How to Import Actions Data from Podio into Excel

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 Manually exporting data is slow and quickly goes out of date.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.

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.

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.

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.