How to Import Actions Data from Podio into Excel

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

Learn how to import live Podio Actions data into Excel using Coefficient for better task tracking and workflow analysis.

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Accessing your Podio Actions data in Excel helps you track tasks, analyze workflows, and manage projects more effectively. Manually exporting data is slow and quickly goes out of date.

Using Coefficient creates a live link, keeping your data fresh automatically.

This guide shows you how to easily get your Actions data from Podio right into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Podio account.

  • Step 2:

    Step 2. Select Import from… and choose the Podio connector.

  • Step 3:

    Step 3. Pick the Actions object and configure your import options.

  • Step 4:

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

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

Step 1: Install and connect Coefficient

First, you need to get Coefficient for Excel.

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

Step 2: Import the Actions data

Now that you’re connected, let’s get the data.

  1. In the Coefficient sidebar, with Podio selected, choose to import from an **Object**.
  2. Find and select the “”Actions”” object from the list.
  3. Choose the specific fields you want to bring into Excel.
  4. Apply any filters or sorting needed for your data.
  5. Click the “”Import”” button.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Actions data current without manual effort.

  1. After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
  2. Click the refresh options icon (usually a small clock or settings gear).
  3. Choose “”Schedule”” to set up automatic refreshes.
  4. Select how often you want the data to update (e.g., daily, hourly) and pick a time.
  5. Save your schedule. Your Actions data will now update on its own.
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 Actions from Podio?

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    You can manually download Actions data from Podio, but this is time-consuming. Using Coefficient, you can create a direct connection to import live Actions data into Excel with just a few clicks.

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

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    Finding a complete, structured list in Podio can be tricky. Coefficient lets you pull a full list of your Actions object data into Excel, where you can easily see and work with all entries.

  • How do I download Actions data from Podio?

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    Downloading involves navigating Podio’s export options, which can be basic and static. Coefficient offers a seamless way to download your Actions data directly into Excel, keeping it linked for easy refreshing.

  • How to automate importing Podio Actions to Excel daily?

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    Manual imports mean your data is quickly outdated. With Coefficient, you can set up a daily auto-refresh schedule so your Actions data in Excel is always current without manual effort.

  • How do I update Actions from Excel to Podio?

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    Updating data in Podio usually means manual entry or complex imports. Coefficient supports two-way sync for many connectors, allowing you to update Actions data in your Excel sheet and push those changes back to Podio.

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