- Integrations
- Direct integrations
- Automatically export inspection reports to Google Drive
Automatically export inspection reports to Google Drive
Learn how to automatically export completed inspection reports to Google Drive, so your team can store, organize, and share reports from one place via the web app.Third-party products can change over time, so some labels or screen layouts in this article may look different in your environment. If you notice anything out of date, use the feedback form at the bottom of this page to let us know.
How does exporting inspection reports to Google Drive work?
When you connect SafetyCulture to Google Drive, the integration automatically exports completed inspection reports from SafetyCulture into a folder in your Google Drive. This helps your team store reports in a central location and use Google Drive features such as search, sharing, and access control.
The integration exports inspection reports based on the inspections that the user installing the integration can access. If you are an administrator, you can give yourself inspection access to the templates you need or assign yourself "Override permissions: View all data" permission so you can export reports for more inspections in your organization.
When inspection reports are exported to Google Drive, these appear under a SafetyCulture folder:
SafetyCulture is the fixed root folder, so you can easily identify where the files come from.
[site name] is the SafetyCulture site the inspection belongs to.
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 Google Drive
Click your organization name on the lower-left corner of the page and select Integrations.
Search for "SharePoint" and select the integration.
Click Install at the center of the page.
In the pop-up window, click Install.
Choose how you want to connect to Google Drive:
OAuth 2.0: Connects with a Google user account. Choose this if you want to export reports using your own Google Drive or a shared drive you can already access. This is selected by default.
Service account: Connects with a dedicated Google Cloud service account. Choose this if your Google Workspace administrator has given you a service account email and key so exports run from a central integration account.
Complete the authorization details as needed.
Click Sign in with Google and follow the prompts to authenticate the connection.
In the Settings box, click
Edit.Click the dropdown menu under "Folder location".
Select where in Google Drive you want to export your inspection reports and click Save and apply.
Click Done.
Now that the integration is installed and set up, completed inspections will be automatically exported to your selected folder location in Google Drive.
If you want to export inspection reports to a shared drive, you'll need the "Contributor" access level to the drive at a minimum.
Frequently asked questions
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".
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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