How to Import Embeds Data from Podio into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Podio Embeds data into Excel using Coefficient to manage and track embedded content.

“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”

5 star rating coeff g2 badge

Bringing your Podio Embeds data into Excel helps you manage, track, and analyze embedded content within your Podio items. Manually exporting this data is inefficient and quickly becomes old.

Coefficient creates a live connection for automatic data refreshes.

This guide shows you the steps to easily import your Embeds data from Podio into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Podio account.

  • Step 2:

    Step 2. Choose the Podio connector from the Import from… options.

  • Step 3:

    Step 3. Select the Embeds object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Podio Embeds into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
  6. Click “”Import from…”” and find the Podio connector. You will be guided through connecting your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Embeds data

Now you can pull your Embeds data into Excel.

  1. In the Coefficient sidebar for Podio, select to import from an **Object**.
  2. Choose the “”Embeds”” object from the list.
  3. Select the specific data fields related to your Embeds that you need in Excel.
  4. Apply any filters or sorting if required.
  5. Click the “”Import”” button to bring the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Embeds data current without manual updates.

  1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
  2. Click the settings icon for refresh options.
  3. Select “”Schedule”” to set up automated updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
  5. Save your schedule. Your Embeds data will now update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Podio Objects

  • Alerts
  • App market
  • Applications
  • Batch
  • Calendar
  • Comments
  • Contacts
  • Conversations
  • Devices
  • Email
  • Embeds
  • Files
+29 more

Frequently Asked Questions

  • How to get Embeds from Podio?

    down-chevron

    Extracting Embeds data from Podio manually for analysis is time-consuming. Coefficient connects directly to Podio, allowing you to easily import live Embeds data into Excel for efficient tracking and management of embedded content.

  • How do I get a list of Embeds in Podio?

    down-chevron

    Viewing detailed Embeds information in a simple list format within Podio might be difficult. Coefficient pulls your Podio Embeds object data into Excel, providing a clear list for easy review and analysis of your embedded content.

  • How do I download Embeds data from Podio?

    down-chevron

    Standard export options for Embeds data in Podio might not meet your specific needs. Coefficient offers a direct way to download your Embeds data into Excel with a live connection for easy refreshing and continued analysis.

  • How to automate importing Podio Embeds to Excel daily?

    down-chevron

    Keeping up with daily changes to embedded content manually requires constant effort. With Coefficient, you can set a daily schedule to automatically refresh your Embeds data in Excel, ensuring your reports are always based on the latest information.

  • How do I update Embeds from Excel to Podio?

    down-chevron

    Updating embed details typically happens within Podio. For connectors that support it, Coefficient’s two-way sync feature lets you update data in your Excel sheet and push those changes back to the source system, streamlining your workflow.

  • How to send email alerts about Embeds data from Podio?

    down-chevron

    Setting up custom email alerts based on Embeds data in Podio might require specific configurations. Coefficient allows you to set up automation triggers in your spreadsheet to send email alerts based on changes or conditions in your live Embeds data, keeping you informed automatically.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies