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Moving to Zulip

starlight_help/src/content/docs/moving-to-zulip.mdx

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import {Steps, TabItem, Tabs} from "@astrojs/starlight/components";

import FlattenedSteps from "../../components/FlattenedSteps.astro"; import ZulipNote from "../../components/ZulipNote.astro"; import ZulipTip from "../../components/ZulipTip.astro"; import CommunicationPoliciesIntro from "../include/_CommunicationPoliciesIntro.mdx"; import CommunicationPoliciesList from "../include/_CommunicationPoliciesList.mdx"; import ConfigureYourOrganization from "../include/_ConfigureYourOrganization.mdx"; import HowToInviteUsersToJoinImport from "../include/_HowToInviteUsersToJoinImport.mdx"; import HowToInviteUsersToJoinNoImport from "../include/_HowToInviteUsersToJoinNoImport.mdx"; import MovingToZulipIntro from "../include/_MovingToZulipIntro.mdx"; import PrepareForTransition1 from "../include/_PrepareForTransition1.mdx" import PrepareForTransition2 from "../include/_PrepareForTransition2.mdx" import SignUpForAPlan from "../include/_SignUpForAPlan.mdx";

<ZulipNote> Check out the dedicated guides for moving to Zulip from [Slack](/help/moving-from-slack), [Microsoft Teams](/help/moving-from-teams), [Discord](/help/moving-from-discord), and [more](/help/migrating-from-other-chat-tools). </ZulipNote> <MovingToZulipIntro />

The following steps are described in more detail below:

<Steps> 1. [Create your organization](#create-your-organization). 1. [Sign up for a plan](#sign-up-for-a-plan). 1. [Configure your organization](#configure-your-organization). 1. [Review and update communication policies](#review-and-update-communication-policies). 1. [Prepare users for the transition](#prepare-users-for-the-transition). 1. [Invite users to join](#invite-users-to-join). </Steps>

Each organization is unique, but we hope these common practices will help you think through the transition process in your own context.

Create your organization

You can create a new Zulip Cloud organization in less than two minutes. Setting up a self-hosted server will take a bit longer, but is easy to do with Zulip's robust installer.

Zulip has import tools for Slack, Mattermost and Rocket.Chat. You can import your organization's chat data, including message history, users, channels, and custom emoji. To inquire about importing data from another product, contact Zulip support.

Data is imported into Zulip as a new organization, so the best time to import is when your team is about to start using Zulip for day-to-day work. This may be part of your evaluation process, or after you've made the decision to move to Zulip.

<Tabs> <TabItem label="New organizations"> <Steps> 1. If you plan to self-host, [set up your Zulip server](https://zulip.readthedocs.io/en/stable/production/install.html). You can self-host Zulip directly on Ubuntu or Debian Linux, in [Docker](https://github.com/zulip/docker-zulip), or with prebuilt images for [Digital Ocean](https://marketplace.digitalocean.com/apps/zulip) and [Render](https://render.com/docs/deploy-zulip). 1. Create a Zulip organization [on Zulip Cloud](https://zulip.com/new/) or [on your self-hosted server](https://zulip.readthedocs.io/en/stable/production/install.html#step-3-create-a-zulip-organization-and-log-in). </Steps> </TabItem> <TabItem label="Imported organizations"> <Steps> 1. If you plan to self-host, [set up your Zulip server](https://zulip.readthedocs.io/en/stable/production/install.html). You can self-host Zulip directly on Ubuntu or Debian Linux, in [Docker](https://github.com/zulip/docker-zulip), or with prebuilt images for [Digital Ocean](https://marketplace.digitalocean.com/apps/zulip) and [Render](https://render.com/docs/deploy-zulip). 1. To import data, follow the steps in the detailed import guides: * [Import from Slack](/help/import-from-slack) * [Import from Mattermost](/help/import-from-mattermost) * [Import from Rocket.Chat](/help/import-from-rocketchat) </Steps> </TabItem> </Tabs>

Sign up for a plan

<SignUpForAPlan />

Configure your organization

<FlattenedSteps> <ConfigureYourOrganization />
  1. Create channels, unless you've imported channels from another app. Zulip's topics give each conversation its own space, so one channel per team should be enough to get you started.
  2. Set up integrations so that your team can experience all their regular workflows inside the Zulip app. </FlattenedSteps>

Review and update communication policies

<CommunicationPoliciesIntro /> <CommunicationPoliciesList />

Prepare users for the transition

Prepare an introduction to Zulip for your organization. It's often effective to combine a written announcement with a live presentation. Recommended topics to cover include:

<FlattenedSteps> <PrepareForTransition1 />
  1. Pointers to additional resources, such as Zulip's getting started guide.
<PrepareForTransition2 /> </FlattenedSteps>

Invite users to join

<Tabs> <HowToInviteUsersToJoinNoImport /> <HowToInviteUsersToJoinImport /> </Tabs> <ZulipTip> Remember to update links and login instructions to point to Zulip. </ZulipTip>

Congratulations on making the move! If you have any questions or feedback throughout this process, please reach out to the Zulip team.