How to Import Grants 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 Grants data into Excel using Coefficient to manage grant information.

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

Bringing your Podio Grants data into Excel helps you manage grant applications, track statuses, and report on funding. Manually exporting this data is inefficient and quickly becomes old.

Coefficient creates a live connection for automatic data refreshes.

This guide shows you the steps to easily import your Grants data from Podio into Excel.

TLDR

Step 1:

Step 1. Install Coefficient in Excel and connect your Podio account.
Step 2:

Step 2. Choose the Podio connector from the Import from… options.
Step 3:

Step 3. Select the Grants object and pick the relevant fields.
Step 4:

Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Podio Grants into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

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. You will be guided through connecting your Podio account.

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

Step 2: Import the Grants data

Now you can pull your Grants data into Excel.

In the Coefficient sidebar for Podio, select to import from an **Object**.
Choose the “”Grants”” object from the list.
Select the specific data fields related to your Grants that you need in Excel.
Apply any filters or sorting if required.
Click the “”Import”” button to bring 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 Grants data current without manual updates.

After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
Click the settings icon for refresh options.
Select “”Schedule”” to set up automated updates.
Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
Save your schedule. Your Grants data will now update automatically.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Podio Objects

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Comments
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Devices
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Frequently Asked Questions

How to get Grants from Podio?

Extracting Grants data from Podio manually for tracking and reporting is time-consuming. Coefficient connects directly to Podio, allowing you to easily import live Grants data into Excel for efficient management and analysis.
How do I get a list of Grants in Podio?

Viewing detailed Grants information in a simple list format within Podio might be difficult. Coefficient pulls your Podio Grants object data into Excel, providing a clear list for easy review and analysis of your grant information.
How do I download Grants data from Podio?

Standard export options for Grants data in Podio might not meet your specific needs. Coefficient offers a direct way to download your Grants data into Excel with a live connection for easy refreshing and continued analysis.
How to automate importing Podio Grants to Excel daily?

Keeping up with changes to grant data manually requires constant effort. With Coefficient, you can set a daily schedule to automatically refresh your Podio Grants data in Excel, ensuring your reports are always based on the latest information.
How do I update Grants from Excel to Podio?

Updating grant details typically happens within Podio. For connectors that support it, Coefficient’s two-way sync feature lets you update data in your Excel sheet and push those changes back to the source system, streamlining your workflow.