How to Import Notifications Data from Podio into Excel

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

Learn how to import Podio Notifications data into Excel using Coefficient to track important alerts and updates.

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Getting your Podio Notifications data into Excel helps you track important alerts, review updates, and manage your activity feed. 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 Notifications 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 Notifications 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 Notifications 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 Notifications data

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

  1. In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
  2. Find and select the “”Notifications”” object from the list.
  3. Choose the specific data fields from Notifications 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 Notifications 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 Notifications 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 Notifications from Podio?

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    Accessing detailed Notifications data from Podio manually for tracking is challenging. Coefficient connects directly to Podio, allowing you to easily import live Notifications data into Excel for efficient review and monitoring of your alerts and updates.

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

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    Getting a simple, complete list of all notifications from Podio might be difficult. Coefficient pulls your Podio Notifications object data into Excel, providing a clear list to help you track important alerts and updates.

  • How do I download Notifications data from Podio?

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

  • How to automate importing Podio Notifications to Excel daily?

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    Manually reviewing notification data daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Notifications data in Excel, ensuring you stay updated on important activity.

  • How do I update Notifications from Excel to Podio?

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    Managing notification preferences or marking them as read 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.

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