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Zapier: Export inspection data to Google Sheets spreadsheets

Learn how to create a Zap to automatically export inspection data into a Google Sheets spreadsheet.

As one of the most used spreadsheets applications, Google Sheets offers a wide range of functionalities to help people analyze and visualize data. Using integration tools such as Zapier, you can automatically export your SafetyCulture inspection data to populate a Google Sheets spreadsheet, so your team can access the latest information captured by your frontline users at any time and analyze the data with ease.

If your organization uses Power Automate as the integration tool, you can create a flow that delivers an equivalent solution!

Take note

  • This Zap utilizes Google Sheets as the solution to store inspection data. It can be interchanged with other connectors such as Microsoft Excel Online.

  • The data that gets exported is based on the inspections your account has access to. Learn how to give yourself inspection access by creating access rules or assigning the "Override permissions: View all data" permission.

  • You will need to create a Google Sheets spreadsheet beforehand with column headers for the action data you want to export. For each header, label each response you want to export. An example of Google Sheets Inspections data for Zapier integration.

  • This Zap does not support the following inspection questions:

If you run into any errors or have any questions regarding the integration, please contact our customer support team for assistance.

If you're a part of multiple organizations, please contact our customer support team for assistance in connecting Zapier to the correct SafetyCulture organization.

1. Inspection Completed in SafetyCulture

  1. Log in to Zapier.

  2. Click Create Zap on the upper-left of the page.

  3. Search and select SafetyCulture under "1. Trigger".

  4. Click the "Trigger Event" dropdown menu and select Inspection Completed.

  5. Click Continue.

  6. Select your SafetyCulture account from the dropdown menu. If this is your first Zap with SafetyCulture, click Sign in to SafetyCulture and then add your SafetyCulture account to Zapier by logging in.

  7. Click Continue.

  8. Click the dropdown menu to select the template. Please note that only the 20 most recently modified templates are shown. If the template you want to use is not on the list, select the Custom tab from the dropdown menu and enter the template's unique identifier in the text field. An example of inserting a custom template ID on Zapier.

  9. Click Test trigger and click Continue once an inspection has been found.

2. Create Spreadsheet Row in Google Sheets

  1. In "2. Action", search and select Google Sheets.

  2. Click the "Action Event" dropdown menu and select Create Spreadsheet Row.

  3. Click Continue.

  4. Select your Google Sheets account from the dropdown menu. If this is your first Zap with Google Sheets, click Plus iconConnect a new account from the dropdown menu, then sign in to Google and add it to Zapier.

  5. Click Continue.

  6. Configure the following fields:

    • Drive: Click the field and select the Google Drive where your spreadsheet is stored.

    • Spreadsheet: Click the field and select the spreadsheet file.

    • Worksheet: Click the field and specify the worksheet.

    • Column Name: The column headers you prepared in the Google Sheets spreadsheet will appear as fields to populate. Click each field and select the inspection data you want to export under "Inspection Completion in SafetyCulture". You can search for the question label within the dropdown menu and select the items that contain "Responses".

  7. Click Continue.

  8. Click Test & continue. This should create a spreadsheet row with the inspection data you specified.

  9. Publish your Zap to start exporting inspection data to the Google Sheets spreadsheet. We also recommend that you name your Zap on the upper-left corner of the page.

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