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Export Zammad Objects: Users, Roles, Groups, and Organizations to Excel

This workflow automates the export of user, role, user group, and organization data from the Zammad ticketing system, generating a structured Excel file for easier analysis and management. It retrieves complete data by calling the API, supports conditional filtering, and ensures flexibility and accuracy in the export process. This procedure simplifies the cumbersome steps of manual exporting, enhances work efficiency, and ensures data integrity, making it suitable for teams and individuals who need to regularly compile and manage permission information.

Workflow Diagram
Export Zammad Objects: Users, Roles, Groups, and Organizations to Excel Workflow diagram

Workflow Name

Export Zammad Objects: Users, Roles, Groups, and Organizations to Excel

Key Features and Highlights

This workflow automates the export of four core data categories—Users, Roles, Groups, and Organizations—from the Zammad ticketing system, converting them into structured Excel files for convenient subsequent data analysis and management. It supports full data retrieval and allows conditional filtering as needed, ensuring flexibility and accuracy in the exported data.

Core Problems Addressed

User, role, organization, and group information in Zammad are dispersed and not easily exportable directly. Manual export is time-consuming, labor-intensive, and prone to errors. This workflow streamlines the data export process through automation, enhancing work efficiency, ensuring data integrity, and generating standardized Excel files for quick review and usage by administrators.

Use Cases

  • Customer service teams needing regular summaries of Zammad users and permission information for auditing and access management
  • IT operations or management personnel exporting organization and user group data for permission planning and optimization
  • Data analysts requiring export of Zammad data into Excel for in-depth analysis
  • Cross-department collaboration requiring sharing of user and role information from Zammad in Excel format

Main Process Steps

  1. Manual Trigger: Start the workflow via the “Test workflow” node
  2. Data Retrieval: Call Zammad API endpoints to fetch complete datasets of users, organizations, roles, and user groups
  3. Data Transformation: Filter and format the raw data fields to create unified data structure objects
  4. Conditional Filtering: Use conditional nodes to apply custom filters (e.g., select specific roles or organizations)
  5. Excel Export: Convert the processed data for users, roles, organizations, and groups into corresponding Excel files (.xlsx format)
  6. File Generation: Generate four Excel files named Zammad_Users.xlsx, Zammad_Roles.xlsx, Zammad_Groups.xlsx, and Zammad_Organizations.xlsx for easy download and storage

Involved Systems or Services

  • Zammad: Source of user, organization, role, and group data via its API interfaces
  • n8n Automation Platform: Facilitates automated data fetching, processing, and Excel file export within the workflow

Target Users and Value

  • Zammad system administrators: Quickly export and manage user and permission data within the system
  • IT operations personnel: Automate aggregation and auditing of permissions and organizational structures
  • Data analysts and business decision-makers: Utilize exported Excel data for further analysis and report generation
  • Any teams or individuals needing efficient management and sharing of Zammad system data

This workflow significantly simplifies the data export process from Zammad, improves data utilization efficiency, and supports enterprises in standardized management and effective application of customer service system data.