Clients
Pike: Customers
Carries over: Client name, from the client column of the project template.
You set in Pike: Customer number, VAT ID and currency, from your ledger.
Template columns: customerName, customerNumber
Migration guide
Move from Float to Pike
Export Float’s people and project templates, the schedule and the Logged report, map them to Pike templates, and connect the ledger you invoice from. Budget five to six weeks.
Available now
Float exports people and projects as pre-filled import templates, the schedule as CSV, and logged time and budgets from Report. Each file maps to a Pike template.
- On People, click Import → Upload a file, tick Pre-populate with the existing team to update people and click Download people template. Do the same on Projects with Pre-populate with existing projects.
- On Report, open the Projects view and export table data for budget fee, budget hours and logged fee. On Pro and Enterprise, export the People view’s logged time tracking data for every person entry by date.
- On the Schedule, click Share → Export, choose .CSV for Excel and export by week. Each export covers up to one year, so export future allocations from today forward.
- Upload customers, projects, phases, members, then time entries and allocations under Workspace settings → Integrations → CSV, using the Float column mapping.
The project template covers active projects only, and Starter plans export Scheduled data only. Check your plan before you count on logged time or expenses in the export.
Available now
Float ended its direct QuickBooks integration in February 2024, so Float has no live link to your ledger. Connect the ledger finance invoices from to Pike, and Pike imports customers and invoice history from it.
- In Pike, go to Workspace settings → Integrations, add the accounting system finance invoices from and run Import data for customers and invoice history.
- Use the ledger customer number for each Float client before you upload projects, so every project links to a customer with invoice history.
- From cutover, finance invoices from Pike using approved time, in place of the Float logged report.
Float connects to HubSpot and Salesforce through Zapier only. If a Zap creates Float projects from deals, turn it off at cutover and connect the CRM to Pike.
Entity map
What each Float record becomes in Pike
Column one uses Float’s screen names. Float plans time as allocations and records logged time against them, so both schedule and actuals move to Pike.
Projects
Pike: Projects
Carries over: Project name and code, client, notes, tags, budget in total hours, non-billable flag, project owner email.
You set in Pike: Billing type, budget in money from the Projects report, and a team.
Template columns: projectNumber, title, customerNumber, billingType, budgetAmount, budgetHours, leadEmail
Phases
Pike: Phases
Carries over: Phase name, and a phase budget where the project budgets by phase.
You set in Pike: Check whether your export includes phase dates. Float repeats a phase budget on every report line.
Template columns: projectNumber, phase, startDate, endDate
People
Pike: Members
Carries over: Name, people code, email, role, department, tags, cost rate, bill rate, start and end date.
You set in Pike: Workspace role and cost profile.
Template columns: email, displayName, team, position
Allocations
Pike: Allocations
Carries over: Person, role, department, project, client, task and scheduled hours per day or week from the schedule export.
You set in Pike: Hours per week per person and project, and the person’s email from the people template.
Template columns: email, projectNumber, startDate, endDate, hoursPerWeek
Logged time
Pike: Time entries
Carries over: Date, person, client, project, project code, task, logged fee, billable and non-billable hours, notes.
You set in Pike: Set `approvalStatus` to `approved` for locked periods. Float has no approval step for logged time.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus
Expenses
Pike: Expenses
Carries over: Expense, project, total cost, markup and total billable from the Projects report (Pro and Enterprise).
You set in Pike: Date and category for each row.
Template columns: date, amount, projectNumber, category, description, billableStatus
Time off
Pike: Time off
Carries over: Time off rows in the schedule export.
You set in Pike: Rebuild time off types and book future leave in Pike. No CSV template covers time off.
Float resolves bill rates from role to person to project to phase, and the most specific rate wins. Float stores role bill rates on rate cards in Data studio, person rates on each profile’s Rates tab, and project rates on the project’s Team tab. Set the Pike `hourlyRate` from the project rate where one exists, and from the role rate otherwise.
Float resolves cost rates from role to person, with effective dates for role cost rates. Build Pike cost profiles from the cost rate column of the people template.
Float budgets a project as Time & materials, Fixed fee or Fixed hours, at project, phase or task level. Map Time & materials to `timeAndMaterials` and Fixed fee to `fixedFee`, and fill `budgetHours` for Fixed hours projects.
The plan
Seven steps out of Float
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
The files you export in week one are what Pike imports. Freeze edits in Float before you export.
- Download the people and project templates with existing data pre-filled.
- Export the Projects report table data, the People report logged time tracking data per year, and the schedule from today forward.
- Write down the export date and keep the raw files unchanged in one folder with two owners.
Done when: Every Float export in one dated folder, 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 Float files. Most of the work is joining people to emails and budgets to projects.
- Build one customer row per Float client with a ledger customer number, and add it to every project row.
- Add `budgetAmount` from the Projects report and set `billingType` from each project’s budget type. Use the project budget once, since phase and task budgets repeat on each report line.
- Join the schedule and logged time files to the people template on name, so every row carries an email.
Done when: Every project row has a number, a customer number, a billing type and a budget.
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 team and a rate on day one.
- Create teams and positions that match your Float departments and roles. Invite admins and project owners only.
- Connect the ledger finance invoices from and run Import data for customers and invoice history.
- Set a cost profile for each person from the Float cost rate in the people template.
Done when: Finance sees the ledger’s invoices in Pike. Every billable person has a cost profile.
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 row it cannot match with its line number.
- Upload customers, projects, phases and members, then logged time one file per year, then allocations.
- Fix rejected rows and upload them again. Pike matches each row on its project number or email and updates the record.
- Compare three projects with Float: budget, bill rate, last month’s logged hours and next month’s scheduled hours.
Done when: Project, person, last-month logged hours and next-month scheduled hours match Float.
Week 3 to 4
Delivery lead, finance
Week 3 to 4 · Delivery lead, finance
One team in Pike for a sprint
CSV has no ongoing sync, so the pilot team plans and logs in Pike while everyone else works in Float.
- The pilot team logs time and books allocations in Pike only. Everyone else works in Float until cutover.
- Finance approves pilot time in Time admin and sends one invoice from Pike.
- Compare the pilot team’s utilization in Pike with the Float People report for the same weeks.
Done when: One invoice sent from Pike. Pilot hours in Pike match the Float logged report.
Week 4 to 5
Migration owner
Week 4 to 5 · Migration owner
Cutover weekend
Close Float on Friday evening and upload every hour logged there since your first export.
- Friday: lock logged time under Company settings → Admin → Time tracking, so nobody edits past entries.
- Export logged time from your first export date to Friday and the schedule from Monday forward, leave out the pilot team, and upload both.
- Archive people in Float, then lower the paid seat count under Plans & billing. Archiving does not reduce paid seats on its own.
Done when: Time admin shows every active member by Monday afternoon. Float 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 Float.
- Approve all time, invoice every billable project from Pike, and check each invoice appears in your ledger.
- Export every report and template once more for the archive.
- Cancelling Float deletes the company and its data at once, with no refund for prepaid time. The Account Owner deletes it only after the archive is complete.
Done when: Month closed in Pike. Final Float exports saved with two owners. Float company deleted.
Rebuild
Set these up in Pike by hand
- Rate cardsSet project and task rates in Pike from Float role and project rates.Pike docs
- Cost ratesCreate a cost profile per member from the Float cost rate.Pike docs
- Tentative and future allocationsCheck imported allocations and add tentative work in resource planning.Pike docs
- Time offSet up time off types and book future leave.Pike docs
Questions
Moving from Float: common questions
Why are archived projects missing from our project export?
The pre-filled project template covers active projects only. Check whether the Projects report lists the archived projects you keep, or add them to the projects file by hand.
Why does our budget column total too high?
When a project budgets by phase or task, Float repeats the budget on every line of the CSV. Take each project’s budget once before you fill `budgetAmount`.
Can we export logged time on the Starter plan?
No. Starter plans export Scheduled data only. Pro and Enterprise plans export Logged data, including time tracking details.
Does archiving people in Float lower our bill?
Archiving frees a seat and Float retains the person’s reporting data, but Float does not reduce paid seats on its own. Lower the seat count under Plans & billing.
Can we cancel Float and keep our data there?
No. Float cancels a subscription by deleting the company and its data, and only the Account Owner can do it. Finish every export first.
Float documentation used for this guide
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