How to Import Comments Data from Podio into Excel

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

Learn how to import Podio Comments data into Excel using Coefficient to analyze team communication.

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Bringing your Podio Comments data into Excel helps you analyze team discussions, track feedback, and review communication history. Manual export is a slow process, and the data quickly goes stale.

Coefficient offers a live connection for automatic data updates.

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

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Use Import from… to select the Podio connector.

  • Step 3:

    Step 3. Choose the Comments object and pick the fields you need.

  • Step 4:

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

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

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Comments data

With the connection ready, you can now bring in your Comments data.

  1. In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
  2. Find and select the “”Comments”” object from the list.
  3. Choose the specific data fields from Comments that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” 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 Comments data current automatically.

  1. After the data is imported, 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., hourly, daily) and set a time.
  5. Save the schedule. Your Comments 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 Comments from Podio?

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    Extracting Comments data from Podio manually for detailed analysis is challenging. Coefficient connects directly to Podio, allowing you to easily import live Comments data into Excel for review and analysis of communication.

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

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    Getting a simple, complete list of all comments across items in Podio might be difficult. Coefficient pulls your Podio Comments object data into Excel, providing a clear list to help you track discussions and feedback.

  • How do I download Comments data from Podio?

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    Exporting Comments data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Comments data into Excel with a live connection for easy refreshing and ongoing analysis.

  • How to automate importing Podio Comments to Excel daily?

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    Manually reviewing new comments daily takes up valuable time. With Coefficient, you can set a daily schedule to automatically refresh your Podio Comments data in Excel, ensuring you stay updated on team communication.

  • How do I update Comments from Excel to Podio?

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    Adding or changing comments typically happens within Podio. Where supported, Coefficient’s two-way sync feature allows you to make updates to data in your Excel sheet and push those changes back to the source system, simplifying data management.

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