From Meta to Connect: A step-by-step migration guide

As the countdown begins to the shutdown of Workplace from Meta in September 2025, businesses everywhere are looking for a fresh, effective solution to connect and collaborate. Workplace has served as a trusted hub for sharing updates, connecting teams, and facilitating leadership discussions. Now, with its closure just around the corner, it’s time to embrace a platform that offers even more.

If the idea of switching platforms feels overwhelming, don’t worry—you’re not alone. Transitioning doesn’t have to be a complicated process. In fact, this is the perfect opportunity to upgrade how your employees collaborate, communicate, and get things done. Instead of simply replacing Workplace, why not choose a solution that brings employee experience to a whole new level?

That’s where Zoho Connect comes in.

Whether you're looking to keep everyone on the same page, celebrate team wins, or provide a space for company-wide meetings, Zoho Connect has everything you need to make your workplace more connected, productive, and engaged.

Why this transition matters

The closure of Workplace from Meta is more than just saying goodbye to a tool—it’s about preserving the way your organization connects. If you don’t have a clear migration plan, you could face several challenges:

  • Disconnection among employees: Without the right platform, employees might feel isolated and disengaged.

  • Data loss: Important files, conversations, and records might be left behind if they aren’t properly transferred.

  • Disruption in workflows: Without a smooth transition, your organization’s productivity could take a hit.

But here’s the bright side:switching platforms is a chance to improve how your organization communicates. With Zoho Connect, you get

  • A modern, intuitive employee experience with features designed for today’s fast-paced work environment.

  • Tools built for communication and collaboration across teams, departments, and geographies.

  • A seamless transition that keeps everything running smoothly and helps your organization adapt without a hitch.

 Why Zoho Connect is the right choice 

Zoho Connect offers a wide range of features that empower employees to communicate, share knowledge, and stay connected, no matter where they’re working from. From virtual town halls to group chats and project management tools, Zoho Connect is designed to keep everything streamlined and efficient.

  •   Centralized communication: With features like the Company Wall, Zoho Connect ensures that all of your internal communications are in one place. Whether it’s company updates, important announcements, or daily news, everyone stays on the same page.

  • Collaboration made easy: Zoho Connect allows employees to share files, create tasks, and work on projects collaboratively, no matter where they’re located. Collaboration becomes seamless with easy access to documents, discussions, and tools.

  • Employee engagement: Zoho Connect isn’t just about communication; it’s about engagement. With built-in tools like polls, sentiment analysis, and gamified task boards, it’s easier than ever to keep your employees motivated, informed, and connected to the company.

  • Customization for your needs: Zoho Connect is a platform that adapts to your organization. Whether you want a custom branding option or need specific integrations, Zoho Connect has you covered. It’s designed to be flexible and will grow with your company’s needs.

  • Data security and privacy: Zoho Connect offers top-notch security to ensure that all of your organization’s data is safe. With enterprise-grade security protocols and compliance with data protection regulations, your data is in trusted hands.

 Your migration roadmap 

Migrating to Zoho Connect doesn’t have to be a complicated or stressful process. By following this simple, step-by-step roadmap, you can ensure a smooth and successful transition.

Step 1: Prepare for the transition  

This phase is all about getting ready. While Workplace is still active, you can start planning for the switch. Here’s what you need to do:

  • Evaluate your needs: Take a closer look at how your employees use the Workplace. What’s working well? What could be improved? This will help you determine how to best set up Zoho Connect to match your employee’s needs.

  • Communicate with your employees: Let your employees know about the transition well in advance. Give them a heads-up about the switch, and keep them informed every step of the way.

  • Backup your data: Start by backing up any important data stored on Workplace—posts, documents, chats, files, and everything you want to bring over to Zoho Connect.

 Step 2: Make the move  

When Workplace shifts to read-only mode, it’s time to make the official move. You can still access your data, but you won’t be able to use the platform actively for collaboration anymore. During this phase:

  • Set up Zoho Connect: This is the time to start transferring everything to Zoho Connect. Set up the platform, customize it to fit your organization, and start adding employees and departments.

  • Transfer data:  Migrate your data from Workplace to Zoho Connect.This includes user profiles, groups, posts, files, knowledge libraries, and more. Zoho Connect’s migration tools make this process easy and simple.

  •  Test and train: Run tests to make sure everything is in place, and start training your employees on how to use Zoho Connect effectively. It’s crucial that everyone knows how to navigate the platform before the official switch happens.

 Step 3: Wrap it up  

As Workplace shuts down completely, you’ll need to make sure that everything is in Zoho Connect. Here’s how:

  •  Final data transfer:  Double-check that all of your data has been successfully transferred. Ensure that no important information is left behind.

  •  Full adoption:  By now, employees should be using Zoho Connect for all of their communication and collaboration. Encourage them to embrace the new platform and get comfortable with its features.

  • Monitor progress: Check in regularly to ensure the migration process is going smoothly. Gather feedback from employees and address any challenges they may face during the transition.  

What you can bring to Zoho Connect 

So, what can you actually move over when you switch? Quite a lot. Here’s a quick rundown:

  • User profiles: All of your user details, from names to roles, are ready to migrate.

  • Groups: Don’t worry about re-creating groups. Your existing groups and their members will come along.

  • Posts: Don’t stress about your past posts. They’ll transfer smoothly.

  • Knowledge library: The collective knowledge your organization has gathered remains untouched.

  • Badges: Employee recognition stays visible, ensuring appreciation continues.

  • Polls and events: These will be moved over easily, keeping everything organized.

Though things like chats and surveys can't be transferred, Zoho Connect has a lot of other powerful features to make the transition worthwhile.

Migration in four easy steps

To ensure that your migration goes smoothly, here’s a simplified four-step process:

  • Generate an access token: Start by getting an access token from Workplace to allow Zoho Connect to pull your data. You can do this by accessing the Workplace admin panel and generating the token.

  • Set up Zoho Connect: Log into Zoho Connect as an admin and start the setup process, including importing data from Workplace using the token.

  • Import your users and data: Zoho Connect handles the data import automatically, but the time it takes will depend on the amount of data being transferred.

  • Review and finalize: Once the transfer is complete, review all data and settings to ensure that everything looks good. Confirm that your teams are set up correctly and they're ready to begin using the platform.

Helpful tips for a smooth transition 

  • Check permissions: Make sure all data access permissions are correctly set up before you start.

  • Patience is key: If you have a lot of data, it may take a little while, but trust me, it’s worth the wait.

  • Communicate often: Keep your employees in the loop with regular updates, so everyone is prepared for the change.

And that’s it. With these simple steps, you’ll be up and running on Zoho Connect in no time.

Wrapping up 

Switching from Workplace by Meta to Zoho Connect doesn’t have to be stressful. With the right plan, preparation, and support from us, your migration can be smooth, efficient, and even exciting. You’ll be upgrading to a modern, feature-packed employee experience platform that will improve communication, enhance collaboration, and boost employee engagement.

Ready to make the switch?  Start your journey with Zoho Connect today  and experience a smarter, more connected way of working.

 

Have questions or need help? Reach out to us at support@zohoconnect.com. We’re here to guide you every step of the way.

Comments

Leave a Reply

Your email address will not be published.

The comment language code.
By submitting this form, you agree to the processing of personal data according to our Privacy Policy.

Related Posts