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

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.

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.

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.