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- Bulk export data using the SafetyCulture Exporter
Bulk export data using the SafetyCulture Exporter
Learn how to configure and run the SafetyCulture Exporter to bulk export your organization's SafetyCulture data.
What is the SafetyCulture Exporter?
SafetyCulture Exporter is a data export tool that we offer to all customers on the Premium Plan and Enterprise Plan without additional charge. The SafetyCulture Exporter allows you to export your SafetyCulture data, such as inspections, templates, schedules, and actions, to multiple formats that can be used for business intelligence tools and data warehouses or for record-keeping.
The SafetyCulture Exporter is also available in a command-line interface (CLI) version, which offers advanced configuration options such as proxy network settings. Please note that basic knowledge of running command lines is recommended for the CLI version.
What you'll need
Latest version of the SafetyCulture Exporter
1. Download the SafetyCulture Exporter
Click your organization name on the lower-left corner of the page and select Integrations.
Scroll to "SafetyCulture Exporter" and click Download.
In the pop-up window, download the one for your operating system.
Move the SafetyCulture Exporter to where you want to store it on your computer.
Proceed to configure the SafetyCulture Exporter.
2. Configure the SafetyCulture Exporter
Open the SafetyCulture Exporter.
Enter your API token in the field and click Verify.
Configure the following fields:
Select templates: Filter the data you want to export by templates. By default, all templates are selected.
Select data sets: Select the data sets you want to export. By default, all data sets are selected.
Date range from (UTC): Filter the data you want to export by the date they're modified from in Coordinated Universal Time (UTC). By default, the date is set to one year before your current date.
Include completed or incomplete inspections: Filter the inspection data you want to export by whether they're completed or not. By default, only completed inspections are exported.
Include active or archived inspections: Filter the inspection data you want to export by whether they're active or archived. By default, only active inspections are exported.
Export data as: Select the format you want to export your data as (CSV, databases, or inspection reports).
Report format: Select the format you want to export your inspection reports as (PDF, Word, or both).
Folder location: Select where you want to export your data. This only applies to CSV, inspection media, and inspection reports.
Database details (database only): Enter the details of your database.
Include: Select whether you want to include inspection media with your CSV or database exports.
Proceed to run the SafetyCulture Exporter.
Please note that each filter only applies to certain data sets. For example, "Date range from (UTC)" only applies to data sets where date modified is relevant.
3. Run the SafetyCulture Exporter
Once you've configured the SafetyCulture Exporter, click Save and export.
The progress for exporting each data set should be outlined. If this is your first time exporting, this may take some time. You can click Cancel export at any time to change your configuration.
Once the export is complete, click Open export folder to view your CSV data and inspection reports. Otherwise, view your database for the exported data sets.
Frequently asked questions
You can refer to the following chart for guidance on modeling your SafetyCulture data sets:
Yes, we recommend that you keep your SafetyCulture Exporter continuously up-to-date, as we periodically publish updates to fix bugs or add new features.
You can find out if there's a new version available at the bottom of the SafetyCulture Exporter.
To update your SafetyCulture Exporter, download the latest version and just replace the existing file with the latest one. Your existing configurations will remain untouched.
The "Date range from (UTC)" filter determines the range of data to export based on their modified date. This also ensures any time you export, the data sets only contain data that have been modified since the selected date. Please note that this filter only applies to data sets where date modified is relevant, such as inspections.
If you change the configuration of your SafetyCulture Exporter at any time, it'll override any existing exported files or data to ensure you have the latest data sets to use.
Yes, however, this is only configurable in the CLI version, where you can configure your SafetyCulture Exporter ("web_report_link") to export public inspection report links.
At a high level, the app version offers an easy-to-use interface while still allowing you to bulk export your organization's data. The CLI version requires basic knowledge of running command lines, but offers a lot more flexibility, such as advanced configuration options and export scheduling.
Configuration
CLI version | App version | |
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Basic configurations: - Filter by template - Filter by data set - Export date range - Filter by completed or incomplete inspections - Filter by active or archived inspections |
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Advanced configurations: See our developer portal for all advanced configuration options |
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Schedule export |
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Export options
CLI version | App version | |
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CSV |
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Database (e.g. SQL) |
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Media (with CSV and database) |
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Inspection reports (PDF and Word) |
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JSON |
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Yes, you can. We currently support a direct connection to Power BI and aim to support more BI tools in the future. Alternatively, you can also import the data you export into your BI tools. If you have a BI tool that you want to integrate with, please let us know by providing your feedback.
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