How to Import Grants Data from Podio into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Import your Podio Grants data into Google Sheets using Coefficient to manage user permissions and track access control within your workspaces.

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Bringing your Podio Grants data into Google Sheets helps you manage user permissions, track access levels, and ensure proper control over your workspace data.

Stop manually verifying access rights within Podio settings.

Learn how to quickly import your Grants data from Podio to Google Sheets using the Coefficient add-on in this simple guide.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Google Sheets and connect your Podio account.

  • Step 2:

    Step 2. Select Import from Objects and choose the Grants object.

  • Step 3:

    Step 3. Select the grant details you need and import the data into your sheet.

  • Step 4:

    Step 4. Configure auto-refresh to keep your grants data updated automatically.

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Here’s how to pull your Podio grants data directly into Google Sheets with Coefficient.

Step 1: Install Coefficient and Connect to Podio

Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace

Once installed, open Coefficient from the Extensions menu. Click “”Import from…”” and look for Podio. Follow the prompts to connect your Podio account securely.

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

Step 2: Select Your Object

In the Coefficient sidebar, choose “”Import from Objects””.

Browse the list of Podio objects and select “”Grants””.

Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Configure and Import Data

Refine the grants data you’re importing. Select specific columns like user, workspace, access level, and granted by. Apply filters if needed based on user or access level.

Click the “”Import”” button, and your Podio grants data will appear in your Google Sheet.

Auto_refresh options for imported data with daily, hourly, and weekly scheduling.

Step 4: (Optional) Set Up Auto-Refresh

Keep your access control documentation current by setting up auto-refresh for your import.

In the Coefficient sidebar for your import configuration, toggle on “”Auto Refresh””. Choose a schedule (like hourly or daily) to automatically update the grants data. You can also set up email notifications.

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 Grants from Podio?

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    Connect Podio to Google Sheets with Coefficient to easily import live Grants data, helping you manage user permissions and access.

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

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    Use Coefficient to pull a complete list of Grants from Podio into Google Sheets for straightforward review and documentation of access control.

  • How do I import Grants from Google Sheets to Podio?

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    Coefficient supports pushing data back to Podio, allowing you to create or update Grant details directly from your Google Sheet.

  • How to automate importing Podio Grants to Google Sheets daily?

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    Set up a daily auto-refresh in Coefficient for your Grants import. Your Google Sheet will update with the latest grant data automatically each day.

  • How do I download Grants data from Podio?

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    Instead of a one-time download, use Coefficient to create a live connection that automatically updates your Grants data in Google Sheets.

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