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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.”
Bringing your Podio Files data into Excel helps you track files linked to your items, manage documents, and get an overview of your file storage. Manually exporting this data is slow and the information quickly becomes old.
Coefficient provides a live link for automatic data updates.
This guide shows you how to easily import your Files 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 Files 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 Files 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 Files data
With the connection ready, you can now bring in your Files data.
- In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
- Find and select the “”Files”” object from the list.
- Choose the specific data fields from Files 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 Files 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 Files 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 Files from Podio?
Extracting Files data linked within Podio items manually can be complex. Coefficient connects directly to Podio, allowing you to easily import live Files data into Excel for review and analysis of linked documents.
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How do I get a list of Files in Podio?
Getting a simple, complete list of files linked across various Podio items might be difficult. Coefficient pulls your Podio Files object data into Excel, providing a clear list to help you track related documents.
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How do I download Files data from Podio?
Exporting Files data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Files data into Excel with a live connection for easy refreshing and ongoing analysis.
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How to automate importing Podio Files to Excel daily?
Manually reviewing file data linked in Podio daily takes time. With Coefficient, you can set a daily schedule to automatically refresh your Podio Files data in Excel, ensuring you stay updated on related documents.
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How do I update Files from Excel to Podio?
Managing file details 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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