CRM migration
Field-level mapping, validation, and rollback between Livespace CRM and Freshsales. We move data and schema; workflows are rebuilt natively in Freshsales.
Livespace CRM
Source
Freshsales
Destination
Compatibility
5 of 8
objects map 1:1 between Livespace CRM and Freshsales.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Livespace CRM to Freshsales is a structural migration that flattens Livespace's multi-Space model into Freshsales's single-pipeline or multi-pipeline framework and resolves the Person-to-Lead-Contact split that comes from Livespace's unified contact model versus Freshsales's separate Lead, Contact, and Account objects. Livespace's API access requires the Automation tier or above, so we confirm plan tier at scoping; Freshsales provides REST API access across all paid tiers, making post-migration automation feasible on whichever tier the customer selects. We preserve Deal-stage histories, Task assignments, and custom field values during export. Attachment files do not migrate via API from Livespace and are flagged as a manual pre-migration step. Email sequences have no API on the source side and cannot be transferred programmatically; we document the existing sequences for manual rebuild in Freshsales Sales Sequences.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Livespace CRM object lands in Freshsales, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Livespace CRM
Person
Freshsales
Contact or Lead (split required)
1:manyLivespace Persons map to Freshsales Contacts when the Person has a linked Company and an active Deal. Persons with no associated Company or Deal map to Freshsales Leads. We apply the split using Livespace's company_id and active_deal_count fields during transform. The original Livespace Person record is preserved in a custom field livespace_person_id__c on both Lead and Contact for cross-reference.
Livespace CRM
Company
Freshsales
Account
1:1Livespace Companies map directly to Freshsales Accounts. The Livespace company domain becomes the Account's website field. We create the Account record before any Contact import so that the Account lookup is satisfied at the moment of Contact insert. Account is the deduplication key for subsequent Person imports.
Livespace CRM
Deal
Freshsales
Deal
1:1Livespace Deals map to Freshsales Deals. The Deal value, stage, owner, and created/closed timestamps transfer directly. Livespace's deal stage probabilities map to Freshsales's probability field per stage. Custom Deal fields discovered via Livespace's Get custom fields endpoint are created as Freshsales Deal custom fields and mapped 1:1.
Livespace CRM
Space
Freshsales
Pipeline
lossyLivespace Spaces define separate pipeline environments within a single account. Where the destination Freshsales account uses a single pipeline model, we flatten multiple Spaces into one Pipeline with stage names that preserve the most granular stage set across all Spaces. If the customer subscribes to Freshsales Forest plan (which supports multiple pipelines), we map each Livespace Space to a distinct Freshsales Pipeline and assign each Deal to the corresponding Pipeline at migration time.
Livespace CRM
Task
Freshsales
Task
1:1Livespace Tasks map to Freshsales Tasks with Status, Priority, due date, and body text preserved. Task assignment migrates by resolving the Livespace user ID to a Freshsales User via email match. Completed versus open task states are preserved. Tasks linked to a Deal in Livespace attach to the corresponding Deal record in Freshsales via the what_id field.
Livespace CRM
User
Freshsales
User
1:1Livespace Users (licensed seats) map to Freshsales Users by email address. User role and team assignment are preserved in Freshsales Role and Territory fields if the destination account has these configured. Password hashes and 2FA settings do not migrate; the customer's admin provisions Freshsales credentials separately. Any Livespace User without a matching Freshsales User email is held in a reconciliation queue for admin provisioning before record import resumes.
Livespace CRM
Contact Group
Freshsales
List
1:1Livespace Contact Groups (static segment lists) export as Freshsales Lists. Group membership is resolved at migration time and each Person in a Contact Group is added as a List Member in Freshsales. Dynamic segments in Livespace are documented as Freshsales Dynamic Lists with equivalent filter criteria for the customer's admin to configure post-migration.
Livespace CRM
Source
Freshsales
Custom Field (Lead Source)
lossyLivespace Source values (tracking where leads originated) map to Freshsales Lead Source picklist on the Person or Lead record. Livespace exposes a source list API; we read the full source taxonomy during schema discovery and create Freshsales Lead Source picklist values that match the Livespace source names exactly so no enumeration is lost during import.
| Livespace CRM | Freshsales | Compatibility | |
|---|---|---|---|
| Person | Contact or Lead (split required)1:many | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Space | Pipelinelossy | Fully supported | |
| Task | Task1:1 | Fully supported | |
| User | User1:1 | Fully supported | |
| Contact Group | List1:1 | Fully supported | |
| Source | Custom Field (Lead Source)lossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Livespace CRM gotchas
API requires rotating session tokens with SHA1 signing
Attachment files are not exposed via the public API
Email sequences have no API — automation data is not migratable programmatically
Custom field schema differs per account and requires pre-migration schema discovery
Duplicate detection only available on Automation tier and above
Freshsales gotchas
Freddy AI is Pro-tier only despite heavy marketing
Post-migration emails and sequences are disabled
Bot session credits are a one-time 500-session allocation
Phone credits charged per minute with no cap
File storage limits scale with plan tier
Pair-specific challenges
Migration approach
Plan tier verification and API scoping
We verify that the source Livespace account is on the Automation tier or above (API access requirement) and confirm the Freshsales destination account tier. We extract the full Livespace object schema via the Get custom fields, Get deal stages, and Get spaces endpoints to understand the account's custom field configuration, Space structure, and stage set before designing any mapping. This step produces a written scoping document that includes the Person-to-Lead-Contact split rule, the Spaces-to-Pipeline flattening logic, and the custom field type map.
Freshsales schema preparation and custom field provisioning
We create all required Freshsales custom fields (Deal fields matching Livespace custom Deal fields, Contact fields matching Livespace custom Person fields) before any data import. If the split rule produces Leads, we configure the Lead-to-Contact conversion field mapping so that custom field values transfer when a Lead is converted. Pipelines and stage values are created in Freshsales to match the Livespace Space and stage structure, with stage probabilities mapped from Livespace.
Data extraction in dependency order from Livespace
We extract Livespace data via the REST API in dependency order: Companies first (to satisfy Account lookups), then Persons (with company_id resolved), then Deals (with owner and stage resolved), then Tasks, then Contact Groups and Source values. Each object export runs with SHA1-signed session tokens, and we refresh tokens on 401 responses. Bulk exports run in batches of 200 records per request to stay within Livespace's rate limits.
Transform and Person split
We apply the Person-to-Lead-Contact split logic in the transform layer. Persons with a non-null company_id and at least one Deal become Freshsales Contacts with an AccountId reference. Persons without a Company link or with no associated Deals become Freshsales Leads. The original Livespace person ID is stored in a custom field on both record types for audit. Custom field type conversions (date normalization to UTC, picklist value matching) are applied at this step.
Import into Freshsales and bulk activity load
We import into Freshsales in dependency order: Accounts, Contacts and Leads (with AccountId or Lead-to-Contact conversion mapping resolved), Deals (with OwnerId and Pipeline resolved), Tasks. Engagement history (calls, emails, meetings, tasks) is loaded via the Freshsales REST API with batch chunking. We resolve the parent record references (ContactId, LeadId, DealId) at migration time. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and manual-rebuild handoff
We freeze Livespace writes during cutover, run a final delta migration of any records created or modified during the migration window, then enable Freshsales as the system of record. We validate record counts, spot-check 25-50 records against the Livespace source, and deliver the email sequence documentation for manual rebuild in Freshsales Sales Sequences. We do not rebuild Livespace automations or sequences as Freshsales workflows inside the migration scope; that is a separate engagement or an internal admin task. We provide a one-week hypercare window for reconciliation issues raised during initial Freshsales use.
Platform deep dives
Livespace CRM
Source
Strengths
Weaknesses
Freshsales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Livespace CRM and Freshsales.
Object compatibility
3 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Livespace CRM: Not publicly documented in Livespace's developer documentation — rate limit behaviour must be empirically characterised per account during migration scoping.
Data volume sensitivity
Livespace CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
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FAQ
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