Migration guide
Export Teamleader Focus overviews and the Global HR report to Excel, save them as CSV for Pike templates, and connect Exact Online for invoices. Budget five to six weeks.
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Teamleader Focus exports each overview to Excel through a column template you build once, so you export companies, contacts, deals, projects and time as separate files and save each one as CSV UTF-8.
Financial columns on the projects export (budget spent, margin) show only for users with access to project financials. Run that export as an admin.
Available now
Teamleader Focus syncs invoices, customers and payment status two ways with Exact Online. If that is your ledger, connect Exact Online to Pike and Pike imports the same invoice history.
Teamleader Focus allows one accounting integration per account. If yours is Yuki or Octopus, Pike has no connector for it: keep the Teamleader invoice export as your archive.
Entity map
Column one uses Teamleader’s own labels and names the product each record comes from. Focus stores CRM, deals, invoices, projects and time. Orbit stores resource planning and budgets.
Pike: Customers
Carries over: Name and the fields you add to your export template, up to 50.
You set in Pike: A customer number on every company. Check whether your template includes VAT number and currency.
Template columns: customerName, customerNumber, taxVatId, mainCurrency
Pike: Customer contacts
Carries over: Name, email and the company each contact is linked to, exported as a second segment.
You set in Pike: The customer number of the linked company on each row.
Template columns: customerNumber, name, email, title, phone
Pike: Projects
Carries over: Project number, name and status, customer, owner and assignees, start and end date, time tracked, billing method.
You set in Pike: Team, project template and the budget from the financial columns.
Template columns: projectNumber, title, customerNumber, status, billingType, budgetAmount, startDate, endDate, leadEmail
Pike: Phases
Carries over: Group name and its own billing method, from the Projects (with lines) sheet.
You set in Pike: One billing type per Pike project. Where groups mix fixed price and time and materials, split the project.
Template columns: projectNumber, phase, startDate, endDate
Pike: Tasks
Carries over: Title, group, assignee, billing method.
You set in Pike: Status mapping and one assignee per row.
Template columns: title, projectNumber, phase, assigneeEmail, status, dueDate, billableStatus
Pike: Members
Carries over: Name and email from Settings → Users. Check whether your Global HR report columns include email.
You set in Pike: Workspace role, team and a cost profile from the internal rate.
Template columns: email, displayName, team, position
Pike: Time entries
Carries over: Date, duration, user, description, project, and the Billable toggle. The Global HR report includes time of deactivated users.
You set in Pike: Check whether your export includes an invoiced flag. Teamleader blocks edits to time already billed to the customer.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, approvalStatus, invoiced
Pike: Deals
Carries over: Title, customer and phase. Quotation lines export only through a custom template.
You set in Pike: Deal statuses that match your Teamleader deal phases.
Template columns: title, customerNumber, status, value, probability, closeDate
Pike: Allocations and project budgets
Carries over: Teamleader’s help centre documents no export of Orbit planning or budgets.
You set in Pike: Type future bookings into the allocations template and budgets into the projects file from Orbit’s screens.
Template columns: email, projectNumber, startDate, endDate, hoursPerWeek
Pike: Invoice history from accounting
Carries over: Outgoing invoices export as CSV with a delimiter you choose, for your archive.
You set in Pike: No CSV import. Pike imports invoice history from Exact Online or your other connected ledger.
Teamleader Focus bills hours at the user’s external price (Settings → HR) or the price per work type, and admins or project owners can override it with custom user rates per project. Put the rate each project bills at into `hourlyRate`.
Teamleader sets the billing method on the project, group or task. Map Time and materials to `timeAndMaterials`, Fixed price to `fixedFee` with the price as `budgetAmount`, and Non-billable to `nonBillable`.
Cost comes from each user’s internal rate under Settings → Users. An admin sets the same figure as the member’s Pike cost profile, so project margin matches Teamleader from the first week.
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 a snapshot. Write down the export date: you export the time after it again at cutover.
Done when: Every Teamleader export in one dated folder, and a cutover Friday before the cancellation deadline.
Week 1 to 2
Operations lead
Week 1 to 2 · Operations lead
Save each Excel file as CSV UTF-8 and clean it there. Nobody edits Teamleader after export day.
Done when: Every project row has a number, a customer number, a billing type and a rate.
Week 2
Workspace admin
Week 2 · Workspace admin
Connect the ledger first, so the customer numbers in your Teamleader 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: Company, project, user and last-month hour counts match Teamleader.
Week 3 to 4
Delivery lead, finance
Week 3 to 4 · Delivery lead, finance
CSV has no ongoing sync. The pilot team tracks time in Pike only, and everyone else tracks in Teamleader until cutover.
Done when: One invoice sent from Pike. No pilot team time in Teamleader after the pilot start date.
Week 4 to 5
Migration owner
Week 4 to 5 · Migration owner
Close Teamleader on Friday evening and upload the time tracked since your first export.
Done when: Time admin shows every active member by Monday afternoon. Teamleader shows no time after Friday.
Week 5 to 8
Finance
Week 5 to 8 · Finance
Done when finance closes a month without opening Teamleader.
Done when: Month closed in Pike. Final Teamleader exports saved with two owners. Cancellation confirmed.
Rebuild
Questions
The Excel version of the project timesheet contains the description of each time tracking, not the task title. Use the Global HR report under Settings → Users for the migration file, and check its columns before export.
Teamleader does not export company and contact addresses together. Export companies and contacts as two segments and join them on company name before you fill `customerNumber` on each contact.
The Global HR report includes time of deactivated users. Add those people to the members file with their email, so Pike can match their time entries.
Teamleader’s help centre documents no Orbit export. Type future bookings into the Pike allocations template and project budgets into the projects file, reading each figure from Orbit.
An admin cancels at least 15 days before the renewal date, and Teamleader deactivates the account at renewal. Teamleader removes the data after deactivation, so run your final exports before that date.
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