Answers to Your Most Common Questions About the V2 Upgrade
Your Data Is Being Safely Migrated — Here’s What to Expect
As part of the CE Zoom 2.0 upgrade, we’re carefully migrating over a decade of user data from our legacy platform. This process is being done in daily batches to ensure accuracy, stability, and long-term platform performance.
While some data may not appear in your account right away, rest assured — all of your information is safe and is being systematically migrated.
The full migration will continue over the coming months, with most users seeing their full history gradually repopulate. If you have a specific question or notice something missing (outside of CE records or registrations), our support team — help@cezoom.com — is here to help.
We’re committed to making sure your account is accurate and complete. Thank you for your continued partnership during this exciting next chapter with CE Zoom.
CE Zoom Version 2 is live! With this upgraded platform, we’ve enhanced system performance, improved course management, and increased account security. We understand this transition may raise questions for your team. This FAQ is designed to help companies quickly find answers to common concerns—such as email verification, course registration updates, and CE record visibility—so you can continue offering seamless continuing education with confidence.
Frequently Asked Questions
Courses
- Why are my course set ups and registrations not complete?
- Why do some of my courses state registration is not set up?
- Why are some of my past course not showing registration stats?
- Where are my past cousres (records & registrations)?
- How do I export my attendee lists?
- How do I know if I should be collecting sales tax?
Test & Surveys
Certificates
- Why are new CE Certificates I did not create on my account?
- What is the provider logo and statement manager
- When do I use the provider logo and statement manger vs. directly adding images
Courses
Why are my course setups and registrations not complete?
CE Zoom V2 is significantly more advanced than our legacy system. Due to major structural differences, many legacy registration setups were too incomplete to be migrated.
However, all past courses were migrated with enough data to still issue CE certificates in case an attendee has not yet claimed theirs.
If a certificate cannot be issued due to missing info, please contact help@cezoom.com, and we’ll assist in getting everything updated so your attendees receive proper credit.
Why do some of my courses say registration is not set up?
If a migrated course has not been fully updated in the new system, professionals attempting to register will see a friendly notice directing them to contact your company.
This safeguard ensures that no one registers for a course with an incomplete setup, protecting both you and your attendees. We encourage reviewing and finalizing all courses to ensure registration runs smoothly.
Why are some of my past courses missing registration stats?
Due to the large volume of data, we began by migrating only the past 3 months of registration stats. Additional records will continue to be migrated in small batches during non-peak times, until all historical data is available.
Where are my past courses (records & registrations)?
As part of the CE Zoom 2.0 upgrade, we’re carefully migrating over a decade of user data from our legacy platform. This process is being completed in secure, daily batches to ensure accuracy, stability, and long-term platform performance.
While some of your past records may not yet appear in your new account, rest assured — all of your information is safe and being systematically transferred. The full migration will continue over the coming months, and most users will see their complete history gradually repopulate.
In the meantime, you can still access all of your past courses, records, and registrations on our legacy site:
👉 www.ce.cezoom.com
Use your legacy login credentials to sign in.
The legacy site will remain available until all data is confirmed to be fully migrated and backed up.
If you notice anything missing outside of your CE records or registrations, or have any questions, please don’t hesitate to reach out to our support team at help@cezoom.com.
Thank you for your patience and continued support as we make this transition!
How do I export my attendee lists?
At this time, the ability to export attendee lists is still in development and is expected to be available soon.
We understand how important this feature is, and we’re actively working to bring it to you as quickly as possible. While this functionality wasn’t available at launch, our priority was ensuring a stable and secure transition to CE Zoom 2.0 — with all core systems in place first.
The good news is: with the foundation now live, we’re rapidly rolling out enhanced tools like attendee exports to give you even more flexibility and control moving forward.
Thank you for your patience and continued support — great things are coming soon!
How do I know if I should be collecting sales tax?
How do I know if I should be collecting sales tax?
Whether you need to collect sales tax depends on several factors, including your business location, where your customers are located, and the specific products or services you offer. Because sales tax laws vary by state and change frequently, CE Zoom cannot provide tax advice.
Since CE Zoom uses Stripe to process payments, you can utilize Stripe Tax to help you stay compliant. To do this, you’ll need to activate Stripe Tax directly in your Stripe account. Once activated, Stripe will automatically calculate and collect sales tax based on your setup and customer location.
As your business hits tax thresholds in different states, you’ll need to update Stripe with the appropriate states where you’re registered to collect tax. For more details, we recommend reviewing Stripe’s tax documentation and help articles.
Important Note: Selecting "Yes" to collecting tax in CE Zoom’s course setup wizard does not activate Stripe Tax. It only triggers Stripe to collect tax based on how you have Stripe Tax configured in your Stripe account.
Test & Surveys
Why are my tests and surveys inactive?
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Tests: Because tests are generally used only once, we inactivated all previously used tests to help you easily identify which ones are still valid and ready for use in the new Course/Event Wizard.
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Surveys: We’ve upgraded how surveys work. You now only need to create one survey, which can be reused across multiple courses, with results automatically separated by course.
We recommend creating new surveys going forward for clearer reporting. The Course Wizard will default to showing only active surveys to simplify selection.
Certificates
Why are there new CE certificates on my account that I didn’t create?
To improve the process for Joint Program Provider (AGD) certificates, CE Zoom now automatically populates the required joint provider info based on acceptance status. You no longer need to create separate CE certificates for these events.
In fact, use of CE Zoom’s old AGD certificates has been discontinued. We’ve gone ahead and created new CE certificates in your account so you can pick up right where you left off.
What is the provider logo and statement manager?
You work hard to obtain and maintain your provider approvals, and we know how important it is to follow the strict guidelines for logo placement and approval statements. CE Zoom’s Provider Statement & Logo Manager takes the hassle out of tracking renewal periods and ensures your certificates remain compliant—automatically.
With this feature, CE Zoom:
- Tracks renewal periods for your provider approvals
- Automatically updates the logo and approval statement on each issued CE certificate
- Eliminates the need to create new certificates each time your approval is renewed
This is especially valuable for self-study courses, where course listings often extend beyond a single approval period. Instead of relisting courses or manually updating certificates, CE Zoom ensures compliance by seamlessly managing provider logos and statements—as long as you keep your approved provider details up to date.
Let CE Zoom handle the details so you can focus on delivering quality education!
When do I use the provider logo and statement manager vs. directly adding images?
When do I use the Provider Logo & Statement Manager vs. directly adding images or text?
Use the Provider Logo and Statement Manager when your course or event has an approval that requires official logos, approval statements, or display dates that may change over time. This tool allows you to manage the required content centrally, so it’s automatically added to the CE certificate during the correct approval period — without needing to edit the certificate, course, or posting every time something changes.
This is especially useful for approvals with start/end dates or rotating regulatory content.
If your image or statement is not tied to an official approval and is simply informational — for example, it’s used for certain courses, providers, or event branding — then you should use the additional image fields and the "Additional Information" section to manually add the content to the certificate. Be sure to name the CE certificate accordingly so it’s clear what it includes.