Working GDPR compliant in Zendesk: Leafworks (former) GDPR app

Note:
The Leafworks GDPR app is no longer being actively developed! However, we are happy to continue advising you on data protection-compliant Zendesk setups and the handling of personal data in customer service.

Zendesk is used by many companies that are subject to the requirements of the General Data Protection Regulation (GDPR). Personal data is processed in daily operations – for example, in ticket content, comments, attachments or user-defined fields. This data is generated continuously and often remains in the system for years.

Handling this information is not only a legal issue, but also an organisational and technical challenge: on the one hand, data protection requirements must be met, and on the other hand, ticket data is an important basis for quality assurance, control and reporting in customer service.

Data protection in the conflict between operation and evaluation

A key conflict in customer service is: How can personal data be protected without losing the system’s evaluability? Tickets often contain information that can be problematic from a GDPR perspective – such as names, email addresses, telephone numbers or free text entries. At the same time, these tickets are relevant for:
  • Service KPIs and performance analyses
  • Trend and quality evaluations
  • Internal reviews and optimisations
In many cases, therefore, blanket deletion of all data is not a practical solution.

What options Zendesk offers natively today

Zendesk now provides its own functions for handling personal data. These include, among others:
  • Deletion functions for tickets and users, including time-controlled deletion based on defined retention periods
  • Redaction functions that allow content in tickets to be redacted manually or semi-automatically
  • Advanced options as part of additional data protection add-ons
These functions cover many basic requirements and are sufficient for numerous use cases – especially if clear processes are defined and implemented properly.

Where the challenges lie in practice

In practice, however, data protection in Zendesk rarely affects just one single function. Typical questions include:
  • Which data must be removed, anonymised or retained, and when?
  • Which ticket components are still relevant for reporting, even if personal content has been removed?
  • How can data protection requirements be systematically integrated into existing workflows?
  • How can we ensure that measures are implemented consistently and transparently?
This shows that data protection is not so much a “one-click solution” as part of a larger interplay of processes, system configuration and governance.

What the Leafworks GDPR app was intended for

The Leafworks GDPR app was developed against this backdrop. Its aim was to anonymise personal ticket data without deleting tickets completely, thereby enabling meaningful reporting to continue.

Its functions at the time included:

  • Anonymisation of personal content in tickets
  • Selection of affected tickets based on defined criteria
  • Obtaining relevant key figures for analysis
  • Targeted control via fields and rules

The app is no longer available and is no longer being developed. Data protection in Zendesk is still relevant, but can no longer be effectively addressed by a single app.

Approaching data protection in Zendesk sensibly today

Instead of individual tools, the focus today is on a holistic approach. The decisive factor is not only whether data can be deleted or redacted, but also how data protection processes are neatly integrated into customer service. This includes, among other things:
  • clear rules for data storage and deletion
  • transparent processes for information and deletion requests
  • clear distinction between personal data and evaluable service information
  • regular review of the Zendesk configuration

Questions about GDPR and data protection in Zendesk?

If you need assistance evaluating your Zendesk setup or have questions about handling ticket data in compliance with data protection regulations, we are happy to help.

Would you like expert support with data protection issues?

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