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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 Email data into Excel helps you track email communications linked to your Podio items and contacts. Manually exporting this data is tedious, and the information quickly goes stale.
Coefficient offers a live connection for automatic data updates.
This guide shows you how to easily import your Email 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. Use Import from… to select the Podio connector.
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Step 3:
Step 3. Choose the Email object and select the fields you need.
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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 Email into Excel
Step 1: Install and connect Coefficient
Get Coefficient installed in your Excel application to start.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for and install “”Coefficient”” from the Office Add-ins store.
- Open the Coefficient sidebar, found in the Home or Add-ins tab.
- Click “”Import from…”” and select Podio. Follow the steps to connect your Podio account.
Step 2: Import the Email data
With the connection ready, you can now bring in your Email data.
- In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
- Find and select the “”Email”” object from the list.
- Choose the specific data fields from Email that you want in your Excel sheet.
- Apply any filters or sorting if needed.
- Click “”Import”” to pull the data into your sheet.
Step 3: Set up auto-refresh (Optional)
Keep your Email data current automatically.
- After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
- Click the refresh settings icon.
- Select “”Schedule”” to automate updates.
- Choose how often the data should refresh (e.g., hourly, daily) and set a time.
- Save the schedule. Your Email data will update automatically.
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 Email from Podio?
Extracting email data linked within Podio items manually can be complex. Coefficient connects directly to Podio, allowing you to easily import live Email data into Excel for review and analysis of communications.
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How do I get a list of Email in Podio?
Getting a simple, complete list of emails linked across various Podio items might be difficult. Coefficient pulls your Podio Email object data into Excel, providing a clear list to help you track related email communications.
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How do I download Email data from Podio?
Exporting Email data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Email data into Excel with a live connection for easy refreshing and ongoing analysis.
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How to automate importing Podio Email to Excel daily?
Manually reviewing email data linked in Podio daily takes time. With Coefficient, you can set a daily schedule to automatically refresh your Podio Email data in Excel, ensuring you stay updated on related communications.
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How do I update Email from Excel to Podio?
Managing email details typically happens within your email client or linked 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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