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Automatically export inspection reports to OneDrive

Learn how to automatically export inspection reports to OneDrive.

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Automatically export inspection reports to OneDrive

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Integrations.

  3. Click Set up for "OneDrive".

  4. Click Install integration.

  5. In the pop-up window, select your OneDrive account type, then click Sign in with Microsoft and follow the prompts to authenticate the connection.

  6. In the "Details" box, click the dropdown menu under "Export folder".

  7. 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.

  8. Once both OneDrive and the export folder are connected, the integration will start automatically exporting completed inspections to OneDrive.

    An inspection report in OneDrive.

You may need to  to support this integration.

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.

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.

An example of a OneDrive file path.

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.

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