CRM migration
Field-level mapping, validation, and rollback between Livespace CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Livespace CRM
Source
monday CRM
Destination
Compatibility
5 of 9
objects map 1:1 between Livespace CRM and monday CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Livespace CRM to Monday.com CRM is a structural migration from a process-first sales methodology into a board-based CRM model. Livespace organizes data around Persons and Companies linked to Deals within configurable Spaces that model non-linear sales journeys; Monday.com uses a board-and-column architecture where Contacts, Companies, and Deals live as Items on customizable Boards. We handle the Spaces-to-Board mapping during scoping, convert Livespace deal stages into Monday.com status columns, and preserve custom field data by mapping Livespace's additional field types to Monday.com's column type equivalents (text, numbers, dates, dropdowns, checkboxes). Livespace's API requires SHA1-signed rotating sessions available only on Automation tier and above; we confirm the source plan tier during scoping before beginning extraction. Email sequences, automations, and workflow configurations do not migrate programmatically — we deliver a written inventory of these for the customer's admin to rebuild in Monday.com's Automation and Integrations layers.
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 monday CRM, 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
monday CRM
Contact (People Board Item)
1:1Livespace Person records map directly to Monday.com Contact Items on the People Board. Standard fields (name, email, phone, address) map to Monday.com's corresponding column types (text, email, phone, location). Custom additional fields on Persons migrate to Monday.com column types based on the Livespace field definition: date fields map to Date columns, dropdown fields map to Dropdown or Tags columns, checkbox fields map to Checkbox columns. Person-to-Company links are preserved as Monday.com Company Items with the relationship maintained through Monday.com's existing Contact-to-Company linking structure.
Livespace CRM
Company
monday CRM
Company (Company Profile)
1:1Livespace Company records map to Monday.com Company profiles. The company name, domain, address, and industry fields migrate to their Monday.com equivalents. Custom fields on Companies follow the same column-type mapping logic as Persons. The person-to-company association from Livespace is reconstructed in Monday.com by linking each Person Item to the corresponding Company Profile after both are imported.
Livespace CRM
Deal
monday CRM
Item (on a Deal Board)
1:1Livespace Deals map to Items on Monday.com deal boards. The deal name, value, owner, stage, and creation date map to Monday.com Item name, Number column (for deal value), Person/Team assignee, Status column (mapped from Livespace stage), and Created Date column. Closed-won and closed-lost outcomes map to specific Status column values. Deal-to-Person and Deal-to-Company associations migrate as Monday.com's Item-person and Item-company column links.
Livespace CRM
Space
monday CRM
Board
lossyLivespace Spaces define separate sales process environments and can contain multiple deal pipelines. Each Livespace Space maps to a Monday.com Board, preserving the Space name as the Board name. If a Livespace Space contains multiple pipeline views, these are recreated as separate Groups within the Monday.com Board or as separate Boards depending on structural complexity. Teams that use Livespace's multi-Space setup to separate business units or product lines should plan for equivalent Board separation in Monday.com.
Livespace CRM
Deal Stage
monday CRM
Status Column
lossyLivespace deal stages within each Space map to Monday.com Status column values. We extract the stage labels and order from the Livespace pipeline configuration and recreate them as ordered Status column options in Monday.com. Stage probabilities from Livespace can be stored in a Number column on the Board for reference. The Status column becomes the primary visual pipeline indicator in Monday.com's board view.
Livespace CRM
Task
monday CRM
Item or Subtask
1:1Livespace Tasks linked to Deals or Persons map to Monday.com Items or Subitems. Open versus completed task status is preserved as Status column values or Checkbox columns. Due dates map to Date columns, task body text maps to Item name or a Text column, and owner assignments map to Person or Team assignee columns. If Livespace tasks are standalone work items not tied to Deals, they can be represented as Items on a separate Tasks Board in Monday.com.
Livespace CRM
Contact Group
monday CRM
Tags or Segment
lossyLivespace Contact Groups (static segment lists) export as group memberships per Person. These map to Monday.com Tags on the Contact Item or to a dedicated Segment column if the customer prefers segmentation within the People Board. Dynamic segments that recompute based on criteria do not have a direct Monday.com equivalent; we document the segment criteria so the customer can recreate equivalent filtered views using Monday.com's Grouping and Filtering features.
Livespace CRM
Source
monday CRM
Dropdown or Tags Column
lossyLivespace Source tracking (where leads originated: web form, referral, event, etc.) maps to a Dropdown or Tags column on the Contact Item in Monday.com. The source values are extracted from Livespace's source list API and populated as Dropdown options or Tags. This preserves lead attribution data for reporting at the destination.
Livespace CRM
User
monday CRM
Team Member
1:1Livespace User records map to Monday.com Team Members by email address. User-to-deal ownership assignments are resolved as Person or Team assignee columns on Deal Items after the User-to-Team Member mapping is validated. Inactive Livespace users are not provisioned in Monday.com but their deal ownership is flagged for reassignment during migration. Team structures from Livespace (grouping Users) map to Monday.com Teams if the destination account uses the Teams feature.
| Livespace CRM | monday CRM | Compatibility | |
|---|---|---|---|
| Person | Contact (People Board Item)1:1 | Fully supported | |
| Company | Company (Company Profile)1:1 | Fully supported | |
| Deal | Item (on a Deal Board)1:1 | Fully supported | |
| Space | Boardlossy | Fully supported | |
| Deal Stage | Status Columnlossy | Fully supported | |
| Task | Item or Subtask1:1 | Fully supported | |
| Contact Group | Tags or Segmentlossy | Fully supported | |
| Source | Dropdown or Tags Columnlossy | Fully supported | |
| User | Team Member1:1 | 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
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Scoping and plan tier confirmation
We audit the source Livespace account across plan tier (Base/Automation/Growth/Professional+), active Spaces, pipeline configurations, Persons, Companies, Deals, Tasks, Contact Groups, and custom field schemas. We confirm API availability by checking the plan tier — Automation or above is required for API-driven extraction. We extract the custom field schema via the dedicated endpoint before designing any mapping. The scoping output is a written migration scope document with Spaces-to-Board mapping recommendations and a custom field-to-column-type mapping table.
Destination schema design
We design the Monday.com destination schema based on the scoping output. This includes provisioning the People Board with Contact Items, creating Company profiles, creating Deal boards mapped from Livespace Spaces, defining Status column values from Livespace deal stages, and creating column types for every Livespace custom field. If the customer has multiple Livespace Spaces, we present the consolidation options (single Board with Groups, separate Boards, or Workspace separation) and implement the chosen structure. Custom field types are mapped: Livespace text to Monday.com Text column, dates to Date columns, dropdowns to Dropdown or Tags columns, and checkboxes to Checkbox columns.
Data extraction and transformation
We extract Persons, Companies, Deals, Tasks, Contact Groups, and Source values via the Livespace REST API using SHA1-signed rotating session tokens. The Authentication Token and Session ID expire per request — we fetch a fresh pair before each batch to maintain continuity through large migrations. Data is transformed in a staging layer: custom field values are remapped to Monday.com column types, date formats are normalized, and ownership assignments are resolved to Monday.com Team Member email addresses. Contact Group memberships are converted to Tags or Segment column values on Contact Items.
Board and contact population
We populate Monday.com in dependency order: Company profiles first (for linking), then Contact Items on the People Board with company associations, then Deal boards with Status columns, stage values, and deal value columns. Tasks are created as Items on a dedicated Tasks Board or as Subitems on Deal Items depending on the scoping decision. Contact Group memberships are written as Tags on the relevant Contact Items. Source attribution values are written as Dropdown or Tags column values. Owner assignments are resolved using the User-to-Team-Member email mapping.
Manual steps handoff and automation documentation
We deliver a written automation and sequence inventory document that lists every Livespace email sequence, workflow trigger, and automation action requiring manual rebuild in Monday.com. Attachment files are flagged for manual upload — the customer downloads files from Livespace via the application UI or manual export and uploads them to Monday.com Deal or Contact Items post-migration. We do not handle Monday.com automation rebuilding inside the migration scope; the documented inventory enables the customer's admin to recreate logic in Monday.com's Automation center or connected tools.
Validation and cutover
We run a final reconciliation comparing record counts between Livespace and Monday.com across all object types. We spot-check 25-50 records per object for field accuracy and relationship integrity (Person-to-Company links, Deal-to-Person associations, deal stage assignments). Any mapping corrections are made before cutover. We freeze Livespace writes during the cutover window, run a delta migration of any records modified during the migration run, then confirm Monday.com as the system of record. We provide a one-week post-migration support window for reconciliation issues raised by the customer's team.
Platform deep dives
Livespace CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 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 monday CRM.
Object compatibility
2 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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