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Zammad

Open-source helpdesk and ticketing system

✅ Ready📖 Documentation Available

Overview

Zammad is an open-source, web-based helpdesk and customer support ticketing system. It provides a unified interface for managing customer communications across multiple channels including email, chat, telephone, and social media, making it ideal for support teams of all sizes.

Zammad Data Structure

The connector understands Zammad’s hierarchical data model:
  • Users (customers and agents with role assignments)
  • Groups (support teams/departments)
    • Tickets (with articles and attachments)
  • Roles (permission sets assigned to users)
  • Knowledge Base
    • Categories (hierarchical structure)
    • Answers (articles with translations and attachments)

What Gets Synced

The connector indexes the following content for AI-powered search:
Content TypeDetails
TicketsTitle, state, priority, group, owner, customer, articles (messages/replies), attachments
Knowledge BaseCategories, answers/articles with translations, and associated attachments
UsersCustomer and agent profiles with emails and roles
GroupsSupport team/department information
RolesUser roles and permission assignments
PermissionsGroup-based access controls for tickets, role-based access controls for knowledge base

Configuration Guide

Getting Started

The Zammad connector provides access to your helpdesk data through API Token authentication. It syncs tickets, knowledge base content, users, and groups, enabling comprehensive support ticket search and access across your Zammad instance.

Authentication Method

The Zammad connector uses API Access Token authentication (HTTP Token Authentication). This is the recommended method by Zammad for external integrations.
API operations performed with the token inherit the same permissions as the user who generated it. For full access to all tickets and data, use an admin user’s token.

How to Configure and Enable the Zammad Connector

Step 1: Access User Profile in Zammad

  1. Log in to your Zammad instance with an account that has administrator privileges
  2. Click on your user avatar in the bottom left corner of the Zammad interface
  3. Select “Profile” from the dropdown menu
Zammad Profile Settings Access
The API token will have the same permissions as the user who creates it. For full access to all tickets and API endpoints, generate the token from an admin user account.

Step 2: Navigate to Token Access

  1. In the profile settings page, locate the “Token Access” tab
  2. Click on it to open the Personal Access Tokens section
  3. You’ll see a list of any existing tokens (if previously created)
Zammad Token Access Tab

Step 3: Create a New API Token

  1. Click the “Create” button to generate a new token
  2. Fill in the token configuration:
    FieldDescriptionRecommendation
    NameA descriptive identifier for the tokenUse something like “PipesHub-Integration”
    Expiry DateExpiration date for securityset based on your security policy
  3. Enable the following Permissions for the token:
    PermissionDescription
    ticket.agentAccess the tickets as agent based on group access
    ticket.customerAccess tickets as customer
    knowledge_base.editorAccess the knowledge base editor features
    knowledge_base.readerAccess the knowledge base reader features
  4. Click “Create” or “Save” to generate the token
Create New API Token
Create New API Token

Step 4: Copy the API Token

CRITICAL: The API token will be displayed immediately and only once. You must copy it now, as it cannot be retrieved later. If you lose the token, you’ll need to create a new one.
  1. After clicking Create, the token will be displayed in a dialog or on screen
  2. Immediately copy the token to a secure location
  3. Store it temporarily until you complete the PipesHub configuration
Copy API Token

Step 5: Configure Connector in PipesHub

  1. Open PipesHub and navigate to Connectors Settings
  2. Find the Zammad connector and click “Save Configuration”
  3. The configuration dialog will appear with authentication settings
PipesHub Zammad Configuration
  1. Enter your Zammad instance details:
    FieldDescriptionExample
    Zammad URLYour Zammad instance base URLhttps://support.yourcompany.com
    API TokenThe token you copied in Step 4your-api-token-here
  2. Click “Save Auth Settings” to save the configuration
Ensure the Zammad URL does not include a trailing slash. Use https://support.yourcompany.com not https://support.yourcompany.com/.

Step 6: Enable and Configure the Connector

  1. After saving the authentication settings, click “Enable Sync” to activate the connector
  2. Configure synchronization settings:
Enable Zammad Connector

Sync Filters

Sync filters determine which content is downloaded from Zammad. Data excluded by sync filters is never downloaded.
Zammad Sync Filters
Available Sync Filters:
  1. Enable Manual Indexing - Control indexing trigger method
    • Enabled: Records are indexed only when you manually trigger it
    • Disabled (default): Records are indexed automatically after sync
  2. Groups - Filter tickets by support group/department
    • Operator: In (include only) or Not In (exclude)
    • Selection: Choose from a searchable dropdown of your Zammad groups
    • Leave empty to sync all groups
  3. Modified Date - Filter by last modification date
    • Operators: Is After, Is Before, or Is Between
    • Use case: Sync only recently updated tickets
  4. Created Date - Filter by creation date
    • Operators: Is After, Is Before, or Is Between
    • Use case: Sync only tickets created within a specific timeframe

Indexing Filters

Indexing filters control what synced data gets processed for AI search.Available Indexing Filters:
  • Index Tickets (default: enabled) - Include ticket content in search
  • Index Attachments (default: enabled) - Include file attachments in search
  • Index Knowledge Base (default: enabled) - Include knowledge base articles in search

Sync Settings

Configure your synchronization preferences:
  1. Sync Strategy: Choose between “Scheduled” or “Manual”
  2. Sync Interval: Choose how often to sync (default: 60 minutes)
Configure Sync Settings
Scheduled sync runs automatically at the specified intervals. Manual sync requires you to trigger synchronization on-demand.

Save and Activate

  1. Click “Save” to save your configuration and enable the connector
  2. The connector will verify credentials and begin initial synchronization
  3. Wait for the status to show “Active” or “Syncing”
  4. Monitor the Indexing Progress to track sync completion

Supported Features

The Zammad connector provides:
  • Full content sync: Tickets, knowledge base, attachments, users, and groups
  • Incremental sync: Only fetches changes since last sync using updated_at timestamps
  • Batch processing: Fetches data in optimized batches for performance
  • Permission preservation: Respects group-based access controls
  • Attachment handling: Syncs file attachments from ticket articles
  • Knowledge Base sync: Syncs categories and answers with translations

Permission Model

Zammad uses different permission models for different content types:
  • Tickets: Group-based access controls. Users can only access tickets in their assigned groups.
  • Knowledge Base: Role-based access controls. Access to knowledge base content is determined by user roles.
The connector preserves these permissions:
  • Group assignments determine which agents can view synced tickets in PipesHub
  • Internal articles respect the internal/public visibility flag

Troubleshooting

Common Issues

Invalid API token error:
  • Verify the API token was copied correctly without extra spaces
  • Check that the token has not expired (if expiry date was set)
  • Ensure the token was not revoked in Zammad
  • Generate a new token if the current one is compromised or lost
Connection refused or timeout:
  • Verify the Zammad URL is correct and accessible
  • Check that your Zammad instance is running and reachable from PipesHub
  • Ensure there are no firewall rules blocking the connection
  • Verify SSL/TLS certificates are valid (for HTTPS connections)
Insufficient permissions error:
  • The API token inherits the creating user’s permissions
  • Use an admin user’s token for full API access
  • Check that the user account is active and not locked
  • Verify the user has access to the required groups
No data syncing:
  • Verify the connector status shows “Active”
  • Check that tickets exist in Zammad within your filter criteria
  • Ensure the API token user has access to the groups being synced
  • Review sync logs for specific error messages
Missing tickets:
  • Verify group filters aren’t excluding the desired content
  • Check that the API token user has access to those groups
  • Ensure ticket state filters aren’t excluding tickets
  • Verify date filters aren’t too restrictive
If you regenerate or revoke the API token in Zammad, you must update the configuration in PipesHub with the new token value.

Connector Workflow

The Zammad connector follows a structured synchronization process to ensure all data is accurately synced and permissions are properly maintained.

Sync Order

The connector syncs data in the following order:
  1. Users → Sync all Zammad users with their profiles and emails
  2. Groups → Sync support groups/departments (creates both RecordGroups and UserGroups for permissions)
  3. Roles → Sync user roles for knowledge base access controls
  4. Tickets → Sync tickets per group with articles and attachments
  5. Knowledge Base → Sync categories and answers with translations

Full Sync vs Incremental Sync

Full Sync occurs when:
  • First-time synchronization
  • Manual full sync is triggered
Incremental Sync occurs when:
  • Previous sync completed successfully
  • Only fetches content modified since last sync
  • Uses updated_at timestamps for change detection

What Gets Processed

Tickets: Number, title, state, priority, group assignment, owner, customer, all articles (messages, replies, notes), attachmentsKnowledge Base: Categories hierarchy, answers/articles with full content and translations, associated attachmentsAttachments: Files attached to ticket articles and knowledge base answers

FAQ

The initial sync duration depends on several factors:
  • Instance size: Number of tickets and knowledge base articles
  • Network latency: Connection speed to your Zammad instance
  • Content complexity: Tickets with many attachments take longer
Tips to speed up initial sync:
  • Use group filters to sync only the groups you need
  • Use date filters to exclude old tickets
The following permissions must be enabled when creating the API token:
  • ticket.agent - Access the tickets as agent based on group access
  • ticket.customer - Access tickets as customer
  • knowledge_base.editor - Access the knowledge base editor features
  • knowledge_base.reader - Access the knowledge base reader features
Yes. Use the Groups filter to specify which groups to include or exclude:
  • Include specific groups: Set Operator to In and select the groups
  • Exclude specific groups: Set Operator to Not In and select the groups to exclude

Ready to Get Started?

Connect your Zammad helpdesk to PipesHub in just a few minutes. Follow the step-by-step guide above to enable organization-wide support ticket search across all your Zammad content.