How to Import Spaces Data from Podio into Excel

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

Learn how to import Podio Spaces data into Excel using Coefficient to manage your workspaces.

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Bringing your Podio Spaces data into Excel helps you manage your workspaces, track their settings, and get an overview of your Podio setup. 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 Spaces 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 Spaces 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 Spaces into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. 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 Spaces data

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

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

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Spaces 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

Frequently Asked Questions

  • How to get Spaces from Podio?

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    Accessing detailed Spaces data from Podio manually for management is challenging. Coefficient connects directly to Podio, allowing you to easily import live Spaces data into Excel for efficient management and overview of your workspaces.

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

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    Getting a simple, complete list of all your spaces in Podio might be difficult. Coefficient pulls your Podio Spaces object data into Excel, providing a clear list to help you track and manage your workspaces.

  • How do I download Spaces data from Podio?

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

  • How to automate importing Podio Spaces to Excel daily?

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    Manually tracking changes to your spaces daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Spaces data in Excel, ensuring you stay updated on your workspace setup.

  • How do I update Spaces from Excel to Podio?

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    Managing space details and settings 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 management.

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