Migrate from Allegory to HubSpot

Allegory contacts transfer as HubSpot contacts. Standard properties including name, email, phone, job title, and address fields map directly. The Allegory associated company reference resolves to a HubSpot company lookup once the company mapping is complete. HubSpot lifecycle stage is set based on the Allegory lifecycle value, and the original contact created date is preserved as a custom property. Owner assignment is resolved by matching the Allegory owner email to a HubSpot user.

Allegory companies transfer as HubSpot companies. Company name, domain, industry, employee count, and annual revenue map directly. Parent‑child company hierarchies in Allegory map to HubSpot's parent company association, with the parent record resolved before child records to ensure valid references. Address components are concatenated into HubSpot's composite address field. Original company created and updated timestamps are preserved as custom properties, and any Allegory custom company fields become HubSpot custom properties on the company object.

Allegory deals transfer as HubSpot deals with deal name, amount, close date, and owner reference preserved. Each Allegory pipeline maps to a corresponding HubSpot pipeline, and deal stage values are translated using value‑by‑value mapping per pipeline. Any Allegory custom deal fields become HubSpot custom properties on the deal object. Owner assignment is resolved by matching the Allegory owner email to a HubSpot user.

Allegory pipeline structures transfer as HubSpot pipelines. Each Allegory pipeline becomes a HubSpot pipeline with its own stage definitions, preserving stage names, order, and probability values. If Allegory pipelines have custom fields, those are recreated as HubSpot custom properties on the pipeline object. FlitStack verifies that each HubSpot pipeline exists (or creates it) before mapping deals, ensuring that deal stage assignments land in the correct pipeline. The pipeline mapping is stored in the migration plan for reference.

Allegory calls, emails, meetings, and notes transfer as HubSpot engagements. Activity type, subject, description, and body migrate directly, and original timestamps are preserved as HubSpot custom datetime properties. Each engagement is linked to its associated contact or deal using HubSpot's association API. Any Allegory custom fields on activities become HubSpot custom properties on the engagement object. Owner assignment is resolved by matching the Allegory owner email to a HubSpot user.

Allegory contact‑to‑company associations transfer to HubSpot contact‑to‑company associations. HubSpot supports multiple company associations per contact, and the Allegory primary company designation is preserved as the primary flag in HubSpot. Associations are created after both contacts and companies have been loaded, ensuring that the company IDs are valid. If an Allegory contact is linked to multiple companies, all links are replicated in HubSpot, with the original primary company identified.

Allegory notes transfer as HubSpot notes with rich text body preserved. Notes are attached to the parent record they were associated with in Allegory (contact, company, deal, or ticket) using HubSpot's association API. Original created and updated timestamps migrate as custom datetime properties, maintaining audit continuity. Any Allegory custom fields on notes become HubSpot custom properties on the note object. Associations are created after parent records have been loaded to ensure valid IDs.

Allegory file attachments are extracted and re‑uploaded to HubSpot's file manager, preserving original filenames and file metadata. Each file is linked back to its originating Allegory record (contact, company, deal, or ticket) using HubSpot's file association API. Files that exceed HubSpot's size limit are flagged before the migration, and the team can decide to host them externally or adjust the limit. The original Allegory file URL is stored as a custom property on the record for audit reference.

Allegory custom properties migrate as HubSpot custom properties with type preservation. Dropdown fields become HubSpot dropdowns, date fields become HubSpot date properties, and numeric fields become HubSpot number properties. Property names follow HubSpot's camelCase convention. FlitStack generates a custom property creation checklist that specifies each property name, type, and picklist options; the properties are created in HubSpot's CRM settings before the migration run. Any Allegory custom fields that do not have a direct HubSpot equivalent are flagged for manual review.

Allegory custom objects transfer as HubSpot custom objects. Relationship discovery inspects Allegory's foreign‑key fields and record links to map custom object associations correctly, since the source schema is not fully documented. Complex N:N associations may require HubSpot custom junction objects, which FlitStack creates in HubSpot's CRM settings before migration. The migration plan documents each custom object, its properties, and the resulting relationships for team review.

Allegory owner IDs resolve to HubSpot owners by email address match across all record types (contacts, companies, deals, tickets, and engagements). Unresolved owners are flagged before migration so the team can either invite them to HubSpot or assign their records to a fallback owner designated in the migration plan. FlitStack provides a resolution report listing each Allegory owner, the matched HubSpot user (or unresolved status), and the chosen fallback assignment. This ensures owner attribution is consistent throughout the migrated dataset.

Allegory product catalog records transfer as HubSpot products. Product name, SKU, description, and pricing information map to HubSpot product properties. Product associations with deals map to HubSpot line items, preserving the relationship between the product and the deal amount. Any Allegory custom fields on products become HubSpot custom properties on the product object. The full product library is recreated in HubSpot before the migration of deals, ensuring that line items reference valid product IDs.

Allegory ticket records transfer as HubSpot tickets. Ticket subject, description, status, priority, and owner fields map to HubSpot ticket equivalents, with status values translated via value‑by‑value mapping. Owner assignment is resolved by matching the Allegory owner email to a HubSpot user. Original timestamps are preserved as custom properties. Any Allegory custom fields on tickets become HubSpot custom properties on the ticket object and are created before migration.