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Export automatically into DropBox sorted by site

  • Integrations

This article will outline the steps to set up an iAuditor integration with DropBox and sort the files into folders by Site Name. Setup the Integration Log in to iAuditor on the web app Navigate to the “Integrations” page Locate and select the DropBox section and select “Use this Zap” A new window will appear...

Update SharePoint list items with Inspection data using MS Flow

  • Integrations

Looking to keep copies of inspection data in SharePoint, or even update a project automatically? Try out this quick integration through MS Flow to automate your manual tasks, and reduce the probability something gets lost in the shuffle. This guide shows you how to automatically update SharePoint lists with Inspection data, using the iAuditor connector...

SAML SSO configuration

  • Integrations
  • Single Sign On

Looking to automate your user and team admin work? Look no further, we now offer a full Single-sign-on  (SSO) provider system with SAML. Setup and Prerequisites Locate the name of the SSO connection Note: This should be provided to you by the iAuditor team after you configure the connection. If you do not yet have...

Microsoft Flow Expressions

  • Build Your Own
  • Integrations
  • Workflows

Microsoft Flow has a rich set of actions, however to fully unlock its potential with iAuditor users sometime need to pull all item types out of the completed or incomplete inspection. Today, that’s possible with inline flow action. Microsoft Flow leverages the same Workflow Definition Language used by Azure Logic apps. For new users who are unfamiliar with...

Workflow templates with Microsoft Flow

  • Integrations
  • Workflows

Microsoft Flow offers many simple templates for automated workflows that everyone can use over and over again. These templates can be used as a wizard of sorts where you can fill in the blanks relevant to your Organisation and quickly setup an integration using iAuditor and Microsoft Flow. These templates don’t have to stop at the steps included, you can use...

Store actions in Excel via MS Flow

  • Integrations
  • Workflows

Use the iAuditor connector available in Microsoft Flow to automatically create Excel 365 rows for each Action created in iAuditor. Note: This flow will populate your Excel sheet with the Actions as they’re created. To enable two-way sync, you’ll also need to create two other supporting flows which: Update Excel365 rows when an Action is...

Start an inspection with new Sharepoint item

  • Integrations
  • Workflows

Use the iAuditor integration with MS Flow to automatically start or pre-populate an inspection with information from a SharePoint list. A SharePoint list 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...

Automatically export inspection data to Excel using MS Flow

  • 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 the response. Please...

Locate an Item ID from your Inspections or Templates

  • Integrations
  • Workflows

This guide will walk you through the steps to identify the specific item IDs within your Inspection/Template which can be used as part of a bespoke/custom integration or with Microsoft Flow to populate a Spreadsheet or a SQL database. Item_ID: An Item ID is a unique identifier for any field within your inspection or template....

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 inspection data via MS Flow

  • BI Tools
  • Integrations
  • Workflows

Automatically transfer key pieces of inspection data into SQL Server tables using the iAuditor connector available in Microsoft Flow. This guide assumes you have a working knowledge of SQL Server and an existing table structure you wish to populate. This approach may also work for other database technologies supported by Microsoft Flow that we have not...

Export iAuditor Actions to Excel Automatically with Zapier

  • 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,...

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 configuration please see here. To provide best-of-breed integration and security we use Auth0 as our SSO broker which explains the references to Auth0 in the settings below. To setup ADFS SAML 2.0 SSO with iAuditor use the...

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 contact us first to discuss eligibility. The team may ask you to complete this SSO request form. To provide best-of-breed integration and security we use Auth0 as our...

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...

Integrate with MS Flow to connect Microsoft products with iAuditor

  • Integrations
  • Workflows

iAuditor’s integration with Flow allows you to tap into this capability and connect your auditing data with their ecosystem. Microsoft Flow is a cloud connector tool that allows you to build workflows that interconnect many different software services (up to 120 and growing) with your iAuditor inspection data. The iAuditor Microsoft Flow Connector supports the following...

Email inspection reports to outlook using MS Flow

  • Integrations
  • Workflows

If your team uses Microsoft Outlook, and you’re looking to automatically send an email that notifies of report completion, or more – this setup is for you. This article is a continuation of the Automatically export inspections with MS Flow guide. Please review this guide before proceeding with the steps outlined below. Steps to setup outlook...

Upload inspection reports to SharePoint with MS Flow

  • Cloud Storage
  • Integrations
  • Reports
  • Workflows

Steps to upload inspections to SharePoint Picking up where the Automatically export inspection with MS Flow guide left off, we will extend the flow to automatically upload inspection 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...

Automatically export inspections 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 inspection reports. Further guides are listed at the end of this article that explains 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 Inspection (audit) data into Tableau

  • BI Tools
  • Integrations

The iAudior, Tableau connector allows you to quickly and easily export your inspection information into Tableau for operations optimization, and drag and drop visualizations. Getting started with Tableau is easy. All you need is an iAuditor API token, a licensed copy of Tableau Desktop 10.0+, and five minutes.  Learn via video Setup the Tableau connector...

Tableau Web Data Connector (WDC)

  • BI Tools
  • Integrations

If you are looking for a way to perform advanced analytics capability that is beyond the scope of the iAuditor analytics dashboard, we recommend Tableau Desktop. The Tableau WDC allows Tableau Desktop users to connect directly to the iAuditor API in order to: Pull inspection (audit) data into Tableau within minutes Restrict the dataset by date...

Import inspection data into Microsoft Power BI

  • BI Tools
  • Integrations

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

Visualise SafetyCulture Audit Data with Microsoft Power BI

  • 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...

Schedule inspections in google calendar with zapier

  • Integrations
  • Workflows

It is possible to schedule inspections (start and share) using Zapier – Google Calendar integration. 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 configured below is to create a calendar entry in Google Calendar for each “Concourse Inspection”...

Automatically export inspection data

  • BI Tools
  • Cloud Storage
  • Integrations
  • Workflows

You may find yourself in a situation where you need to export data in bulk or automatically. Most often, for reasons like compliance, archiving, reporting, analytics, and more. To help with this, we offer a public API and integrations of varying degrees of complexity that get you up and running smoothly. This typically consists of...

Trigger an email from a failed response

  • Cloud Storage
  • Integrations
  • Workflows

iAuditor users often want to receive an email if an inspection (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 inspection (audit) with a failed response that...

Generate an API Token

  • Build Your Own
  • Integrations

In order to set-up an integration you must first connect your iAuditor account to the public api. To connect, navigate to your iAuditor web account and follow the steps to generate a unique API token. This token is used to authorize all requests you make so that you do not need to use or store...

Exporting Inspections 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...

Bulk export inspections using the CSV exporter tool

  • BI Tools
  • Integrations

The export tool can automatically bulk-export iAuditor inspections directly to a CSV file on your computer. The tool runs in looping mode to automatically export newly completed inspections. There are other available methods to export inspections in CSV format via the iAuditor website, and iAuditor app. The SafetyCulture Exporter in CSV mode improves upon these options with:...

Exporting Inspection 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 Inspections 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 Inspections Automatically

  • Integrations
  • Workflows

Starting and sharing inspections 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 inspection process. To simplify the experience of a user in the field, an organization’s administrator can pre-start and share a particular inspection...

Zapier Integrations with iAuditor

  • Integrations
  • Workflows

Manual tasks no more! Using iAuditor’s connection with Zapier, you can set up a step-by-step workflow from inspection export in iAuditor, through to another business system. Whenever you complete a specific inspection, use Zapier to mix and match actions that support a range of tasks. Zapier is a web automation tool, known as a “cloud-connector”...

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...

Trigger an action from a failed response in Zapier

  • Integrations
  • Workflows

iAuditor users often want to perform an action for each failed response in an inspection. 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, assuming the response meets a certain condition, you...