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Last updated: January 12, 2026

Automatically export inspection reports to SharePoint

Learn how to automatically export completed inspection reports to SharePoint so your team can store, organize, and share reports from one place via the web app.

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How does exporting inspection reports to SharePoint work?

When you connect SafetyCulture to SharePoint, the integration automatically exports completed inspection reports from SafetyCulture to a SharePoint document library. This helps your team keep reports in a single, structured location and use SharePoint features like permissions, search, and sharing.

The integration exports inspection reports based on the inspections that the account installing the integration can access. If you are an administrator, you can give yourself inspection access for the templates you need or assign yourself "Override permissions: View all data" permission so you can export reports for all inspections in your organization.

By default, exported reports follow the folder structure in your SharePoint site "SafetyCulture / [site name] / [template title] / [yyyy-mm]", where:

  • SafetyCulture is the fixed root folder, so you can always see where the files came from.

  • [site name] is the SafetyCulture site the inspection belongs to.

  • [template title] is the title of the template used for the inspection.

  • [yyyy-mm] matches the month the inspection was completed, using a year-month format like2025-07.

SharePoint also has limits for file and folder path length:

  • Individual file and folder names usually need to stay under 255 characters.

  • The full path (including all folders and the file name) usually needs to stay under 400 characters.

To avoid export failures, keep inspection titles, template titles, and site names concise and avoid deep folder structures.

The integration only exports inspections that you complete after you set it up. It does not automatically upload inspections that you completed before you connected this integration.

Automatically export inspection reports to SharePoint

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Integrations.

  3. Search for "SharePoint" and select the integration.

  4. Click Install at the center of the page.

  5. In the pop-up window, click Install.

  6. Enter your SharePoint's "Subdomain" and "Site name". If you want to export inspection reports to your subdomain's root folders, you can leave the "Site name" field empty. Configure SharePoint integration to export inspection reports via the web app.

  7. Click Connect.

  8. Follow the prompts in SharePoint to accept the permissions request or request approval from your SharePoint admins.

  9. Click the dropdown menu under "Folder location". You may need to close the "SharePoint integration authorization" pop-up window first.

  10. Select where in SharePoint you want to export your inspection reports and click Save and apply.

  11. Click Done.

  12. Now that the integration is installed and set up, completed inspections will be automatically exported to your selected folder location in SharePoint. View an inspection report exported via the SharePoint integration.

Depending on your organization's SharePoint settings, a SharePoint admin may need to approve the integration as an app request after step 6.

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