Bringing Podio Batch data into Excel helps you process, analyze, and report on your batch operations. Relying on manual data export is inefficient and leads to outdated reports quickly.
Coefficient creates a live connection for automatic data refreshes.
This guide shows you the steps to easily import your Batch data from Podio into Excel.
TLDR
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Step 1:
Step 1. Install Coefficient in Excel and connect your Podio account.
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Step 2:
Step 2. Choose the Podio connector from the Import from… options.
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Step 3:
Step 3. Select the Batch object and pick the relevant fields.
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Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Podio Batch into Excel
Step 1: Install and connect Coefficient
You need Coefficient installed in your Excel application.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for “”Coefficient”” and install it from the Office Add-ins store.
- Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
- Click “”Import from…”” and find the Podio connector. You will be guided through connecting your Podio account.

Step 2: Import the Batch data
Now you can pull your Batch data into Excel.
- In the Coefficient sidebar for Podio, select to import from an **Object**.
- Choose the “”Batch”” object from the list.
- Select the specific data fields related to your Batch operations that you need in Excel.
- Apply any filters or sorting if required.
- Click the “”Import”” button to bring the data into your sheet.

Step 3: Set up auto-refresh (Optional)
Keep your Batch data current without manual updates.
- After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
- Click the settings icon for refresh options.
- Select “”Schedule”” to set up automated updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
- Save your schedule. Your Batch data will now update automatically.

Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files
Frequently Asked Questions
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