Migration guide
Export Streamtime list views as CSV, upload them to Pike templates, and connect the Xero or QuickBooks ledger your invoices went to. Budget five to six weeks.
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Streamtime exports every list view with the Export CSV button, as jobs.csv, time.csv, expenses.csv, quotes.csv, invoices.csv and companies.csv, so you export once per list and upload each file to the matching Pike template.
The lightning bolt icon opens the activity drawer, which shows Got it for a finished export and Error for a failed one. Streamtime caps PDF exports of quotes, invoices and Job Cost Reports at 10 per export, so keep client documents to the ones finance needs.
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Streamtime copies invoices, purchase orders and expenses to Xero or QuickBooks Online, so your invoice history already exists in the ledger. Connect the same ledger to Pike.
If you invoice through MYOB, Pike has no MYOB connection. Keep invoices.csv from Streamtime as your record of past invoices.
Entity map
Column one uses Streamtime’s labels. Streamtime prices work on items inside a job, so items become Pike tasks and the job becomes the Pike project. Pike matches people on each team member’s login email.
Pike: Customers
Carries over: Company name and phone. Check whether companies.csv includes the linked rate card.
You set in Pike: A customer number on every company. Check whether your export includes a tax number.
Template columns: customerName, customerNumber, taxVatId, mainCurrency
Pike: Customer contacts
Carries over: Name, company, and the contact’s direct lines.
You set in Pike: Check whether your export includes email and role.
Template columns: customerNumber, name, email, title, phone
Pike: Projects
Carries over: Job number, name, company, status (In Play, Paused, Complete, Archived), billable or non-billable flag, labels.
You set in Pike: A project number on jobs created while Don’t use job numbers was set.
Template columns: projectNumber, title, customerNumber, status, billingType, startDate, endDate, leadEmail
Pike: Phases
Carries over: Phase name on the job plan.
You set in Pike: Start and end dates.
Template columns: projectNumber, phase
Pike: Tasks and project budget
Carries over: Item name, dates, team members, planned and used hours and sell, status, from the Items list view. Check whether its CSV includes pricing method and billable status.
You set in Pike: Add planned hours and planned sell up per job for `budgetHours` and `budgetAmount`.
Template columns: title, projectNumber, phase, assigneeEmail, status, billableStatus
Pike: Time entries
Carries over: Date, team member, job, item, hours, note, billable status. Check whether time.csv shows invoiced state.
You set in Pike: An approval status. Streamtime’s help centre documents no timesheet approval step.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus, invoiced
Pike: Members
Carries over: Name, login email, branch, role, cost rate, labels. Streamtime documents no team member export, so copy them from Settings → Team Members.
You set in Pike: Workspace role, team, position and cost profile.
Template columns: email, displayName, team, position
Pike: Expenses
Carries over: The expenses.csv list, filtered to the jobs you move.
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 Xero or QuickBooks ledger Streamtime copied them to.
You set in Pike: Nothing. The CSV route does not import invoices.
Streamtime sets bill rates on rate cards, by role, item and expense, with a standard rate card and others linked to companies. An item uses its own sell rate (Price by Item Rate), each team member’s rate (Price by Person/Role), or a fixed price. Set the Pike project `hourlyRate` from the rate card linked to the job’s company.
Jobs where every item uses Fixed Price map to `fixedFee`, priced-by-rate jobs to `timeAndMaterials`, and non-billable jobs to `nonBillable`. Planned hours and total planned sell fill `budgetHours` and `budgetAmount`.
Streamtime stores one cost rate per team member, which drives its profit margins. Set each Pike cost profile from that rate 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. Export every list the same day, with filters set to include archived jobs.
Done when: Every Streamtime CSV and the team sheet 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 Streamtime after export day.
Done when: Every open job 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, contacts, projects and phases, then members, items as tasks, time and expenses. Pike reports a row it cannot match with its line number.
Done when: Company, job, team member and last-month hour counts match Streamtime.
Week 3 to 5
Delivery lead, finance
Week 3 to 5 · Delivery lead, finance
CSV has no ongoing sync, so the pilot team moves fully to Pike while everyone else logs time in Streamtime.
Done when: One invoice sent from Pike. Pilot time in Pike matches the same week in the Streamtime Time list.
Week 5 to 6
Migration owner
Week 5 to 6 · Migration owner
Close Streamtime on Friday evening. Everyone opens Pike on Monday.
Done when: Time admin shows every active member by Monday afternoon. Streamtime shows no time after Friday.
Week 6 to 9
Finance
Week 6 to 9 · Finance
Done when finance closes a month without opening Streamtime.
Done when: Month closed in Pike. Final Streamtime exports saved with two owners. Cancellation sent before the renewal date.
Rebuild
Questions
Every active filter applies to the export, and the Time list can hide archived jobs, non-billable time, personal time and scheduled time by default. Clear those defaults and export again.
Exporting needs permission to view and edit jobs and to export finances. The account subscriber turns it on under Settings → Team Members → your profile → Permissions.
Each item becomes a task on its project, with its phase. Planned hours and sell per item add up to the project budget, and logged time links to the task through `taskTitle`.
Not through CSV. Streamtime copies invoices to Xero or QuickBooks Online, so connect that ledger to Pike and Pike imports invoice history from it.
The account moves to the free plan at the end of the billing cycle, with 5 active jobs and up to 50 archived jobs. Ask Streamtime support in your cancellation message if you want the account deleted.
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