Migration guide
Export Simplicate modules and the Hours report to Excel, upload them to Pike CSV templates, and connect Exact Online for invoice history. Budget five to six weeks.
Available now
Simplicate puts an Export button on the CRM, Projects, Sales and HRM overviews and on the Hours report, and each file it produces is an Excel copy of the overview with your filters applied.
Simplicate’s user rights list no export right for Invoices. For a full invoice export for record keeping, Simplicate’s help centre says to contact its support.
Available now
Simplicate sends debtors, sales invoices and payments to Exact Online. If Exact Online is your ledger, connect it to Pike and Pike imports the same customers and invoice history.
Simplicate also connects directly to Twinfield and Yuki. Pike has no connector for either, so a team on those ledgers keeps the Simplicate invoice export as its archive.
Entity map
Column one uses Simplicate’s module labels. Simplicate prices work through services on each project, so one Simplicate project can need several Pike phases or projects.
Pike: Customers
Carries over: Name, customer group and custom fields.
You set in Pike: A customer number on every organization. Check whether your export includes VAT number and currency.
Template columns: customerName, customerNumber, taxVatId, mainCurrency
Pike: Customer contacts
Carries over: Name and email. Check whether your export includes the organization each person works for.
You set in Pike: The customer number of that organization on each row.
Template columns: customerNumber, name, email, title, phone
Pike: Projects
Carries over: Project name, organization, project manager. Check whether your export includes the project number.
You set in Pike: Team, project template, and a project number where the export has none.
Template columns: projectNumber, title, customerNumber, status, startDate, endDate, leadEmail
Pike: Billing type, budget and phases
Carries over: Invoice method (Fixed price, Subscription, or Time and expenses), price, and hour types with a budget in hours and a rate.
You set in Pike: One billing type per Pike project. Load a project with several services as one phase per service, or one project per service.
Template columns: projectNumber, phase, billingType, budgetAmount, budgetHours, hourlyRate
Pike: Members
Carries over: Name and email.
You set in Pike: Workspace role, team, and a cost profile from the cost price per hour in each employee’s schedule.
Template columns: email, displayName, team, position
Pike: Time entries
Carries over: Date, hours, employee, relation, project, service and hour type, and whether the hours are ready for invoicing.
You set in Pike: Check whether your export includes an invoiced flag, and fill `invoiced` from your last invoice run where it does not.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus, invoiced
Pike: Deals
Carries over: Each sale and its organization.
You set in Pike: Check whether your export includes value, status and expected close date, and fill in what it does not.
Template columns: title, customerNumber, status, value, probability, closeDate
Pike: Invoice history from accounting
Carries over: Pike imports invoices from Exact Online or your connected ledger.
You set in Pike: Nothing. The CSV route does not import invoices.
Simplicate stores rates on the hour types inside each service, with a budget of hours and a rate per hour type. Put the rate each project bills at into `hourlyRate`, and the service’s budgeted hours into `budgetHours`.
Map Time and expenses services to `timeAndMaterials` and Fixed price services to `fixedFee` with the price as `budgetAmount`. Subscription services become Pike retainers, with the per-cycle budget as the allowance.
Cost comes from the cost price per hour in each employee’s schedule, and Simplicate does not reprice hours logged before a schedule change. Set each Pike cost profile with a start date that matches the schedule.
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 Excel exports are your migration data. Note their date: you export the hours after it again at cutover.
Done when: Every Simplicate export in one dated folder, and a cutover Friday one month before renewal.
Week 1 to 2
Operations lead
Week 1 to 2 · Operations lead
Clean the files in a spreadsheet. Nobody edits Simplicate 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
Connect the ledger first, so the customer numbers in your Simplicate files match the customers Pike imports.
Done when: Finance sees the ledger’s customers and invoices in Pike. Every billable person has a cost profile.
Week 2 to 3
Workspace admin
Week 2 to 3 · Workspace admin
Customers, contacts, projects, phases, members, then tasks, time and deals. Pike reports a row it cannot match with its line number.
Done when: Organization, project, employee and last-month hour counts match Simplicate.
Week 3 to 4
Delivery lead, finance
Week 3 to 4 · Delivery lead, finance
CSV has no ongoing sync. The pilot team registers hours in Pike only, and everyone else registers in Simplicate until cutover.
Done when: One invoice sent from Pike. No pilot team hours in Simplicate after the pilot start date.
Week 4 to 5
Migration owner
Week 4 to 5 · Migration owner
Close Simplicate on Friday evening and upload the hours registered since your first export.
Done when: Time admin shows every active member by Monday afternoon. Simplicate shows no hours after Friday.
Week 5 to 8
Finance
Week 5 to 8 · Finance
Done when finance closes a month without opening Simplicate.
Done when: Month closed in Pike. Final Simplicate exports saved with two owners. Licence cancelled.
Rebuild
Questions
Each module has its own Export to Excel right in the user group settings. Turn it on for CRM, Projects, Sales and HRM for the people running the migration.
Time and expenses maps to `timeAndMaterials`, Fixed price to `fixedFee` and Subscription to a Pike retainer. One Simplicate project can combine all three, so split those projects into phases or separate Pike projects.
Simplicate marks hours Ready for invoicing once they pass the approval step chosen in Hours to invoice as. Map those to `approved`, and decide with finance how to load hours still waiting in Week review.
Not through CSV. Simplicate sends invoices to Exact Online, Twinfield or Yuki. Pike imports invoice history from Exact Online, and teams on Twinfield or Yuki keep Simplicate’s invoice export as their archive.
With one month’s notice, Simplicate gives 30 days to export data before it blocks the environment. A read-only license for one user costs €70 per month and runs for one year.
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