Importing your Podio Tasks data into Excel helps you manage assignments, track progress, and analyze workload. Manually exporting tasks is slow and they quickly become outdated.
Coefficient provides a live link that automatically refreshes your data.
This guide shows you how to easily import your Tasks data from Podio into Excel.
TLDR
-
Step 1:
Step 1. Install Coefficient in Excel and connect your Podio account.
-
Step 2:
Step 2. Select the Podio connector using Import from….
-
Step 3:
Step 3. Choose the Tasks object and select the fields you need.
-
Step 4:
Step 4. Import the data and set up auto-refresh for live updates.
Step-by-step guide to importing Podio Tasks into Excel
Step 1: Install and connect Coefficient
You need Coefficient installed in your Excel application.
- Open Excel.
- Go to the Insert tab.
- Click Get Add-ins.
- Search for “”Coefficient”” and install it from the Office Add-ins store.
- Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
- Click “”Import from…”” and find the Podio connector. You’ll be guided to log in and connect your Podio account.

Step 2: Import the Tasks data
Now that you’re connected, let’s get the data.
- In the Coefficient sidebar for Podio, choose to import from an **Object**.
- Find and select the “”Tasks”” object from the list.
- Choose the specific task fields you want to bring into Excel.
- Apply any filters or sorting needed for your data.
- Click the “”Import”” button to pull the data into Excel.

Step 3: Set up auto-refresh (Optional)
Keep your Tasks data current without manual effort.
- After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
- Click the refresh options icon.
- Choose “”Schedule”” to set up automatic refreshes.
- Select how often you want the data to update (e.g., daily) and pick a time.
- Save your schedule. Your Tasks data will now update on its own.

Available Podio Objects
- Alerts
- App market
- Applications
- Batch
- Calendar
- Comments
- Contacts
- Conversations
- Devices
- Embeds
- Files
Frequently Asked Questions
Trusted By Over 50,000 Companies