How to Import Users Data from Podio into Excel

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

Learn how to import Podio Users data into Excel using Coefficient to manage your user base.

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Bringing your Podio Users data into Excel helps you manage your user base, track user details, and analyze user activity. 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 Users 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 Users 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 Users 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 Users data

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

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

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    Accessing detailed Users data from Podio manually for management and analysis is challenging. Coefficient connects directly to Podio, allowing you to easily import live Users data into Excel for efficient tracking and management of your user base.

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

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    Getting a simple, complete list of all users in Podio might be difficult, especially with detailed fields. Coefficient pulls your Podio Users object data into Excel, providing a clear list to help you track and manage your user base.

  • How do I download Users data from Podio?

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

  • How to automate importing Podio Users to Excel daily?

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    Manually tracking user changes daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Users data in Excel, ensuring you stay updated on your user base.

  • How do I update Users from Excel to Podio?

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    Managing user details typically happens within Podio’s user management settings. 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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