Importing your organisation from Meta from Workplace to Zoho Connect

Importing your organisation from Meta from Workplace to Zoho Connect

Feature availability


Overview
The sunsetting of Meta from Workplace has caught everyone's attention, but you don't have to worry, because Zoho Connect is here to take over and keep your business continuity going on. Migrating from Meta's Workplace to Connect is incredibly user-friendly. This guide will assist you through the migration process, providing clear step-by-step instructions to import your users and company data from Meta's Workplace to Zoho Connect.

What data can you migrate from Meta's Workplace to Zoho Connect?

You can migrate users and their details, groups and group members, posts, the Knowledge Library, badges, bolls, and events. Once you start the import, these details will be registered automatically. As of now, this migration excludes chats, surveys, and integrations.If you need a detailed breakdown of what data you can migrate from Meta's Workplace to Zoho Connect, contact our team at support@zohoconnect.com.

How to migrate from Meta's Workplace to Zoho Connect

You must be the workplace system admin to perform the migration process.
The first step of the migration is to register an app in Meta's Workplace.

Why do you need to register an app in Workplace?
You'll get an access token after registering an app in Workplace. To begin the migration process, this token is mandatory.


How to get the access token

  1. Log in to your Meta's Workplace, then click the wrench icon on the left menu bar.


  2. Select Integrations from the Admin Panel menu.



  3. Click the Create custom integration button under the Custom integrations section.



  4. From the pop-up, enter the integration name (e.g. Zoho Connect Migration) and description (optional). Next, click Create.



Once the integration is created, you will see the page given below.


 

  1. Go to the Permissions section and give all Read permissions to the integration. (Refer to the image given below)



  2. Click Save.

  3. After saving permissions, go to the Details tab and click Create access token.



  4. From the pop-up, Copy the access token.

 

What to do after getting the access token

  1. Sign in to Zoho Connect.
  2. Click the gear icon in the top-right corner, then select Settings.



  3. Select the Import option from the Data Administration category.



  4. You can see the Workplace from Meta option on the import tab. Click the Get started button.



  1. Read the instructions given in step 1 and click Continue.


  2. In step 2, paste the copied access key from Meta's Workplace and click Continue.


  3. Click Import users in the bottom-right corner.


Here, your user data from Meta's Workplace will be split into four categories: Registered users, Joined users, Another Org users, and Failed users.


  1. Check the user categories and click Continue.
 What do these user categories mean?

1. Registered users: Users who are already part of your Connect network. (This includes both active and inactive users)
2. Invited users: Users who are new to Zoho Connect. (An invite email will be sent to these users.
3. Another Org users: Users who are part of other existing Connect networks. (An invite mail will be sent to them to exit their network and join yours)
4. Failed users: Unable to join due to unexpected error
  1. Click Import data.



  1. The data import from Meta's Workplace will begin. However, the data import will take time depending on the volume of data you're importing.


If you have any questions or doubts, contact out team at support@zohoconnect.com. We're happy to help you!
 

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