How to Import Recurrence Data from Podio into Excel

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

Learn how to import Podio Recurrence data into Excel using Coefficient to track recurring tasks and events.

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How to Import Recurrence Data from Podio into Excel
- Step-by-step guide to importing Podio Recurrence into Excel

Bringing your Podio Recurrence data into Excel helps you track recurring tasks, scheduled events, and manage repeating workflows. 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 Recurrence 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 Recurrence 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 Recurrence 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Recurrence data

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

In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
Find and select the “”Recurrence”” object from the list.
Choose the specific data fields from Recurrence that you want in your Excel sheet.
Apply any filters or sorting if needed.
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 Recurrence 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 Recurrence 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

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Frequently Asked Questions

How to get Recurrence from Podio?

Accessing detailed Recurrence data from Podio manually for tracking is challenging. Coefficient connects directly to Podio, allowing you to easily import live Recurrence data into Excel for efficient management and monitoring of recurring tasks and events.
How do I get a list of Recurrence in Podio?

Getting a simple, complete list of all recurrence patterns from Podio might be difficult. Coefficient pulls your Podio Recurrence object data into Excel, providing a clear list to help you track and manage repeating workflows.
How do I download Recurrence data from Podio?

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

Manually tracking recurring items daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Recurrence data in Excel, ensuring you stay updated on scheduled tasks and events.
How do I update Recurrence from Excel to Podio?

Managing recurrence details 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.