Migrate from Livespace CRM to HighLevel

Scoped discovery and plan-tier verification

We audit the source Livespace account: plan tier (confirming API access is available on Automation or above), record counts for Persons, Companies, Deals, Tasks, Contact Groups, and Spaces, plus a full read of the custom field schema via the Get custom fields endpoint. We inventory all active Spaces (pipeline structures) and document the email sequences present in the platform. This output is a written migration scope, object map, and a confirmed list of manual pre-migration steps (attachment export, sequence documentation). GoHighLevel destination account setup and custom field pre-creation are initiated in parallel.

Schema design and Space pipeline flattening

We design the GoHighLevel destination schema. This includes creating custom fields (mapped from the Livespace custom field schema), configuring pipeline stages (one pipeline per Livespace Space, with stage labels mapped from Livespace dealstage values), setting up user roles (mapped from Livespace Teams and role assignments), and configuring contact tags from Livespace Contact Groups. If the team uses Spaces as separate business units, we recommend sub-account architecture during scoping before finalizing the pipeline design.

Livespace data extraction with SHA1 session handling

We extract data from Livespace via its REST API using SHA1-signed requests with rotating session tokens. We fetch a fresh Auth Token and Session ID before each batch to maintain continuity. Extraction runs in dependency order: Users (for owner resolution), Companies, Persons, Deals (with Space association preserved), Tasks, and Contact Groups. All timestamps are preserved in UTC-normalized ISO 8601 format. Attachments and sequence data are flagged as manual export items and excluded from API extraction.

Data validation and deduplication

We validate extracted records for completeness (required fields present), format consistency (email addresses valid, phone numbers normalized), and duplicate detection. Livespace's duplicate detection is only available on Automation tier; we apply our own deduplication logic against the exported dataset and present a duplicate merge report to the customer's admin for decisions before import. Custom field values are validated against the pre-created GoHighLevel picklist options.

GoHighLevel import with rate-limit handling and owner resolution

We import data into GoHighLevel using its REST API with batch chunking and exponential backoff on rate-limit responses. Import runs in dependency order: Companies first (required for Contact-Company linking), then Contacts (with CompanyId resolved), then Opportunities (with pipeline and stage assigned), then Tasks (linked to their parent Contact or Opportunity). Owner resolution maps Livespace user emails to GoHighLevel User IDs. Each import phase emits a row-count reconciliation report before the next phase begins.

Cutover, validation, and automation rebuild handoff

We freeze Writes in Livespace during cutover, run a final delta migration of any records modified during the migration window, then enable GoHighLevel as the system of record. We validate a statistical sample of migrated records against the source export. We deliver the written sequence inventory and pipeline/automation mapping document to the customer's admin for GoHighLevel workflow rebuild. We support a one-week hypercare window for reconciliation issues. We do not rebuild Livespace sequences as GoHighLevel workflows inside the migration scope; that is a separate engagement.