Migrate from Livespace CRM to Nutshell

Livespace Persons map directly to Nutshell Contacts. Standard fields (name, email, phone, address) migrate 1:1. Custom additional fields on Persons are read via the Get custom fields endpoint at migration start, then mapped to equivalent Nutshell custom contact fields. Lifecycle stage values from Livespace migrate as a custom field on the Contact record since Nutshell does not have a native lifecycle model.

Livespace Company records map to Nutshell Account. The Company-API association to Persons is preserved as a Contact-to-Account link in Nutshell. Company domain and industry values migrate to Account Website and Industry fields. We create Account records before Contact import to satisfy the AccountId lookup.

Livespace Deals map to Nutshell Opportunities. Deal value, owner, close date, and stage migrate 1:1. Livespace Deal custom fields map to Nutshell Opportunity custom fields. Deal-stage history (the sequence of stage transitions with timestamps) is preserved as a JSON blob in a custom Opportunity field since Nutshell's standard Activity timeline does not capture pipeline transition history natively.

Livespace Spaces define separate working environments or pipelines. Where a single Nutshell account has one pipeline, we flatten multiple Spaces into the destination pipeline. Stage names from each Space are consolidated into the single Nutshell pipeline stage set. Teams requiring Space isolation after migration can use Nutshell's Tags or a custom field to indicate original Space provenance.

Livespace Tasks linked to Persons or Deals migrate to Nutshell Tasks. Task status, due date, owner, body text, and completed timestamp migrate. Task assignment resolves by matching Livespace owner email to a Nutshell User. Completed versus open task states are preserved. Tasks without an assignable owner are assigned to the migrating user's Nutshell account pending admin reassignment.

Livespace Contact Groups are static segment lists exported via the Get contact group list endpoint. Group memberships migrate as Nutshell List membership records. We note that dynamic segments or behavioral cohorts in Livespace cannot be replicated because Nutshell Lists are static; the customer decides whether to treat dynamic segments as one-time static Lists or rebuild them as Nutshell automation rules.

Livespace Source values (where leads originated — web form, referral, event) export via the source list API. We map source values to a custom Contact field (e.g., Original_Source__c) since Nutshell does not have a native Source field. The customer configures the custom field type (picklist or text) during scoping.

Livespace Users (licensed seats) map to Nutshell Users resolved by email match. User role and team assignment from Livespace are preserved in a custom User field if Nutshell's standard role model does not accommodate the same structure. Password hashes and 2FA settings do not migrate — the customer's admin provisions new Nutshell credentials post-migration.