projects import?
Clockify still lists time on archived projects in reports, under the Archived project filter. Check that the imported project count in Pike matches active plus archived projects in Clockify, and retry anything under Sync issues.
We invoice from Clockify and sync to QuickBooks. What changes?
Clockify invoices do not import. Connect QuickBooks to Pike so invoice history imports from the ledger, then send new invoices from Pike from cutover.
Can we stay on Clockify Free after cutover?
Yes. Once the paid cycle ends Clockify switches the workspace to Free and stores the data. Free exports PDF only and caps each report at 31 days, so export CSV before you cancel.
Clockify documentation used for this guide
- Clockify: Export reports
- Clockify: Export projects
- Clockify: Track budget and estimates
- Clockify: Understanding project estimates, budgets, and alerts
- Clockify: Task rates
- Clockify: Invoice total is $0
- Clockify: Approve team’s time entries
- Clockify: Create projects and clients
- Clockify: Where to generate API key for account
- Clockify: QuickBooks integration
- Clockify: Cancel subscription
- Clockify: Invite and manage users
- Clockify API documentation
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