How to Import Devices Data from Podio into Excel

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

Learn how to import Podio Devices data into Excel using Coefficient to manage connected devices.

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Bringing your Podio Devices data into Excel helps you keep track of connected devices and manage access. Manually exporting this information is not efficient and it quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you how to easily import your Devices 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 using Import from….

  • Step 3:

    Step 3. Choose the Devices object and select the fields you need.

  • Step 4:

    Step 4. Import the data and set up auto-refresh for live updates.

Step-by-step guide to importing Podio Devices 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 Devices data

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

  1. In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
  2. Find and select the “”Devices”” object from the list.
  3. Choose the specific data fields from Devices 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 Devices 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 Devices 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 Devices from Podio?

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    Manually tracking connected devices from Podio can be complex. Coefficient connects directly to Podio, letting you easily import live Devices data into Excel for managing your connected access points.

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

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    Getting a simple, exportable list of all devices connected to your Podio account might require specific steps. Coefficient pulls your Podio Devices object data into Excel, providing a clear list to help you manage connected devices.

  • How do I download Devices data from Podio?

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

  • How to automate importing Podio Devices to Excel daily?

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    Manually checking device connections daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Devices data in Excel, ensuring you stay updated on device access.

  • How do I update Devices from Excel to Podio?

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    Managing device information 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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