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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.”
Bringing your Podio Reminders data into Excel helps you track your set reminders, manage follow-ups, and get an overview of important actions. 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 Reminders 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. Use Import from… to select the Podio connector.
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Step 3:
Step 3. Choose the Reminders object and select the fields you need.
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Step 4:
Step 4. Import the data into your sheet and set up auto-refresh.
Step-by-step guide to importing Podio Reminders 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.
Step 2: Import the Reminders data
With the connection ready, you can now bring in your Reminders data.
- In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
- Find and select the “”Reminders”” object from the list.
- Choose the specific data fields from Reminders that you want in your Excel sheet.
- Apply any filters or sorting if needed.
- Click “”Import”” to pull the data into your sheet.
Step 3: Set up auto-refresh (Optional)
Keep your Reminders 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 Reminders data will update automatically.
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 Reminders from Podio?
Accessing detailed Reminders data from Podio manually for tracking is challenging. Coefficient connects directly to Podio, allowing you to easily import live Reminders data into Excel for efficient management and monitoring of your follow-ups.
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How do I get a list of Reminders in Podio?
Getting a simple, complete list of all reminders from Podio might be difficult. Coefficient pulls your Podio Reminders object data into Excel, providing a clear list to help you track and manage your reminders.
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How do I download Reminders data from Podio?
Exporting Reminders data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Reminders data into Excel with a live connection for easy refreshing and continued analysis.
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How to automate importing Podio Reminders to Excel daily?
Manually tracking reminders daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Reminders data in Excel, ensuring you stay updated on important follow-ups.
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How do I update Reminders from Excel to Podio?
Managing reminder 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.
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