Using the Team Chat Migration app (Slack Migration tool)
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The Team Chat Migration app (Slack migration tool) is a self-service tool in the Zoom App Marketplace that provides end-to-end (E2E) migration of Slack chat history and data for users migrating from Slack to Zoom Team Chat. This tool can help users migrate Slack data and consolidate multiple Slack Workspaces into one Zoom account.
Zoom uses a dashboard that allows admins to create migration jobs to replicate Slack data in real time for public channels and private conversations (direct messages, group chat, and private channels). The Zoom app does not delete any of your data in Slack.
This article covers:
- How to understand the Team Chat Migration app requirements
- How to install the Team Chat Migration app
- How to manage the Team Chat Migration app
Prerequisites for using the Team Chat Migration app
- Pro, Business, Enterprise, or Education account
- Cloud storage and Set retention period for messages and files in Zoom's cloud enabled
- Admin access to the Slack Workspace from where the chat data needs to be migrated
Note: The Slack admin email must be the same as the Zoom admin email, and the admin must be signed in at the same time to connect their workspace to Zoom. - Admin permissions to the Slack account or organization to approve the use of apps within a Slack workspace
- Admin permissions to install the Team Chat migration app in your Zoom account
- All required users are created in the Zoom account
Note: Users will be matched using their email ID. Any active members in Slack that are not built in Zoom will be migrated as deactivated users in Zoom. Slack guest accounts will not migrate.
How to understand the Team Chat Migration app requirements
Understand admin deployment of Zoom Team Chat
The admin installing the Zoom Marketplace app must access role management on the web portal. They must ensure that they are assigned the correct chat management permissions—the Edit checkbox is selected for Chat Channels and Chat Messages roles. Otherwise, they will not be able to authorize the Team Chat Migration app because they do not have the required permissions.
Understand the Team Chat Migration app requirements and guidelines
Admin permissions
Admins must grant permission to the Slack workspace account or organization to install and authorize the private application, Message Retriever. They must approve the use of apps in a Slack workspace and grant permissions for all members to use the app.
Admins must grant permission to install the Team Chat Migration app in your Zoom account along with 2 Team Chat Management permissions in the admin role.
User authorization
To migrate private conversations, Slack requires authorization from users for an app to read their messages. Only 1 person in a group chat or private channel needs to authorize the app for the conversation to migrate.
Admins can generate an email authorization (generated from noreply@zoom.us) from the dashboard to users. Users must be authenticated to Zoom when they approve the app. This only needs to be completed one time per workspace if you are running more than 1 migration job for larger amounts of data.
Supported message types for migration
The supported message types for migration are:
- Text
- Threaded replies
- Files
- Links
- Bot messages as plain text
- Reactions
- Images
- Audio messages
- Video messages
- Channel manager/owner
- Original sender time & date stamp
- Deactivated user labels
How to install the Team Chat Migration app
- Sign in to the Zoom App Marketplace with your Zoom account.
Note: The Zoom account must use the same email as the Slack admin account for the workspace to connect. - In the top right of your screen, enter Team Chat Migration in the search box to find the app.
- In your search results, find the Team Chat Migration app and click it.
- On the app's page, click Add.
- Confirm the permissions the app requires, then click Allow.
How to manage the Team Chat Migration app
Create connections to Slack workspaces
- Install the Team Chat Migration app.
- After the app is added, in the left navigation menu, click Manage.
- Click the Configure button to open the Team Chat Migration page.
- Open Connection Management and create a new connection to the Slack workspace that needs to be migrated.
Notes:- You must sign in to Slack and authorize the Message Retriever app to fetch data from the Slack workspace. This will be installed as a private app in Slack (not available in the public Slack marketplace).
- Ensure that this app is also approved for all active members of the workspace.
- Click the Add to Slack button and allow the required scopes. When authorizing Slack, in the top-right corner, ensure that the required workspace is selected. Then, ensure that a "Success” message is received on the webpage for connecting your workspace.
Migrate public channels
Notes:
- All public channels will be migrated.
- You are only permitted to migrate a date range once. If you are migrating 1 year of data, Zoom recommends migrating the oldest 3 months of data first, then validating the data, configuring your Zoom channels with permissions as needed, and migrating the remaining months.
- Create the required connection to the Slack workspace that needs to be migrated.
- Open the Team Chat Migration page, then open Migration Job Management.
- Click + Create New Migration.
- Select the workspace from the dropdown, Connect a Slack Workspace.
- Select the Conversation Type as Public Channels.
- In the Select Conversation Duration section, enter the start time and end time of the duration by clicking the calendar boxes
.
- Click Submit.
- In the Confirm Information section, review the provided information.
Notes:- All channels will include the workspace name when migrated. The format is #channel-name: workspace name.
- Imported users without a Zoom account will appear as deactivated.
- Click Submit.
The migration job will appear on the Migration Job Management page with the status as Waiting. - Whenever the job is ready to be executed, under the Action column, click View Details to review the details.
- Click Run.
When the migration is in progress or is completed, under the Action column, you can click View Details to view the migration's job details.
Migrate private channels, direct messages, and group chats
Note: All private channels, direct messages, and group chats will be migrated.
- Create a connection to the Slack workspace that needs to be migrated if the connection is not already created.
- Open Migration Job Management, then click + Create New Migration.
- Select the workspace from the dropdown, Connect a Slack Workspace.
- Select the Conversation Type as Private Channels, Direct Messages, and Group Chats
- In the Select Conversation Duration section, enter the start time and end time of the duration by clicking the calendar boxes
.
- Click Submit.
- In the Confirm Information section, review the provided information.
Notes:- If the channel name already exists in Team Chat, it will include the workspace name when migrated.
- Imported users without a Zoom account will appear as deactivated.
- Under Expected Deadline, enter an expected deadline. This is the time at which you plan to run the migration job.
An email notification will be sent to all members of the workspace from no-reply@zoom.us, requesting them to authorize the app to migrate their chat history. Each user must be signed in to Zoom, then click the button in the email to authorize the app.
Note: Admins can return to this migration job and download a CSV file with all users who have not authorized the app for follow-up on approval and easily resend the authorization email. - Click Save.
The migration job will appear on the Migration Job Management page with the status as Waiting. - Whenever the job is ready to be executed, under the Action column, click View Details to review the details and click Run.
- (Optional) If you want to remind members about authorization, click Remind Again to resend the email notification.
When the migration is in progress or is completed, under the Action column, you can click View Details to view the migration's job details. This will display the total number of migrated private channels, direct messages, groups, and users.
Note: If a migration job receives an error, click View Details for additional details. The migration job can be re-run by clicking Run.
Most conversations will not automatically appear in the Zoom client because the information is in the Zoom Team Chat database—not active conversations. Users can search for group chats and private and public channels to view historical messages that migrated. When initiating direct messages in Zoom, your users will see historical Slack conversations.
Each channel and conversation will have a message card in the main communication window from the Team Chat Migration app with a time and date stamp for the completed migration and the date range for the conversation history that migrated.
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