Migration guide
Build Rocketlane custom reports, export each one as CSV and map it to a Pike template, then connect your CRM and ledger. Budget five to six weeks to cutover.
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Rocketlane exports data through custom reports built on four data sources: Projects, Tasks, People and Roles, and Time tracking. Each report downloads as CSV and maps to a Pike template.
The Rocketlane API records time entries in minutes. Check whether your Time tracking export shows minutes or hours, since the Pike `hours` column takes hours.
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Rocketlane creates projects from HubSpot deals and Salesforce opportunities. Pike connects to both, and to the ledger your Rocketlane invoices go to, so sales and finance keep their systems through the move.
Rocketlane’s help centre lists no accounting integration. Check how finance enters Rocketlane invoices into the ledger today before you rely on ledger invoice history.
Entity map
Column one uses Rocketlane’s screen names. Rocketlane calls customer companies accounts, and a project can carry one or several budgets on Enterprise.
Pike: Customers
Carries over: Company name and the fields synced from your CRM. Projects record the customer company.
You set in Pike: Customer number, VAT ID and currency.
Template columns: customerName, customerNumber, taxVatId, mainCurrency
Pike: Projects
Carries over: Name, customer, owner, status, start and due date, billing type (Fixed fee, Time and material, Subscription, Non-billable), project budget, budgeted hours, currency, archived state.
You set in Pike: Project number, team, and a Pike billing type for Subscription projects.
Template columns: projectNumber, title, customerNumber, status, billingType, budgetAmount, budgetHours, startDate, endDate, leadEmail
Pike: Phases
Carries over: Phase name and project. Check whether your Tasks report includes phase dates.
You set in Pike: Start and end dates where the export leaves them out.
Template columns: projectNumber, phase, startDate, endDate
Pike: Tasks
Carries over: Title, project, phase, assignee, status, priority, dates.
You set in Pike: A status mapping from your Rocketlane task statuses.
Template columns: title, projectNumber, phase, assigneeEmail, status, startDate, dueDate
Pike: Members
Carries over: Name, email and role from the People and Roles report. Customers and partners are separate user types.
You set in Pike: Workspace role, team and cost profile.
Template columns: email, displayName, team, position
Pike: Time entries
Carries over: Date, minutes, person, project, task, category, notes, billable flag, approval status (Not submitted, Submitted, Approved, Rejected).
You set in Pike: Convert minutes to hours. Decide with finance whether rejected time imports, since Rocketlane drops it from billable totals.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus
Pike: Expenses
Carries over: Expenses logged against projects. Check whether a report or export in your account lists them.
You set in Pike: Expense categories.
Template columns: date, amount, projectNumber, email, category, description
Pike: Invoice history (from your ledger)
Carries over: Pike has no CSV template for invoices. Rocketlane invoices move from draft to review, approved and paid, and generate as PDF.
You set in Pike: Connect the accounting system and run Import data. New invoices go out from Pike from cutover.
Rocketlane rate cards store a bill rate per project role, with a default rate for roles the card leaves out. A project uses a rate card or rates set manually per team member under Budgets and rates. Set the Pike `hourlyRate` from the rate of the role that logs most hours on each project.
Rocketlane calculates cost from an hourly cost rate per person or role, and only some roles see cost and margin. Ask an admin with that access to copy current cost rates into Pike cost profiles.
Fill `budgetAmount` from the project budget and `budgetHours` from budgeted hours. Map Fixed fee to `fixedFee`, Time and material to `timeAndMaterials` and Non-billable to `nonBillable`. Subscription projects store a period budget and number of periods, which fit a Pike retainer.
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 reports you export in week one are what Pike imports. Freeze edits in Rocketlane before you export.
Done when: Four report files in one dated folder, and a cutover Friday on the calendar.
Week 1 to 2
Operations lead
Week 1 to 2 · Operations lead
Work in copies of the Rocketlane files. Most of the work is billing types, budgets and minutes.
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 imported projects have 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
Upload under Workspace settings → Integrations → CSV. Pike reports a row it cannot match with its line number.
Done when: Account, project, member and last-month hour counts match Rocketlane.
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 Rocketlane.
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 Rocketlane on Friday evening and upload every hour logged there since your first export.
Done when: Time admin shows every active member by Monday afternoon. Rocketlane shows no time after Friday.
Week 5 to 8
Finance
Week 5 to 8 · Finance
Done when finance closes a month without opening Rocketlane.
Done when: Month closed in Pike. Final Rocketlane exports saved with two owners.
Rebuild
Questions
Rocketlane caps tabular reports at 10,000 rows and pivot reports at 5,000. Filter the Time tracking report by date range and export one file per range.
Rocketlane Subscription projects store a frequency, a period budget and a number of periods. Set them up as Pike retainers with the same period and allowance.
Rocketlane removes rejected hours from billable totals, utilization and revenue. Leave rejected rows out of the upload unless finance wants them as `draft`.
Not through CSV. Connect the ledger finance records Rocketlane invoices in, and Pike imports invoice history from it. Keep the Rocketlane invoice PDFs in your archive.
Until you turn off the trigger, yes. Rocketlane creates projects from closed HubSpot deals and from a Salesforce object you choose. Turn the trigger off at cutover.
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