- Integrations
- Direct integrations
- Get started with integrations
Get started with integrations
Take a look at the main ways of integrating with SafetyCulture.
We understand that in most organizations these days, software integration capability is essential to not only automate tedious tasks and minimize human error but also centralize data to a single source of truth. From automatically emailing or uploading inspection reports into cloud drives to bulk exporting SafetyCulture data for business analysis, the opportunities to integrate with SafetyCulture and optimize your workflows are endless.
This article outlines the main ways of integrating with SafetyCulture. Namely, utilizing our integration tools and direct connectors to:
Visualize your operational data.
Automate your teams' workflows.
Build custom integrations to support your processes.
Provide a secure and seamless user experience to your teams.
Export, visualize, and compare your data
Export and blend your operational data to extract decision-making insights using our direct connectors with business intelligence (BI) solutions and the SafetyCulture Exporter.
Analyze your data in PowerBI
Direct connectors are first-party business intelligence (BI) tool integrations that we offer to customers on the Premium Plan and Enterprise Plan without additional costs. We currently offer direct connectors for Power BI.
Bulk export your data with 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. We offer the SafetyCulture Exporter in both an app version and a command-line interface (CLI) version, allowing 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.
SafetyCulture Exporter is capable of exporting data to the following formats to a computer, a server, or a database:
CSV
SQL
Media
PDF
Word
JSON (CLI version only)
Bulk manage users to provide a seamless experience
Single sign-on (SSO) authentication
Avoid app fatigue for your teams through a seamless login experience using SAML-based single sign-on (SSO). Learn how to get your organization set up to use SSO with SafetyCulture.
Automate user management with user provisioning
With user provisioning software, you can automate user management in SafetyCulture with your single sign-on identity provider (IdP). This means that each new employee you add to your IDP will automatically have a SafetyCulture account created for them, saving you time and effort from adding them manually in SafetyCulture. Learn how to set up user provisioning with SafetyCulture.
Manage users and groups
Managing large organizations can be very taxing, particularly if you need to stay up to date on who's in your team and which groups they're in. The SafetyCulture API allows you to manage users, groups, and their details in bulk (including account active or inactive status). Typically, organizations choose to set up connections with services like Active Directory or JumpCloud.
Automate your teams' manual tasks
Streamline your team's efforts using workflows supported by third-party integrators: Zapier and Power Automate.
In comparison to custom integrations, these integration tools tend to offer easy-to-use interfaces and have click-based templates you can utilize to connect your SafetyCulture data with other platforms and vice versa. The section covers some of the use cases for the most used integration tools with SafetyCulture.
Zapier
Zapier is a software platform that allows you to create workflows, called Zaps, to automate repetitive tasks between services.
Please note that Zapier is a separate service from SafetyCulture and requires a registered account. Although it's possible to set up integrations in Zapier with their free plan, most Zaps with SafetyCulture are Multi-Step Zaps, which require a paid plan with Zapier.
Article | Description |
|---|---|
This article shows you how to create a Zap to automatically export and upload completed inspection reports to Dropbox. If your organization doesn't use Dropbox as the cloud drive, it can be interchanged with other connectors such as Google Drive and OneDrive. | |
This article shows you how to create a Zap to automatically export data from completed inspections to Google Sheets. If your organization doesn't use Google Sheets as the online spreadsheets tool, it can be interchanged with other connectors such as Microsoft Excel. | |
Email inspection report links when inspection scores fall below a threshold | This article shows you how to create a Zap to automatically email inspection report links when inspection scores fall below a threshold. |
Power Automate is a software platform that allows you to create workflows and processes, called flows, to streamline repetitive tasks between services.
Please note that Power Automate is a separate service from SafetyCulture and requires a registered account. You must be on a paid plan with Power Automate to set up integrations for SafetyCulture.
Article | Description |
|---|---|
This article shows you how to create a Power Automate flow to automatically export and upload inspection reports to SharePoint. If your organization doesn't use SharePoint as the cloud drive, it can be interchanged with other connectors such as Google Drive, OneDrive, and Dropbox. | |
This article shows you how to create a Power Automate flow to automatically export inspection data into an Excel Online spreadsheet. If your organization doesn't use Excel Online as the online spreadsheets tool, it can be interchanged with other connectors such as Google Sheets and SharePoint lists. | |
Email inspection report links when inspection scores fall below a threshold | This article shows you how to create a Power Automate flow to automatically email inspection report links when inspection scores fall below a threshold |
Utilize SafetyCulture's open API to support your custom integrations and connect to industry-leading tools.
Building custom integrations is by far the most flexible method to integrate with SafetyCulture. How you interact with the data is entirely up to you. This section covers some of the common use cases with links to our API documentation.
Please note that depending on how you want to build a custom integration, you may need to have prior knowledge of using API clients, making cURL requests, and understanding JSON data structures.
This can be extremely useful if a supervisor wants an inspection to start automatically and then assign it to a team member to conduct at a particular time or on a recurring schedule.This can save time for your team and minimize human error with response prefilling. These responses could be equipment serial numbers, people's full names, inspection sites, or any relevant data.
For organizations with large numbers of inspections, automating the inspection report export process can save a tremendous amount of time for both administrators and frontline users. With this integration, inspection reports would no longer have to be sent after inspection completion manually, and records can always be kept up to date. If you have report layouts created for your templates, they too can be applied to inspection reports in the process.
Connect SafetyCulture with your Procore account to seamlessly synchronize construction projects for use within templates, and upload completed inspection reports back to the projects they belong to for safekeeping.
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