How to Import Status Data from Podio into Excel

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

Learn how to import Podio Status data into Excel using Coefficient to track updates and activity.

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Bringing your Podio Status data into Excel helps you track updates, monitor activity, and get an overview of recent changes. 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 Status 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 Status 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 Status 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 Status data

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

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

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    Accessing detailed Status data from Podio manually for tracking is challenging. Coefficient connects directly to Podio, allowing you to easily import live Status data into Excel for efficient monitoring and analysis of activity updates.

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

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    Getting a simple, complete list of all status updates from Podio might be difficult. Coefficient pulls your Podio Status object data into Excel, providing a clear list to help you track recent activity across your workspace.

  • How do I download Status data from Podio?

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

  • How to automate importing Podio Status to Excel daily?

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    Manually tracking status updates daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Status data in Excel, ensuring you stay updated on recent activity.

  • How do I update Status from Excel to Podio?

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    Managing status updates 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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