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Update Roles by Excel

This workflow automates the processing of Excel files to achieve batch updates of user roles in the Zammad system. Users simply need to upload an Excel file containing email addresses and role IDs, and the system will automatically download, parse, and match the corresponding users to complete the role updates. This process eliminates cumbersome manual operations, significantly enhancing the efficiency and accuracy of permission management, making it suitable for scenarios where IT administrators and human resources departments need to quickly adjust user permissions.

Workflow Diagram
Update Roles by Excel Workflow diagram

Workflow Name

Update Roles by Excel

Key Features and Highlights

This workflow automates the bulk updating of user roles in the Zammad system via an Excel file. Users only need to prepare an Excel file containing user email addresses and corresponding role IDs. The workflow will automatically download and parse the file, match the users in Zammad, and update their roles accordingly. The entire process requires no manual intervention, significantly improving the efficiency and accuracy of bulk permission management.

Core Problem Addressed

Traditional user role management often requires manual updates one by one within the system, which is time-consuming and prone to errors. This workflow solves the challenge of bulk updating multiple user roles by centrally managing role data through an Excel spreadsheet and automatically synchronizing it with the Zammad user system, thereby eliminating the complexity and risks associated with manual operations.

Use Cases

  • Enterprise IT administrators bulk updating user permissions in customer service or internal support systems
  • Human resources departments quickly adjusting employee permissions based on Excel lists
  • Any scenario requiring bulk maintenance of Zammad user roles based on tabular data

Main Workflow Steps

  1. Manually trigger the workflow execution
  2. Set basic variables, including the Zammad system API endpoint and the Excel file download URL
  3. Download the Excel file via an HTTP request
  4. Extract user emails and role information from the Excel file
  5. Generate unified user-role object data
  6. Search for corresponding users in the Zammad system by email
  7. Merge Excel data with system data to match user information
  8. Call the Zammad API to bulk update user role information

Involved Systems or Services

  • Zammad (open-source customer support system) API
  • HTTP request node for downloading the Excel file
  • Excel file parsing node
  • n8n workflow automation platform itself

Target Users and Value

  • IT operations administrators
  • Customer support system administrators
  • Enterprise users needing bulk maintenance of Zammad user permissions
  • Teams aiming to reduce manual errors and improve work efficiency through automation

By automating the integration of Excel data with the Zammad system, this workflow enables efficient and accurate bulk updates of user roles, making it an ideal solution for enhancing permission management efficiency.