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 to cloud drives to bulk exporting iAuditor data for business analysis, the opportunities to integrate with iAuditor and optimize your workflows are endless.
This article outlines the three main ways of integrating with iAuditor. Namely building custom integrations, utilizing integration tools, and running the iAuditor Exporter tool or interacting with the iAuditor software developer kit.
Before you begin
You must be on our Premium subscription to integrate with iAuditor. Each integration you build also requires an authorization or API token as the “personal access token” that authenticates access to your iAuditor account. Learn how to generate an iAuditor API token.
1. Custom integrations
Building custom integrations is by far the most flexible method to integrate with iAuditor, where how you interact with the data is completely up to you. Check out some of the common use cases below with links to our API documentation.
Please note that depending on how you wish to build a custom integration, you may need to have prior knowledge on how to use API clients, make cURL requests, and understand JSON data structures.
This can be extremely useful if a supervisor wants an inspection to start automatically and be assigned to a team member to conduct at a particular time or on a recurring schedule.
This not only can save time for your team but also minimize human error with response prefilling. These responses could be equipment serial numbers, people’s full names, inspection sites, or any data that is relevant.
For organizations with a large number of inspections, automating the inspection report export process can save a tremendous amount of time for both administrators and frontline users. As 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 Preferences created for your templates, they too can be applied to inspection reports in an integration.
Managing large organizations can be very taxing, particularly if you need to stay up to date on who is in your team and which groups they are in. The users and groups API capabilities allow administrators to manage users and teams, as well as update their details in bulk (including account active or inactive status). Typically, organizations choose to set up connections with services like Active Directory or JumpCloud.
2. Integration "connector" tools
In comparison to custom integrations, integration tools tend to offer easy-to-use interfaces and have click-based templates you can utilize to connect your iAuditor data with other platforms. The primary integration tools that our customers use are Zapier and Power Automate (previously Microsoft Flow), which act as bridges from iAuditor to other platforms and vice versa. Check out some of the common Zaps and flows that are created with links to respective support articles.
Please note that Zapier and Power Automate are software applications separate from iAuditor. Both applications require registered accounts, and whilst it’s recommended to have a Zapier paid plan so you can create Multi-Step Zaps with iAuditor, it’s essential to have Power Automate Premium to be able to use iAuditor as a connector app.
|Upload inspection reports to SharePoint||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.|
|Export inspection data to Excel Online spreadsheets||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 web report links when inspection scores fall below a threshold||This article shows you how to create a Power Automate flow to automatically email web report links when inspection scores fall below a threshold.|
|Upload inspection reports to Dropbox||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.|
|Export inspection data to Google Sheets||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 web report links when inspection scores fall below a threshold||This article shows you how to create a Zap to automatically email web report links when inspection scores fall below a threshold.|
3. iAuditor Exporter tool
The iAuditor Exporter is a powerful tool that we offer to Premium customers at no additional cost. It’s the primary way to bulk export iAuditor data for use in business intelligence applications such as Power BI. The tool itself is coded in the Python programming language and can be run simply and easily on any computer or server with Python installed.
Although the tool is commonly run to export data to CSV for BI tools, it can also be used to export data to formats available on the iAuditor frontend. Including exporting inspections to PDF, Word, web report links, and JSON; exporting inspection media; exporting actions to CSV. You can check out our full documentation for the instructions.