How to Import Alerts Data from Podio into Excel

Getting your Podio Alerts data into Excel helps you track important notifications and manage your workflow. Relying on manual exports means dealing with old information fast.

Coefficient provides a direct link that updates your data live.

This guide will walk you through the steps to easily import your Alerts data from Podio into Excel.

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

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel first.

1. Open Excel.
2. Go to the Insert tab.
3. Click on Get Add-ins.
4. Search for and install “”Coefficient”” from the store.
5. Launch the Coefficient add-in from the Home or Add-ins tab.
6. Click “”Import from…”” in the sidebar and locate the Podio connector. Follow the steps to connect your Podio account.

Step 2: Import the Alerts data

With your account connected, you can now bring in the data.

1. In the Coefficient sidebar for Podio, choose to import from an **Object**.
2. Select the “”Alerts”” object from the list provided.
3. Pick the specific data fields from Alerts that you want in your sheet.
4. Set any filters or sort orders if needed.
5. Click the “”Import”” button to pull the data into Excel.

Step 3: Set up auto-refresh (Optional)

Keep your Alerts data fresh without manual updates.

1. After importing, find your import in the Coefficient sidebar next to the “”Refresh”” button.
2. Click the settings icon next to Refresh.
3. Select “”Schedule”” to set up automatic updates.
4. Choose the frequency (like daily or hourly) and a time for the refresh to happen.
5. Save your schedule. Your Alerts data will update automatically.