Migrate from Allegory to monday CRM

Allegory contacts migrate as items on Monday CRM's People board. Each contact becomes a single item; Allegory contact properties map to Monday columns. Multi-company associations that Allegory stores as N:N relationships collapse to a primary company link with secondary companies surfaced in a Text or Link column.

Allegory companies migrate as items on Monday CRM's Organizations board. Company name, domain, industry, employee count, and annual revenue map to matching columns. Parent-child company hierarchies in Allegory translate to a Link to Item column pointing to the parent organization item in Monday.

Allegory deals migrate as items on Monday CRM's Deal board. Deal name, amount, stage, close date, owner, and description map to columns. Deal stage values from Allegory become Status column options — each Allegory pipeline maps to a Group in Monday or a dedicated board depending on your pipeline count.

Allegory's pipeline model — multiple deal stages per pipeline — maps to Monday's Group structure within a board or to separate boards per pipeline. Stage names become Status column options with color coding. Stage probability and forecast category are noted but not natively available in Monday — these can be added as Number columns if reporting requires them.

Allegory activity records (calls, emails, meetings) become items on a dedicated Activity board, or subitems on the related contact or deal item. Each activity type maps to a Status or Dropdown column indicating the activity kind. Original timestamps, owners, and body text are preserved in Date, Link to Item, and Text columns respectively.

Allegory notes migrate as items on a Documents board or as subitems on the related contact/deal item. Rich-text note content is stored as a Text column (plain text) or a doc column. File attachments are downloaded and re-uploaded to Monday's file storage, linked to the related item.

Allegory custom objects map 1:1 to dedicated boards in Monday CRM. Each custom object attribute becomes a column on the new board. If the custom object has relationships to standard objects, those relationships map via Link to Item columns after the target boards are migrated.

Allegory custom fields on Contacts, Companies, or Deals map to Monday custom columns. Field type guides the column type: text fields → Text column, numbers → Number column, dates → Date column, pick-lists → Status or Dropdown column, multi-select → Tags column. Boolean flags map to Checkbox columns.

Allegory owner and user records are matched to Monday CRM users by email address. Unmatched owners are flagged before migration commits — your team either creates Monday accounts for them first or assigns their records to a designated fallback owner. Owner resolution is validated before data lands.

Allegory tags and labels migrate to Monday's Tags column where available, or to a Text column storing comma-separated tag values. If tags use a controlled vocabulary, we create a Monday Dropdown column with matching options. Tag-to-record associations are preserved as column values on each item.