How to Import Ratings Data from Podio into Excel

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

Learn how to import Podio Ratings data into Excel using Coefficient to analyze feedback and ratings.

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Bringing your Podio Ratings data into Excel helps you analyze feedback, track ratings, and gain insights into user opinions. 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 Ratings data from Podio into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Podio account.

  • Step 2:

    Step 2. Choose the Podio connector from the Import from… options.

  • Step 3:

    Step 3. Select the Ratings object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Podio Ratings into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
  6. Click “”Import from…”” and find the Podio connector. You will be guided through connecting your Podio account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Ratings data

Now you can pull your Ratings data into Excel.

  1. In the Coefficient sidebar for Podio, select to import from an **Object**.
  2. Choose the “”Ratings”” object from the list.
  3. Select the specific data fields related to your Ratings that you need in Excel.
  4. Apply any filters or sorting if required.
  5. Click the “”Import”” button to bring 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 Ratings data current without manual updates.

  1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
  2. Click the settings icon for refresh options.
  3. Select “”Schedule”” to set up automated updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
  5. Save your schedule. Your Ratings data will now update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Podio Objects

  • Alerts
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  • Applications
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  • Comments
  • Contacts
  • Conversations
  • Devices
  • Email
  • Embeds
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+29 more

Frequently Asked Questions

  • How to get Ratings from Podio?

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    Extracting Ratings data from Podio manually for analysis is time-consuming. Coefficient connects directly to Podio, allowing you to easily import live Ratings data into Excel for efficient analysis of feedback.

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

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    Viewing detailed Ratings information in a simple list format within Podio might be difficult. Coefficient pulls your Podio Ratings object data into Excel, providing a clear list for easy review and analysis of your ratings data.

  • How do I download Ratings data from Podio?

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    Standard export options for Ratings data in Podio might not meet your specific needs. Coefficient offers a direct way to download your Ratings data into Excel with a live connection for easy refreshing and continued analysis.

  • How to automate importing Podio Ratings to Excel daily?

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    Keeping up with daily changes to ratings manually requires constant effort. With Coefficient, you can set a daily schedule to automatically refresh your Podio Ratings data in Excel, ensuring your reports are always based on the latest information.

  • How do I update Ratings from Excel to Podio?

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    Updating rating details typically happens within Podio. For connectors that support it, Coefficient’s two-way sync feature lets you update data in your Excel sheet and push those changes back to the source system, simplifying your workflow.

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