Clients
Pike: Customers
Carries over: Client name, contact and billing information from the Client Detail report.
You set in Pike: Customer number, currency and VAT ID.
Template columns: customerName, customerNumber, taxVatId, mainCurrency
Migration guide
Move from Replicon to Pike
Export Replicon reports as CSV and time from the Time Workbench, map them to Pike templates, and connect QuickBooks or Xero. Budget five to six weeks to cutover.
Available now
Replicon’s own answer to copying your data is to export it with reports, and every report exports to Excel as .csv once you set the format in your user settings.
- Click User Settings → Settings, set Report Excel Export Format to .csv, keep the comma as the field separator, and click Save.
- In Reports, run the Client Detail, Project Detail and User Details default reports, add the fields in the column mapping under Settings, and click the Excel icon on each.
- Export time with a report on the Time Entry Details template, or with the Time Workbench under Cost → Time Workbench, which tracks which entries you already exported.
- Upload customers, projects, members, tasks, then time entries and expenses under Workspace settings → Integrations → CSV, using the Replicon column mapping.
The Reports Field Matrix lists which report template carries each field. Check it before you build the exports, since each default report enables only some of its template’s fields.
Available now
Replicon transfers time, expenses and invoice data to QuickBooks and Xero for billing. Pike connects to both, so the ledger that already stores your Replicon invoices supplies invoice history to Pike.
- In Pike, go to Workspace settings → Integrations, add QuickBooks or Xero and run Import data for customers and invoice history before the first CSV upload.
- Match each Replicon client to the ledger customer Pike imported, and give it the customer number your project file uses.
- At cutover, stop the Replicon sync to the ledger, so only Pike sends invoices from Monday.
Replicon lists Salesforce as a custom integration through Customer Success. If your sales team works in HubSpot or Salesforce, connect it to Pike directly.
Entity map
What each Replicon record becomes in Pike
Column one uses Replicon screen names. Every project has a billing type fixed at creation, and only projects **In Progress** take time. Pike matches people on the email address in each user profile.
Projects
Pike: Projects
Carries over: Name, client, billing type (Time & Materials or Fixed Bid), status, start and end date, and estimated hours and cost.
You set in Pike: Project number and lead. Check whether your export includes a project code and project manager you can reuse.
Template columns: projectNumber, title, customerNumber, status, billingType, budgetAmount, budgetHours, hourlyRate, startDate, endDate, leadEmail
Tasks
Pike: Tasks
Carries over: Task name, project, Estimated Hours, Estimated Cost, and billable or non-billable setting.
You set in Pike: Assignee and due date.
Template columns: title, projectNumber, startDate, dueDate, billableStatus
Users
Pike: Members
Carries over: Name, login name, email address, employee ID, user status, supervisor, hourly cost rate and user billing rate.
You set in Pike: Workspace role, team and a cost profile.
Template columns: email, displayName, team
Billing rates
Pike: Project hourly rates
Carries over: Project rate, user rates and custom role rates set under Administration → Projects → Billing Rates, customized per project on its Billing Rates tab with effective dates.
You set in Pike: One `hourlyRate` per project.
Template columns: hourlyRate (Projects)
Timesheets (time entries)
Pike: Time entries
Carries over: User, email, entry date, hours, project, task, client, approval status, billing rate name and timesheet comments.
You set in Pike: Map approved entries to `approved`, waiting ones to `submitted`, and not submitted ones to `draft`.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus
Expense sheets
Pike: Expenses
Carries over: Expense rows from an expense report. Check the header row against the template.
You set in Pike: Nothing.
Template columns: date, amount, projectNumber, email, category, description, billableStatus
Invoices
Pike: Invoice history (from your ledger)
Carries over: Pike has no CSV template for invoices. Export the billing reports you need for your archive.
You set in Pike: Connect QuickBooks or Xero and run Import data. New invoices go out from Pike from cutover.
Replicon starts each Time & Materials project from system rates (a project rate, user rates and custom role rates), and the project manager adds rates with effective dates on the Billing Rates tab. Pike reads one `hourlyRate` per project, so take the rate most hours on the project bill at.
Administrators set an hourly cost rate in each user profile, and Replicon multiplies hours by that rate for cost. Set each Pike cost profile from the user’s current cost rate.
Replicon records hours and cost estimates per project and task, and a Fixed Bid amount per week, month or project. Fill `budgetHours` and `budgetAmount` from the project estimates, and map Time & Materials to `timeAndMaterials` and Fixed Bid to `fixedFee`.
The plan
Seven steps out of Replicon
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 Replicon before you export.
- Set Report Excel Export Format to .csv, then export the Client Detail, Project Detail and User Details reports.
- Create a time data export in the Time Workbench, mark it Complete and download it, or run a Time Entry Details report.
- Write down the date and export number of your first time export.
Done when: Report files and the time export in one folder, the export number 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 Replicon files and keep the raw folder untouched. Rename columns to Pike template columns as you go.
- Build one customer row per client with a `customerNumber`, and add it to every project row.
- Map the Replicon statuses (Tentative, In Progress, Completed, Deferred, Cancelled, Archived) to the project statuses you use in Pike.
- Check every user email against the address they will sign in to Pike with. Pike matches members and time on `email`.
Done when: Every project row has a project 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 lead and imported members have a team.
- Create teams that match your Replicon user groups. Invite admins and project leads only.
- Connect QuickBooks or Xero and run Import data, so finance sees ledger customers and invoice history in Pike.
- Set a cost profile for each member from the hourly cost rate in their Replicon user profile.
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
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 customers, projects, members and tasks, then time entries and expenses.
- Fix rejected rows and upload them again. Pike matches each row on its project number or email and updates the record.
- Open one Time & Materials and one Fixed Bid project and compare estimates, rate and last month’s hours with the Replicon Project Detail report.
Done when: Client, project, user and last-month hour counts match Replicon.
Week 3 to 5
Delivery lead, finance
Week 3 to 5 · Delivery lead, finance
One team in Pike, the rest in Replicon
The CSV route has no ongoing sync. The pilot team logs time in Pike only, and everyone else fills in Replicon timesheets 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 Replicon.
- Compare the pilot project’s margin in Pike with the Replicon Project Profitability report. A gap means a billing 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 Replicon on Friday evening and upload every hour logged there since your first export.
- Friday: everyone submits, and approvers clear Waiting for My Approval for the week.
- Create a new Time Workbench export. It includes only entries added or changed since the last export. Map it and upload it, leaving out the pilot team.
- Set projects that moved to Pike to Completed, and disable the user profiles of everyone now in Pike. Disabled profiles consume no licenses.
Done when: Time admin shows every active member by Monday afternoon. Replicon shows no time after Friday.
Week 6 to 9
Finance
Week 6 to 9 · Finance
First month-end in Pike
Done when finance closes a month without opening Replicon.
- Approve all time, invoice every billable project from Pike and send the invoices to accounting.
- Run the client, project and time reports once more and store the files with the raw exports.
- Check your contract end date under Administration → System and Security → Manage Account, and tell your Customer Success manager you will not renew.
Done when: Month closed in Pike. Replicon exports saved with two owners. Non-renewal confirmed.
Rebuild
Set these up in Pike by hand
- Project, user and role billing ratesSet the hourly rate on each project.Pike docs
- User cost ratesEnter each member’s cost in their cost profile.Pike docs
- Fixed Bid billing periodsSet the project type and budget for each fixed fee project.Pike docs
- Timesheet approversChoose who approves time for each team in Time admin.Pike docs
- Invoice layout and payment termsSet numbering, terms and layout in invoice settings.Pike docs
Questions
Moving from Replicon: common questions
How do we get a copy of all our Replicon data?
Replicon’s help centre answers this with reports: export each report you need. Set Report Excel Export Format to .csv first, so Replicon writes every export as CSV.
Why use the Time Workbench instead of a report?
The Time Workbench freezes the time data in an export and tracks deltas, so a later export includes only entries added or changed since the last one. That fits the cutover upload, and it needs a Cost Manager permission profile.
Can we change a project’s billing type before export?
No. Replicon sets Time & Materials or Fixed Bid when you create the project and does not allow a change later. Map each type to a Pike `billingType` in the file.
Should we delete or disable users and projects?
Replicon recommends disabling over deleting, and blocks deletion of users who entered data. A disabled user profile consumes no license, and an archived project accepts no time.
Does Pike import Replicon invoices?
Pike has no CSV template for invoices. Replicon transfers invoice data to QuickBooks or Xero, so connect that system to Pike and Pike imports customers and invoice history from the ledger.
Replicon documentation used for this guide
- Replicon: Exporting a report to Excel or PDF
- Replicon: How do we make a copy of our Replicon or Polaris data?
- Replicon: Exporting time data using the Time Workbench
- Replicon: Creating and exporting time data exports
- Replicon: Choosing a report
- Replicon: Running project reports
- Replicon: Running client reports
- Replicon: What do Fixed Bid and Time & Materials mean?
- Replicon: Setting up your project for billing in Replicon
- Replicon: Customizing billing rates for a project in Replicon
- Replicon: Setting and tracking project estimates in Replicon
- Replicon: How project costing works
- Replicon: How do we change a project’s status in Replicon?
- Replicon: Tracking the approval status of items
- Replicon: Deleting and disabling data
- Replicon: Managing license assignments
- Replicon: Managing a license contract
- Replicon: Integrating with Replicon
- Replicon: Introduction to the Replicon and Polaris API
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