Migrate from Allegory to Zoho CRM

Allegory multi-select pick-lists have no native Zoho equivalent and require custom transformation logic

Allegory supports multi-select pick-list fields where a single record can hold multiple values in one field (e.g., a contact can belong to segments 'Enterprise', 'SMB', and 'Partner' simultaneously). Zoho CRM has no native multi-select field type. During migration, FlitStack AI flags every multi-select field identified in Allegory's schema and presents two options: (1) store values as a comma-separated text field in Zoho (searchable but not pick-list filterable), or (2) create a custom multi-user lookup field in Zoho. The choice affects downstream reporting and segmentation in Zoho — your team decides before migration runs, and FlitStack applies the transformation consistently across all affected records.

Allegory deal stage pick-list values must be pre-created in Zoho before records can import

Zoho's Deal Stage field only accepts values from its active pick-list. If Allegory uses custom stage names (e.g., 'Proposal Sent', 'Negotiation', 'Contract Review') that do not exist in Zoho's default stage list, the import will fail for those records. FlitStack AI generates a complete pick-list value-mapping table during the mapping phase. Your Zoho admin must pre-create the matching stage names in Zoho (Setup > Modules and Fields > Deals > Edit Picklist > Stage) before the migration batch runs. We deliver this as part of the migration plan so it can be done in parallel with other setup tasks.

Allegory file attachments exceeding 25MB cannot be uploaded to Zoho's native file storage

Zoho CRM's native file attachment module enforces a 25MB per-file hard limit. Allegory attachments stored at larger sizes — common for signed contracts, proposal PDFs, or image-heavy records — will fail Zoho's upload API with a payload-size error. FlitStack AI detects files over 25MB during the pre-migration inventory and flags them in the migration report. Options presented before the migration: (1) split the file into smaller chunks with sequential part naming, (2) upload to Zoho Docs or an external storage service and store the URL as a custom URL field on the record. The chosen approach is applied consistently across all oversized files.

Zoho's API credit system can throttle bulk imports on Enterprise and below without batch-pacing

Zoho CRM's API rate limits are governed by a credit system: Enterprise editions receive 15,000 + (licensed_users × 1,000) API credits per 24-hour rolling window, and each bulk write operation deducts 1–3 credits per record depending on operation type. On larger Allegory datasets (50,000+ records), raw bulk inserts can exhaust daily credits mid-run. FlitStack AI implements adaptive batch-pacing — it monitors X-API-CREDITS-REMAINING response headers, pauses between batches when credits drop below 20% of the daily limit, and resumes automatically when the window rolls over. This adds clock time but prevents partial migration runs.

Allegory workflows and automation rules do not migrate and have no equivalent in Zoho CRM

Allegory's automation rules — criteria-based field updates, assignment routing, lead scoring logic, and notification triggers — are stored as Allegory-internal configuration that has no export format compatible with Zoho. They cannot be imported, converted, or transferred. Attempting to replicate them in Zoho requires rebuilding using Zoho Workflow Rules (for basic criteria-based automation), Blueprint (for multi-step sales processes with defined stages), or Deluge scripts (for advanced conditional logic). FlitStack AI exports Allegory workflow definitions as a human-readable specification document during the discovery phase, so your Zoho admin or implementation partner has a rebuild reference. This document is outside the data migration scope.