)
Written by
Table of Contents
“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 Linked Accounts data into Excel helps you track connected external accounts and manage your integrated services. Manually accessing this data is not efficient and it quickly becomes old.
Coefficient offers a live connection for automatic data updates.
This guide shows you how to easily import your Linked Accounts 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 Linked Accounts 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 Linked Accounts 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 Linked Accounts data
With the connection ready, you can now bring in your Linked Accounts data.
- In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
- Find and select the “”Linked Accounts”” object from the list.
- Choose the specific data fields from Linked Accounts 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 Linked Accounts 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 Linked Accounts 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
-
How to get Linked Accounts from Podio?
Accessing detailed Linked Accounts data from Podio manually for tracking is challenging. Coefficient connects directly to Podio, allowing you to easily import live Linked Accounts data into Excel for efficient management and monitoring of your connected external services.
-
How do I get a list of Linked Accounts in Podio?
Getting a simple, complete list of all linked accounts from Podio might be difficult. Coefficient pulls your Podio Linked Accounts object data into Excel, providing a clear list to help you track and manage your connected services.
-
How do I download Linked Accounts data from Podio?
Exporting Linked Accounts data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Linked Accounts data into Excel with a live connection for easy refreshing and continued analysis.
-
How to automate importing Podio Linked Accounts to Excel daily?
Manually tracking linked account status daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Linked Accounts data in Excel, ensuring you stay updated on your external connections.
-
How do I update Linked Accounts from Excel to Podio?
Managing linked account details typically happens within Podio or the connected external 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.
Trusted By Over 50,000 Companies
