To simplify the process of exporting raw inspection data, it is possible to integrate iAuditor with online spreadsheet platforms (e.g. Google Sheets) with Zapier. This allows users to create custom exports of their data when inspections are completed, either from a specific template or all templates. The Zap can update existing rows or create new rows in your sheet. 

IMPORTANT NOTE

This article shows you how to export inspection data automatically with Zapier, a 3rd party service.

Requirements:

  1. Premium iAuditor account. 
  2. Paid Zapier Subscription
  3. An existing spreadsheet in your Google Drive. 

Steps to set up your Zap

Each Zap is set up using a single trigger and a series of actions. A trigger in Zapier is the event that causes particular results and an action is a process that is the result of the trigger.

In this setup we will set the initial trigger as inspection (audit) completion in iAuditor, followed by an update of your online spreadsheet in Google Sheets. 

Trigger: 1. Audit Completion in iAuditor by SafetyCulture

  1. Setup or sign-in to your Zapier account
  2. Select “Make a Zap!” (+ icon) in the upper left-hand corner
  3. Step 1 in Zapier prompts you to input a “Trigger” app
  4. You will need to choose the Trigger App – search for iAuditor and select “iAuditor by SafetyCulture”
  5. Choose “Any Audit Completion” if you want any inspections you have view access to are completed or select “Audit Completion” if you wish for the trigger to come from a specific template’s completed inspections 
  6. If this is your first time integrating Zapier with iAuditor, click “Choose Account” then “+Add Account”, a pop-up window will open where you can enter your Access Token.
    For steps on generating an API token, see here
  7. Under “Customize Audit”, either select the specific inspection template from the drop-down list or choose “Custom”  and enter the template ID and 
  8. Click “Test & Continue”
    IMPORTANT NOTE

    Note that only the 20 most recently modified templates are shown, if your desired template is not shown, make a small modification in the template editor and refresh the dropdown list for the template

  9. Zapier will attempt to find some sample data from your trigger app to use in the Zap. The sample row can then be used as test data in an action step later. If you want to use a different sample data, you can change the sample data in your Zap trigger

Action: 2. Create Spreadsheet Row

  1. After setting up the trigger, you need to configure the resulting Action.
  2. Under “Choose App”, search and select “Google Sheets”
  3. The Action Event should be “Create Spreadsheet Row”
  4. Click “Continue”
  5. If this is your first Zap with Google Sheets, you need to “Connect an Account” with your login credentials. Otherwise, select your Google account from the page and click “Continue”
  6. Now we need to set up the “spreadsheet details” section of the Zap
  7. Select the spreadsheet file from your Google Drive
  8. See that after selecting the Worksheet, the column headers become text fields in the Zap
  9. For each column header field, click the field to select the corresponding items from the drop-down list under Step 1. This will populate the spreadsheet every time an inspection is completed
  10. Click “Continue” to start testing
  11. If your test is successful, name your Zap (on the top left corner) and save it to a folder (if applicable)
  12. Make sure to turn on your Zap by toggling the On/Off button at the bottom of the page to start automatically exporting inspection data to your Google Sheets

Limitations

IMPORTANT NOTE

See Automatically email spreadsheets using Zapier for information on how to configure additional Actions to automatically email the spreadsheets in XLSX or CSV format.

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