How to Import Forms Data from Podio into Excel

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

Learn how to import Podio Forms data into Excel using Coefficient to track and manage your forms.

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How to Import Forms Data from Podio into Excel
- Step-by-step guide to importing Podio Forms into Excel

Bringing your Podio Forms data into Excel helps you track form submissions, analyze responses, and manage your data collection. 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 Forms 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 Forms object and select 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 Forms 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Forms data

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

In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
Find and select the “”Forms”” object from the list.
Choose the specific data fields from Forms that you want in your Excel sheet.
Apply any filters or sorting if needed.
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 Forms 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 Forms 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

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Frequently Asked Questions

How to get Forms from Podio?

Extracting Forms data from Podio manually for analysis is challenging. Coefficient connects directly to Podio, allowing you to easily import live Forms data into Excel for review and analysis of submissions.
How do I get a list of Forms in Podio?

Getting a simple, complete list of all forms and their data from Podio might be difficult. Coefficient pulls your Podio Forms object data into Excel, providing a clear list to help you track and manage your data collection.
How do I download Forms data from Podio?

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

Manually reviewing form data linked in Podio daily takes time. With Coefficient, you can set a daily schedule to automatically refresh your Podio Forms data in Excel, ensuring you stay updated on submissions.
How do I update Forms from Excel to Podio?

Managing form details or submissions 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.