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Store Actions in Excel via MS Flow

  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically create Excel 365 rows for each Action created in iAuditor. It assumes you have a working knowledge of Excel and an existing Sheet structure you wish to populate. Begin by adding the Schedule – Recurrence trigger in a...

Pre-populate and start an Audit when a new Sharepoint Item is created

  • Integrations
  • Workflows

A SharePoint list (similar to a database or spreadsheet) can be a great and powerful way of collectively storing data in a central location. A SharePoint List can cater for a range of different data types across a number of different use cases such as asset management, contact lists, issue tracking and many more. For...

MS Flow – Export your Item & Response Data to an Excel 365 Table

  • Cloud Storage
  • Integrations
  • Workflows

This guide will show you how to export inspection data from iAuditor so that you can automatically send it to any Spreadsheet (columns/rows), SQL database or CRM system supported by the Microsoft Flow ecosystem. In this example we’ll be looking to add rows to a Spreadsheet based on a particular question and it’s response. Please...

How to find an Item ID from your Audit/Templates

  • Build Your Own
  • Integrations
  • Workflows

An Item ID is the unique identifier for any field within your Audit/Template such as a Question, a Multiple Choice field or a media (image) field. This method can also be used to get a response ID (for example, Yes or Not Applicable) This guide will walk you through the steps to identify the specific...

Store Actions in SQL Server via MS Flow

  • BI Tools
  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically create SQL Server rows for each Action created in iAuditor. It assumes you have a working knowledge of SQL Server and an existing table structure you wish to populate. The article shows how to export data...

Populate SQL Server with Audit Data via MS Flow

  • BI Tools
  • Integrations
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow to automatically transfer key pieces of audit data into SQL Server tables. It assumes you have a working knowledge of SQL Server and an existing table structure you wish to populate. Begin by adding the Schedule – Recurrence trigger in...

Export iAuditor Actions to Excel Automatically with Zapier

  • Build Your Own
  • Integrations
  • Workflows

It is possible to configure Zapier as an integration between iAuditor and 3rd-party cloud-based spreadsheet software. This article shows how to automatically export iAuditor Actions to Excel Online using Zapier. Similar Zaps can be created to export iAuditor Actions to a number of other 3rd-party cloud-based applications like Google Sheets, custom emails, business intelligence tools,...

Hosting region configuration via MDM

  • Integrations

The instructions on this page are no longer required as newer versions of iAuditor do not need configuration of the hosting region by a Mobile Device Management solution. The page may be removed in future. To point iAuditor mobile apps (Android and iOS) to a hosting region other than the default one in the United...

How to Configure the Single Sign On Domain via MDM

  • Single Sign On

To avoid entering the user email twice when using  SAML Single Sign-On in iAuditor for iOS or Android the following setting can be configured using an MDM solution com.iauditor.sso.connection: This key should be implemented inside the MDM solution (e.g. VMWare AirWatch). SafetyCulture will provide an XML example with the value to insert for the SAML...

ADFS SAMLP Setup for Single Sign On

  • Single Sign On

This page refers to ADFS SAML 2.0 WebSSO. If you are looking for AFDS WS-Federation Passive SSO please see here. To setup ADFS SAML 2.0 SSO with iAuditor use the standard ADFS process for adding iAuditor as a relying party as described in the step by step instructions here: https://auth0.com/docs/protocols/saml/adfs Use the following values where...

ADFS WS-Federation Setup for Single Sign On

  • Single Sign On

This page refers to ADFS WS-Federation Passive SSO. If you are looking for AFDS SAML 2.0 WebSSO please see here. To setup ADFS WS-Federation SSO with iAuditor please complete this SSO request form and email it to [email protected] Then use the standard process for adding iAuditor as a relying party as described in the step-by-step instructions...

iAuditor Single Sign-On Overview

  • Integrations
  • Single Sign On

With iAuditor’s Single-Sign-On (SSO) capability, users no longer have to set, remember and manage a separate password for iAuditor. After their administrator enables SSO, accessing iAuditor becomes as simple as a couple of clicks provided the user is already authenticated with their company’s system. When not already authenticated, users simply have to authenticate with their...

ADFS setup for Single Sign On

  • Integrations
  • Single Sign On
  • System/Technical Support

iAuditor supports Single Sign On (SSO) with Active Directory Federation Services (ADFS). To access this capability you must have enabled Single Sign On for your organisation by contacting us. The simplest way to setup SSO with ADFS is using WS-Federation  where iAuditor is the service provider (SP-initiated SSO). In this scenario, users visit the iAuditor...

How To Use Microsoft Flow

  • Integrations
  • Workflows

Microsoft Flow allows you to build workflows that interconnect many different software services (up to 120 and growing). iAuditor’s integration with Flow allows you to tap into this capability and connect your auditing data with their ecosystem. The iAuditor Microsoft Flow Connector supports the following capabilities: Retrieve a list of audits modified in a given...

Email audit reports via Outlook with MS Flow

  • Integrations
  • Reports
  • Workflows

Picking up where the Automatically export audits with MS Flow guide left off, we will extend the flow to automatically email each audit report via Outlook. Add an action within the Apply to each loop and after the Download an audit report step. We will use Get a specific audit to retrieve data from within...

Upload audit reports to SharePoint with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

Picking up where the Automatically export audits with MS Flow guide left off, we will extend the flow to automatically upload audit reports to SharePoint. Add an action within the Apply to each loop and after the Download an audit report step. We will use Get a specific audit to retrieve data from within each audit to name the files and folders...

Automatically export audits with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

This guide will take you through the process of using the iAuditor connector available in Microsoft Flow, which, enables you to automatically export audit reports. Further guides are listed at the end of this article that explain how to send the reports via Outlook or even to SharePoint. Requirements Premium iAuditor User Account iAuditor API...

Getting Started with the iAuditor API

  • Build Your Own
  • Integrations

The iAuditor API allows you to automate workflows, gain insights across your entire organization, and push data into business applications. API access is gained with a Premium plan, you can view the pricing plans here. This getting started guide will provide all the technical information required for a smooth API set up. Prior knowledge required:...

Pull SafetyCulture Audit Data into Tableau

  • BI Tools
  • Integrations

Getting started with Tableau is easy. All you need is a SafetyCulture API token, a licensed copy of Tableau Desktop 10.0+, and five minutes.  To get started, follow this video guide: Or, follow these steps: Open Tableau Desktop: 2. In the left side-menu, select Connect -> To a Server -> Web Data Connector, as annotated...

Introduction to the SafetyCulture WDC

  • BI Tools
  • Integrations

If you are looking for a way to perform advanced analytic capability that is beyond the scope of the iAuditor analytics dashboard, we recommend Tableau Desktop. SafetyCulture provides a Web Data Connector to allow Tableau Desktop users to consume the SafetyCulture API directly in order to: Pull audit data into Tableau within minutes Restrict the...

Import Audit data into Microsoft Power BI

  • BI Tools
  • Integrations

It is possible to import your SafetyCulture audit data into Power BI Desktop, where you can create useful visualisations of your data (see here). Loading Data into Power BI Desktop Export audit data using SafetyCulture Python SDK: Follow instructions here to export audit data as CSV using the SafetyCulture Python SDK Import the data into...

Visualise SafetyCulture Audit Data with Microsoft Power BI

  • Analytics
  • BI Tools
  • Integrations

It is possible to import your SafetyCulture audit data into Power BI to create rich, flexible data visualisations. You can create useful insights in seconds with Power BI. Create a line graph of audit scores over time, then slice the data by time frame:   Dynamically visualise the number of audits completed by each user. Then...

Google Calendar Audit Scheduling Workflow with Zapier

  • Integrations
  • Workflows

Summary It is possible to use Zapier and Google Calendar to Schedule Audits (Start and Share). The screenshots and steps below explain one way of setting this up but there is a lot of flexibility available. The scenario for the Zap being configured before is that a “Concourse Inspection” calendar entry will be added to...

Automatic Exporting of Audit Data

  • BI Tools
  • Cloud Storage
  • Integrations
  • Workflows

From our users of iAuditor, we are often asked: “how can I export my audit data automatically”? Customers need to export data for different reasons such as compliance, archiving, reporting, analytics and more. This typically consists of three parts of an ETL (extract, transform and load) workflow: extract audit data from iAuditor, the web platform,...

iAuditor Google Sheets Add-on

  • BI Tools
  • Integrations

Overview This article shows how to install and use the iAuditor Google Sheets add-on. It will also outline the format used by the add-on. Definitions Spreadsheet: refers to a Google Spreadsheet. To create a new Google Spreadsheet, sign into your Google Account, and click here Sheet: refers to a Google Sheet which is a single...

Email Audit Report with Zapier if there are any Failed Responses

  • Cloud Storage
  • Integrations
  • Workflows

iAuditor users often want to receive an email if an audit contains one or more responses designated by the template author to be a “failed response.”  This page will show you how to set up this workflow using Zapier. We’ll assume we want to send a PDF report for any audit with a failed response that is...

How to Generate an API Token

  • Build Your Own
  • Integrations

To get started with the API, you will need to generate an API token. This token is used to authorise all requests you make so that you will not need to use or store your username and password in your own scripts or applications. You can either generate an API token programmatically by following the...

Exporting Audits automatically with Zapier

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

This article shows you how to export audit reports automatically with Zapier, a 3rd party service. You can also use Microsoft Flow to export to Outlook, SharePoint and many other applications. See here for more on that. Connecting information between SafetyCulture and other business tools gives you complete visibility over your operations.  With the SafetyCulture API...

SafetyCulture CSV Exporter Tool

  • BI Tools
  • Integrations

Overview SafetyCulture has developed the SafetyCulture Exporter, which can export audits directly to a CSV file on your computer. The SafetyCulture Exporter can be run in looping mode to automatically export newly completed audits. There are other available methods to export audits in CSV format via the iAuditor website, and iAuditor app. The SafetyCulture Exporter in CSV...

Exporting audit data to an online spreadsheet using Zapier

  • BI Tools
  • Integrations

It is possible to configure Zapier as an integration between iAuditor and 3rd-party cloud-based spreadsheet software (e.g. Microsoft Excel or Google Sheets.)  This allows users to create custom spreadsheet exports of their audit data, as audits are completed, either from a specific template or from every template. The Zaps can be configured to update existing...

Automatically Email Exported Spreadsheet Data using Zapier

  • BI Tools
  • Integrations

A Zap can be configured to automatically email a spreadsheet to any number of recipients. This document picks up where Exporting audit data to an online spreadsheet using Zapier left off, with a SafetyCulture → Google Sheets, Zap configured. Zap Structure   End Result After testing and saving this Zap, a similar email should be received, depending...

Export Completed Audits to Google Sheets using Zapier

  • BI Tools
  • Integrations

Zapier can connect iAuditor with Google Sheets. This guide demonstrates one way to configure such a Zap. In this example, a row is added to a Google Sheet when an Audit is completed. This Zap specifies which template to monitor for newly completed audits, and what audit data to write to the new row. Appropriate...

Send Email if Audit Score Below Threshold with Zapier

  • Integrations
  • Team Management
  • Workflows

Zapier can be used to send an email if an audit is completed with a score below some specified threshold. See the following steps to set up a Zap like this. For a more general overview of Zapier, please see Zapier Integration with iAuditor. Step 1: Create a new Zap and pick either the “Audit Completion” or...

Starting and sharing audits automatically

  • Integrations
  • Workflows

Starting and sharing audits automatically Connected information between iAuditor and other business tools gives you complete visibility over your operations. With the API (available on the Premium subscription) you can build custom workflows to achieve a seamless auditing process. To simplify the experience of a user in the field, an organization’s administrator can pre-start and share a particular audit with...

Zapier Integration with iAuditor

  • Integrations
  • Workflows

Automating workflows on audit completion with Zapier Zapier is a web automation app. With Zapier you can mix and match triggers and actions to support a range of tasks. For an introduction to Zapier concepts and definitions please follow this link: The Building Blocks of Zapier: Triggers, Actions, and Zaps See below for the supported...

Integrating with Salesforce via Zapier

  • Cloud Storage
  • Integrations
  • Workflows

It is possible to set up a workflow that captures information via iAuditor and populates it within Salesforce. In this article we are going to show you how to use our cloud connector on the Zapier platform to send iAuditor inspection data to Salesforce. Inspection data sent to Salesforce results in creating new instances of a pre-defined...

Using Zapier to Send Web Reports and Audit Links

  • Integrations
  • Workflows

Zapier can be used to send email notifications with links to Web Reports and Audits.  With these email notifications, users will be able to open audits on the iAuditor web app, or on their mobile device. The instructions below will show you how to set up a Zap to trigger email notifications with a link to Audits and Web...

Zapier Actions and Triggers for Failed Responses

  • Integrations
  • Workflows

iAuditor users often want to perform an action for each failed response in an audit. For example, you may want an email to be sent for each failed response, which results in a new order being created in a work order management system. To execute one task per response in an audit (assuming the response meets a...

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