Migration guide
Export each Productive table to CSV, map the columns to Pike templates, and connect your accounting system for invoice history. Budget five to six weeks.
Available now
Productive exports any table view as CSV, so you export once per entity on the day you freeze changes.
Productive’s help centre does not say whether table exports include archived records or cap the number of rows. Check each file’s row count against the filtered list before you upload.
Available now
Productive pushes invoices to Xero, QuickBooks, Exact and e-conomic, so your invoice history already exists in your books. Connect the same system to Pike.
Pike syncs with your accounting system every 3 hours after the first import, or in real time on the Enterprise plan.
Entity map
Column one uses Productive’s labels. Productive stores sales deals and production budgets as one record type with a budget flag, so they split into two rows here.
Pike: Customers
Carries over: Name, billing name, VAT number, default currency, company code.
You set in Pike: A customer number on any company without a company code. Check whether your export includes the company code column.
Template columns: customerName, customerNumber, taxVatId, mainCurrency
Pike: Customer contacts
Carries over: First and last name, email, title, company.
You set in Pike: Nothing.
Template columns: customerNumber, name, email, title
Pike: Members
Carries over: First and last name, email.
You set in Pike: Workspace role, team, position and cost profile.
Template columns: email, displayName
Pike: Projects
Carries over: Name, project number, company, project manager, internal or client type, archived state.
You set in Pike: Team and project template.
Template columns: projectNumber, title, customerNumber, leadEmail, status
Pike: Project budget
Carries over: Budget total in money, budgeted hours, open or closed state.
You set in Pike: One Pike project per budget, or one project with a phase per budget where a Productive project holds several.
Template columns: projectNumber, budgetAmount, budgetHours
Pike: Billing type and rate
Carries over: Billing type (Fixed, Time and Materials, Non-billable), price, quantity, unit (hour, day or piece).
You set in Pike: A billing type for Percentage services, which have no matching Pike type.
Template columns: billingType, hourlyRate
Pike: Deals
Carries over: Name, company, pipeline stage, probability, value.
You set in Pike: Deal statuses that match your Productive pipelines.
Template columns: title, customerNumber, status, value, probability
Pike: Phases
Carries over: Name and project.
You set in Pike: Start and end dates.
Template columns: projectNumber, phase
Pike: Tasks
Carries over: Title, assignee, start and due date, workflow status, task list, estimate.
You set in Pike: A status mapping from Productive’s Not started, Started and Closed categories.
Template columns: title, projectNumber, phase, assigneeEmail, status, startDate, dueDate
Pike: Time entries
Carries over: Date, time, note, person, service, task, billable time, approval status (Draft, Submitted, Unapproved, Rejected, Approved, Auto approved), invoicing status.
You set in Pike: Whether rejected time imports at all.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus, invoiced
Pike: Expenses
Carries over: Name, date, amount, billable amount, approval status, budget, person.
You set in Pike: Expense categories.
Template columns: date, amount, projectNumber, email, category, description, billableStatus
Pike: Invoice history from accounting
Carries over: Pike imports invoices from the accounting system Productive sent them to.
You set in Pike: Nothing. The CSV route does not import invoices.
Productive stores bill rates on rate cards, company-wide or per client, and on each service as a price per hour, day or piece. Set the hourly rate on the Pike project, or on its tasks where services priced the work differently.
A Productive budget tracks money and hours, so fill both `budgetAmount` and `budgetHours`. Map Fixed services to `fixedFee`, Time and Materials to `timeAndMaterials`, and Non-billable to `nonBillable`.
Productive stores cost rates on each person as a salary or hourly rate, visible to admins only, with an optional organization overhead. Pike calculates profit from cost profiles, so an admin sets them up from those rates before the pilot.
The plan
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
The CSV route copies a snapshot. Any edit in Productive after export day needs retyping in Pike.
Done when: Every Productive 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 CSV files. Nobody edits Productive after export day.
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
Admins set up Pike before the first upload, so they can give imported projects a team and a rate on day one.
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
Customers, then projects, then members, then tasks, time, expenses and deals. Pike reports a row it cannot match with its line number.
Done when: Company, project, person and last-month hour counts match Productive.
Week 3 to 4
Delivery lead, finance
Week 3 to 4 · Delivery lead, finance
CSV has no ongoing sync, so the pilot team moves fully to Pike while everyone else works in Productive.
Done when: One invoice sent from Pike. Pilot time in Pike matches approved timesheets.
Week 4 to 5
Migration owner
Week 4 to 5 · Migration owner
Close Productive on Friday evening by removing access and seats.
Done when: Time admin shows every active member by Monday afternoon. Productive shows no time after Friday.
Week 5 to 8
Finance
Week 5 to 8 · Finance
Done when finance closes a month without opening Productive.
Done when: Month closed in Pike. Final Productive exports saved with two owners. Productive deactivated.
Rebuild
Questions
Productive stores both as deals and flags production budgets. Open sales deals import through the Pike deals template, and each budget becomes a Pike project, or a phase where one Productive project holds several budgets.
Not through CSV. Productive pushes invoices to Xero, QuickBooks, Exact or e-conomic, so connect that system to Pike and Pike imports invoice history from the ledger.
Productive marks time as Draft, Submitted, Unapproved, Rejected, Approved or Auto approved. Map Approved and Auto approved to `approved`, Submitted to `submitted`, and Draft and Unapproved to `draft`. Decide with finance whether rejected time imports at all.
Download them as CSV from Reports in Productive. An admin sets the rates on Pike projects and tasks from that file, since the CSV templates carry an hourly rate per project.
Productive does not export the board view. Switch the deals board to table layout and export again.
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