How to Import Reference 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 Reference data into Excel using Coefficient to track relationships between items.

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

Bringing your Podio Reference data into Excel helps you track relationships between different items and understand how data is linked. Manually exporting this data is complex and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you the steps to easily import your Reference 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 Reference 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 Reference 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 Reference data

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

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

Extracting Reference data from Podio manually for analysis is challenging. Coefficient connects directly to Podio, allowing you to easily import live Reference data into Excel to track relationships between items and understand data links.
How do I get a list of Reference in Podio?

Getting a simple, complete list of all references and their connections from Podio might be difficult. Coefficient pulls your Podio Reference object data into Excel, providing a clear list to help you map relationships between items.
How do I download Reference data from Podio?

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

Manually tracking relationships between items daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Reference data in Excel, ensuring you stay updated on how your data is linked.
How do I update Reference from Excel to Podio?

Managing reference details typically happens within Podio by linking items. 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.