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

For Zammad, this automated workflow exports users, roles, groups, and organizations into separate Excel files, streamlining data management and reporting. It enhances efficiency by consolidating critical information into easily accessible formats, allowing for better organization and analysis of user-related data.

7/8/2025
18 nodes
Complex
manualcomplexzammadconverttofileadvancedapiintegrationfilesstoragelogicconditional
Categories:
Complex WorkflowManual Triggered
Integrations:
ZammadConvertToFile

Target Audience

Who should use this workflow


- Zammad Administrators: Those responsible for managing user roles, groups, and organizations in Zammad will benefit from this automated workflow.
- Data Analysts: Individuals who need to analyze user data from Zammad and present it in Excel formats.
- IT Professionals: Tech-savvy users who want to streamline data exports for reporting or auditing purposes.
- Business Managers: Managers who need insights into user roles, groups, and organizational structures for decision-making.

Problem Solved

What problem does this workflow solve


- Manual Data Export: Eliminates the tedious process of manually exporting user, role, group, and organization data from Zammad.
- Data Consistency: Ensures that the exported data is accurate and up-to-date by automating the retrieval process.
- Improved Reporting: Facilitates easy access to critical data in Excel format, making it simpler to generate reports and perform analyses.

Workflow Steps

Detailed explanation of the workflow process


1. Manual Trigger: The workflow starts when the user clicks ‘Test workflow’. This initiates the process of gathering data from Zammad.
2. Basic Variables Setup: Sets up essential variables such as the Zammad base URL and API key, which are necessary for making API calls.
3. Data Retrieval: The workflow retrieves all relevant data:
- Users: Fetches all user information from Zammad.
- Organizations: Retrieves all organizations associated with users.
- Roles: Acquires all roles available in Zammad.
- Groups: Gathers all groups defined in Zammad.
4. Data Transformation: Each data type (users, organizations, roles, groups) is transformed into a universal object format suitable for Excel export.
5. Conditional Filtering: Checks if certain conditions are met for roles, groups, and organizations before proceeding to export. This ensures only relevant data is included.
6. Excel Conversion: Converts the collected and filtered data into separate Excel files for users, roles, groups, and organizations.
7. Completion: The workflow completes, providing the user with downloadable Excel files containing structured data from Zammad.

Customization Guide

How users can customize and adapt this workflow


- API Configuration: Update the zammad_base_url and zammad_api_key in the Basic Variables node to match your Zammad instance.
- Conditional Logic: Modify the conditions in the If nodes to filter data based on specific requirements relevant to your organization.
- File Naming: Change the file names in the Convert to Excel nodes to reflect your preferred naming conventions or include timestamps for versioning.
- Additional Data Fields: If needed, add more fields in the Zammad Universal Object nodes to capture additional user, role, group, or organization attributes that are important for your reports.