How to Import Integrations Data from Podio into Excel

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

Learn how to import Podio Integrations data into Excel using Coefficient to track and manage your connected services.

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Bringing your Podio Integrations data into Excel helps you track connected services, monitor their status, and manage your overall tech stack. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you the steps to easily import your Integrations 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 Integrations 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 Integrations into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. 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 Integrations data

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

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

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Integrations 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

Frequently Asked Questions

  • How to get Integrations from Podio?

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    Accessing detailed Integrations data from Podio manually for tracking and analysis is challenging. Coefficient connects directly to Podio, allowing you to easily import live Integrations data into Excel for efficient management and monitoring of your connected services.

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

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    Getting a simple, complete list of all integrations from Podio might be difficult. Coefficient pulls your Podio Integrations object data into Excel, providing a clear list to help you track and manage your connected services.

  • How do I download Integrations data from Podio?

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    Exporting Integrations data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Integrations data into Excel with a live connection for easy refreshing and continued analysis.

  • How to automate importing Podio Integrations to Excel daily?

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    Manually tracking integration status daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Integrations data in Excel, ensuring you stay updated on your tech stack connections.

  • How do I update Integrations from Excel to Podio?

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    Managing integration details typically happens within Podio or the integrated service. 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 management.

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