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Category: Podio

How to Import Space members Data from Podio into Excel

Bringing your Podio Space members data into Excel helps you manage who has access to your spaces, track user roles, and get an overview of space membership. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you how to easily import your Space members data from Podio into Excel.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Use Import from… to select the Podio connector.

  • Step 3:

    Step 3. Choose the Space members object and select the fields you need.

  • Step 4:

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

Step-by-step guide to importing Podio Space members into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Space members data

With the connection ready, you can now bring in your Space members data.

  1. In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
  2. Find and select the “”Space members”” object from the list.
  3. Choose the specific data fields from Space members that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull 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 Space members data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Space members data will 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

How to Import Views Data from Podio into Excel

Bringing your Podio Views data into Excel helps you analyze your saved views, track their settings, and manage how you filter and display data. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

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

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Use Import from… to select the Podio connector.

  • Step 3:

    Step 3. Choose the Views object and select the fields you need.

  • Step 4:

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

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

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Views data

With the connection ready, you can now bring in your Views data.

  1. In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
  2. Find and select the “”Views”” object from the list.
  3. Choose the specific data fields from Views that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull 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 Views data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Views data will 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