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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Getting your Podio Conversations data into Excel helps you analyze team discussions, track communication flow, and review historical chats. Manually exporting this data is difficult and the information quickly becomes old.
Coefficient provides a live link for automatic data updates.
This guide shows you how to easily import your Conversations 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. Select the Podio connector using Import from….
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Step 3:
Step 3. Choose the Conversations object and select the fields you need.
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Step 4:
Step 4. Import the data and set up auto-refresh for live updates.
Step-by-step guide to importing Podio Conversations into Excel
Step 1: Install and connect Coefficient
You need Coefficient installed in your Excel application first.
- 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. Follow the steps to connect your Podio account.
Step 2: Import the Conversations data
Now that you’re connected, you can get the data.
- In the Coefficient sidebar for Podio, choose to import from an **Object**.
- Find and select the “”Conversations”” object from the list.
- Choose the specific conversation data fields you want to bring into Excel.
- Apply any filters or sorting needed for your data.
- Click the “”Import”” button to pull the data into Excel.
Step 3: Set up auto-refresh (Optional)
Keep your Conversations data current automatically.
- After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
- Click the refresh options icon.
- Choose “”Schedule”” to set up automatic refreshes.
- Select how often you want the data to update (e.g., daily) and pick a time.
- Save your schedule. Your Conversations data will now update on its own.
Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files
Related Podio Use Cases
How to Import Voting Data from Podio into Google Sheets
Import your Podio Voting data into Google Sheets using Coefficient to track votes on items, analyze team input, and make data-driven decisions.
How to Import Views Data from Podio into Google Sheets
Import your Podio Views data into Google Sheets using Coefficient to document saved filters, analyze custom data views, and share specific datasets.
How to Import Users Data from Podio into Google Sheets
Import your Podio Users data into Google Sheets using Coefficient to manage team members, track roles, and organize user information across your workspaces.
Frequently Asked Questions
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How to get Conversations from Podio?
Manually exporting Conversation data from Podio for detailed analysis is difficult. Coefficient connects directly to Podio, letting you easily import live Conversation data into Excel for review and analysis of team communication.
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How do I get a list of Conversations in Podio?
Getting a simple, complete list of all conversations from Podio might require extra effort. Coefficient pulls your Podio Conversations object data into Excel, providing a clear list to help you track discussions.
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How do I download Conversations data from Podio?
Exporting Conversation data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Conversations data into Excel with a live connection for easy refreshing and ongoing analysis.
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How to automate importing Podio Conversations to Excel daily?
Manually reviewing new conversations daily takes time. With Coefficient, you can set a daily schedule to automatically refresh your Podio Conversations data in Excel, ensuring you stay updated on team communication.
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How do I update Conversations from Excel to Podio?
Adding or changing conversations 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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