Importing your Podio Organizations data into Excel helps you manage company information, analyze client lists, and integrate data with other reports. Manually exporting this data is slow and quickly becomes outdated.
Coefficient provides a live link that automatically refreshes your data.
This guide shows you how to easily import your Organizations data from Podio into Excel.
TLDR
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Step 1:
Step 1. Install Coefficient in Excel and connect your Podio account.
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Step 2:
Step 2. Select the Podio connector using Import from….
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Step 3:
Step 3. Choose the Organizations object and select the fields you need.
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Step 4:
Step 4. Import the data and set up auto-refresh for live updates.
Step-by-step guide to importing Podio Organizations 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’ll be guided to log in and connect your Podio account.

Step 2: Import the Organizations data
Now that you’re connected, let’s get the data.
- In the Coefficient sidebar for Podio, choose to import from an **Object**.
- Find and select the “”Organizations”” object from the list.
- Choose the specific organization fields you want to bring into Excel.
- Apply any filters or sorting needed for your data.
- Click the “”Import”” button to pull the data into Excel.

Step 3: Set up auto-refresh (Optional)
Keep your Organizations data current without manual effort.
- After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
- Click the refresh options icon.
- Choose “”Schedule”” to set up automatic refreshes.
- Select how often you want the data to update (e.g., daily) and pick a time.
- Save your schedule. Your Organizations data will now update on its own.

Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files
Frequently Asked Questions
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