Sharepoint
Automatically export completed SafetyCulture inspection reports to SharePoint folders.
Description
Connect SafetyCulture to SharePoint to automatically export completed inspection reports to a SharePoint document library. Use this integration to keep reports in one structured location and use SharePoint permissions, search, and sharing.
SafetyCulture exports reports to the site and document library you select, then organizes them in this folder structure: SafetyCulture / [site name] / [template title] / [yyyy-mm]. If an inspection has no site selected, SafetyCulture exports it to a folder called No Site.
SafetyCulture exports reports to the site and document library you select, then organizes them in this folder structure: SafetyCulture / [site name] / [template title] / [yyyy-mm]. If an inspection has no site selected, SafetyCulture exports it to a folder called No Site.
📘 This integration does not export inspections completed before setup.
How it works
1. Install the integration in the SafetyCulture web app.2. Connect your SharePoint subdomain and site, then approve the permissions request if your organization requires approval.
3. Choose the folder location in SharePoint where SafetyCulture will export inspection reports.
Requirements
FAQ
No, it's not possible to change the folder structure using this direct integration. However, our SafetyCulture Integration Builder can give you the flexibility to customize integrations in whatever way that works for you.
Yes, you can. When you're installing the SharePoint integration, make sure to leave the "Site name" field empty to be able to select from your root folders.
The integration may have been turned off due to an authentication error. Either because the external account used for the integration no longer has access to the system or its permissions to make changes have been removed.
When this happens, an email would be sent to users with the "Platform management: Organization" permission to inform them about the error. To fix the problem, we recommend that you uninstall the integration and follow the instructions to install it again.
If you get a connection error while installing the integration, it's likely because your browser is blocking third-party cookies on SafetyCulture websites. To fix this, we recommend that you turn on third-party cookies in your browser settings and try installing the integration again.
