How to Import Applications Data from Podio into Excel

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

Learn how to import Podio Applications data into Excel using Coefficient to manage and analyze your app setup.

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Importing your Podio Applications data into Excel helps you keep track of your setup, analyze usage, and manage your workspace structure. Manual data export is tedious and quickly goes out of date.

Coefficient provides a live link that automatically refreshes your data.

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

TLDR

  • Step 1:

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

  • Step 2:

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

  • Step 3:

    Step 3. Choose the Applications object and pick your desired fields.

  • Step 4:

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

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

Step 1: Install and connect Coefficient

You need Coefficient installed in Excel to start.

  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 (usually in the Home or Add-ins tab).
  6. Click “”Import from…”” and find Podio. Follow the simple steps to connect your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Applications data

With the connection ready, you can import your data.

  1. In the Coefficient sidebar for Podio, choose to import from an **Object**.
  2. Select the “”Applications”” object from the list.
  3. Choose the specific fields from your Applications data that you want to see in Excel.
  4. Add any filters or sorting as needed.
  5. Click the “”Import”” button 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 Applications data current automatically.

  1. After importing, 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., daily) and set a time.
  5. Save the schedule. Your Applications 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

Frequently Asked Questions

  • How to get Applications from Podio?

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    Getting a full list of your Podio Applications into a spreadsheet can be time-consuming with manual methods. Coefficient connects directly to Podio, allowing you to easily import live Applications data into Excel for review and management.

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

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    While you can see applications in Podio, getting a simple, exportable list might require extra steps. Coefficient pulls your Podio Applications object data right into Excel, giving you a clear list to analyze your workspace setup.

  • How do I download Applications data from Podio?

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    Exporting Applications data directly from Podio might be limited in format or detail. Coefficient offers a straightforward way to download your Applications data into Excel with a live link for easy refreshing and analysis.

  • How to automate importing Podio Applications to Excel daily?

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    Manually tracking changes to your applications setup is inefficient. With Coefficient, you can set up your Podio Applications data to auto-refresh daily in Excel, ensuring your sheet always reflects your current setup.

  • How do I update Applications from Excel to Podio?

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    Managing application details typically happens within Podio itself. Where supported, Coefficient’s two-way sync allows you to make updates to your Applications data directly in Excel and push those changes back to Podio, simplifying management.

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