Migrate from Allegory to HighLevel

Allegory contact records map directly to HighLevel contacts. Core fields (name, email, phone, address) transfer as-is. Tag arrays on the Allegory contact become HighLevel tags — but the behavioral rules attached to those tags in Allegory do not migrate and must be authored as HighLevel workflow triggers.

Every Allegory tag attached to a contact becomes a HighLevel tag on the migrated contact record. FlitStack applies a pre-migration tag-classification matrix: lifecycle tags map to custom pick-list fields, segmentation tags map to HighLevel tags, and automation-trigger tags are flagged for workflow rebuild in HighLevel.

Allegory company records map 1:1 to HighLevel Companies. Company name, domain, address, and industry fields transfer as standard HighLevel Company fields. If the Allegory company record stores a parent-company reference, it maps to the HighLevel Company ParentId field if supported, or to a custom lookup field if the native relationship is not available.

Allegory deal records map to HighLevel Opportunities. The deal name becomes the Opportunity name, amount transfers as-is, and the Allegory stage label maps to a HighLevel Pipeline Stage. If Allegory stores deal probability alongside the stage, that value is preserved as a custom field and re-applied in HighLevel's stage probability settings.

Each Allegory deal pipeline becomes a named HighLevel Pipeline. The pipeline's stage labels are re-created as ordered Stages within that Pipeline. Stage order, probability, and step duration are migrated from Allegory and re-applied manually in HighLevel's Pipeline Builder because HighLevel's stage settings are configured in the UI, not via API.

Allegory stage names are mapped one-by-one to HighLevel stage names within the corresponding Pipeline. Probability values attached to stages in Allegory are preserved as a reference custom field so they can be re-entered in HighLevel's stage configuration. Stage-entered timestamps from Allegory become a custom datetime field for reporting continuity.

Allegory tasks and logged activities (calls, emails, meetings) map to HighLevel Tasks. The task subject, body, due date, completion status, and owner reference transfer as-is. Original timestamps are preserved as a custom datetime field since HighLevel's CreatedDate reflects the migration import date rather than the original activity date.

Allegory notes attached to contacts, companies, or deals migrate to HighLevel Notes associated with the corresponding record. Rich-text formatting in Allegory notes is preserved where the format is compatible with HighLevel's note body field. Notes without rich-text formatting convert as plain text.

Allegory custom objects with a defined schema map 1:1 to HighLevel Custom Objects. The Custom Object definition (name, field types, relationships) must be pre-created in HighLevel before the migration runs. Relationships that are many-to-many in Allegory require a junction object in HighLevel's model — FlitStack surfaces this in the pre-migration schema plan.

Allegory contact custom fields that do not map to a native HighLevel contact field require a custom field to be created in HighLevel before migration. FlitStack creates a field-mapping entry for each custom field, naming the target field and field type. Custom field creation in HighLevel is performed by the admin or by FlitStack if delegated access is provided.

Allegory owner references on deals and contacts are resolved by email match against existing HighLevel users. Unmatched owners are flagged before migration — the team either invites them to HighLevel first or assigns their records to a designated fallback user. No record lands without a valid HighLevel owner reference.

Allegory file attachments on contacts, companies, or deals are downloaded and re-uploaded to HighLevel's file storage associated with the corresponding record. File size limits per attachment apply (HighLevel's default upload limit). Inline images in rich-text fields are extracted, rehosted, and the image reference is updated in the migrated note body.