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- Automatically export inspection reports to OneDrive
Automatically export inspection reports to OneDrive
Learn how to automatically export inspection reports to OneDrive.This article includes procedures for a tool that is outside of SafetyCulture. Third-party tools can change without notice, so steps or screenshots may differ. If anything looks inaccurate or out of date, use the page helpfulness feedback at the bottom of this article to let us know.
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 the "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 like
2025-07.
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.
You may need to turn on third-party cookies for your browser to support this integration.
Automatically export inspection reports to OneDrive
Click your organization name in the lower-left corner of the page and select Integrations.
Click Set up for "OneDrive".
In the pop-up window, click Install.
In the pop-up window, select your OneDrive account type, then click Sign in with Microsoft. Follow the prompts to authenticate the connection.
Click the dropdown menu under "Folder location".
Select where in OneDrive you want to export your inspection reports and click Save and apply. Folders owned and shared with you by other people aren't available to select from.
Click Done.
Once the integration is installed and set up, completed inspections will be automatically exported to your selected folder location in OneDrive.
Frequently asked questions
Due to limitations with OneDrive's integration capabilities, we can only display folders that you own. In other words, folders owned and shared with you by other people aren't available to select from.
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.
You can change where to export your inspection reports anytime by editing your integration connection.
Go to the integration.
In the pop-up window, click Edit.
Click the dropdown menu under "Folder location".
Select the new location where you want to export your inspection reports and click Save and apply.
Click Done.
Now that you've updated the integration, newly completed inspections will be automatically exported to the new folder location.
If an inspection doesn't have a title, it'll be exported and named using its audit_id. We recommend that you set up an inspection title format for each template, so that inspections can be named following a convention.
If an inspection doesn't have a site selected, it'll be exported to a folder called "No Site".
Yes. If an exported inspection report's file and folder path exceeds 400 characters, the inspection will not be automatically exported to OneDrive via the integration.
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.
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