Migration guide
Export Synergist Key reports and posted timesheets as CSV, upload them to Pike templates, and connect the ledger your accounts link posts to. Budget five to six weeks.
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Synergist exports its Key reports and the posted timesheets list as CSV, so you run one report per entity and upload each file to the matching Pike template.
Synergist’s help centre documents no export for the organisation, contact or user lists. Build a list view with the columns you need and check whether your account offers an export on it, or copy the rows from the Organisation analysis Key report.
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Synergist posts invoice batches through its accounts link to Xero, QuickBooks Online, Sage Intacct, Business Central and other packages, so your invoice history already exists in the ledger. Connect the same ledger to Pike.
Stop posting invoice batches from the Synergist accounts link at cutover, so finance sends new invoices to the ledger from Pike only.
Entity map
Column one uses Synergist’s labels. Synergist records every cost at phase level, not job level, so phases carry most of the detail. Pike matches people on the email of each Synergist user.
Pike: Customers
Carries over: Name, code, handler, default currency, internal client flag, active or inactive status.
You set in Pike: Leave internal clients out, or turn their jobs into non-billable Pike projects.
Template columns: customerName, customerNumber, mainCurrency
Pike: Customer contacts
Carries over: Name, organisation, roles and functions, invoice address flag, inactive flag.
You set in Pike: Check whether your export includes email and phone.
Template columns: customerNumber, name, email, title, phone
Pike: Projects
Carries over: Job number, title, client, status (quote, live, in-house, on hold, special), job type, start and due date, handler, team.
You set in Pike: A billing type per job. Synergist records no billing type field, so choose from how you bill the job.
Template columns: projectNumber, title, customerNumber, status, billingType, startDate, endDate, leadEmail
Pike: Phases
Carries over: Phase number (job and phase, for example 1021.002), title, dates, parent job.
You set in Pike: A phase name in Pike. Annual jobs split by month become one phase per month.
Template columns: projectNumber, phase, startDate, endDate
Pike: Project budget
Carries over: Estimated hours, recommended charge and quoted value per job or phase.
You set in Pike: One budget per project. The Pike CSV templates have no phase budget column.
Template columns: projectNumber, budgetAmount, budgetHours
Pike: Tasks
Carries over: Description of the type of work, such as Design.
You set in Pike: Upload charge codes used on live jobs as tasks, so time rows have a task to reference.
Template columns: title, projectNumber, phase
Pike: Time entries
Carries over: Date, work done, normal hours, charge rate, recommended charge, total cost, job, phase, charge code, resource, sales invoice number and date.
You set in Pike: Posted time maps to `approved`, pending to `submitted`. A sales invoice number maps to `invoiced` `yes`.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus, invoiced
Pike: Members
Carries over: Login, full name, initials, email address.
You set in Pike: Workspace role, position and cost profile.
Template columns: email, displayName, team
Pike: Expenses
Carries over: Run the Expenses Key report as CSV. Check whether your export includes the expense user and billable value.
You set in Pike: Expense categories.
Template columns: date, amount, projectNumber, email, category, description, billableStatus
Pike: Deals
Carries over: Client, quoted value, expected close date.
You set in Pike: Deal statuses that match your Synergist pipeline.
Template columns: title, customerNumber, status, value, closeDate
Pike: Invoice history from accounting
Carries over: Pike imports invoices from the ledger your Synergist accounts link posted them to.
You set in Pike: Nothing. The CSV route does not import invoices.
Synergist takes a charge rate from the charge code, then staff, staff skill, a client price, and the job estimate where your company setting Timesheets use job estimated charge rates is ticked. Pike takes one `hourlyRate` per project, so use the client price where one exists and the charge code rate otherwise.
A Synergist estimate is your internal budget in hours and recommended charge, and the quote is the client price. Fill `budgetHours` from estimated hours and `budgetAmount` from the quoted value.
Synergist stores cost rates on department, charge code, team, staff and client price. Pike calculates profit from cost profiles, so an admin sets one per member from the staff cost 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. Run every Key report the same day, after the month-end period closes in Synergist.
Done when: Every Synergist 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 Synergist after export day.
Done when: Every live 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, tasks, time and expenses. Pike reports a row it cannot match with its line number.
Done when: Organisation, job, user and last-month hour counts match Synergist.
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 posts timesheets in Synergist.
Done when: One invoice sent from Pike. Pilot time in Pike matches the same week in Synergist’s posted timesheets.
Week 5 to 6
Migration owner
Week 5 to 6 · Migration owner
Close Synergist on Friday evening. Everyone opens Pike on Monday.
Done when: Time admin shows every active member by Monday afternoon. Synergist shows no timesheets after Friday.
Week 6 to 9
Finance
Week 6 to 9 · Finance
Done when finance closes a month without opening Synergist.
Done when: Month closed in Pike. Synergist WIP at cutover billed or written off. Final exports saved with two owners.
Rebuild
Questions
The Timesheet list runs as either real or pending timesheets, never both. Run the pending version as well, and check that no team has neither Timesheet approval nor Post on submit ticked. Synergist then records submitted time as pending and never posts it.
Filter the Timesheet list export for rows with a blank sales invoice number. Synergist shows the column blank until time is ticked off against an invoice, so those rows are still in WIP.
Yes. Each phase becomes a Pike phase on its project, using the job number as `projectNumber`. Synergist records estimated and actual costs at phase level, so add phase estimates up into one project budget.
Not through CSV. Synergist posts invoice batches to your accounts package, so connect that ledger to Pike and Pike imports invoice history from it.
A charge code names the type of work, such as Design or Account Management. Upload the codes used on live jobs as Pike tasks, and set rates on the project.
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