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“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.”
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 Manually exporting this data is slow and quickly becomes outdated.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
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
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How to get Organizations from Podio?
Manually exporting Organizations data from Podio for management can be a hassle. Coefficient connects directly to Podio, letting you easily import live Organizations data into Excel for managing your company lists and outreach.
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How do I get a list of Organizations in Podio?
Getting a simple, exportable list of all your organizations from Podio might require specific steps. Coefficient pulls your Podio Organizations object data into Excel, providing a clear list to help you manage your company information.
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How do I download Organizations data from Podio?
Exporting Organizations data directly from Podio may not provide the format you need. Coefficient offers a straightforward way to download your Organizations data into Excel with a live connection for easy refreshing and ongoing list management.
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How to automate importing Podio Organizations to Excel daily?
Keeping your organization lists updated in Excel manually is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Organizations data in Excel, ensuring your sheet is always current.
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How do I update Organizations from Excel to Podio?
Updating organization information typically happens within Podio. Coefficient supports two-way sync for many connectors, allowing you to update Organizations data in your Excel sheet and push those changes back to Podio, streamlining your organization management.
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