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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 Views data into Excel helps you analyze your saved views, track their settings, and manage how you filter and display data. 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 Views 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 Views 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 Views 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 Views data
With the connection ready, you can now bring in your Views data.
- In the Coefficient sidebar for the Podio connector, choose to import from an **Object**.
- Find and select the “”Views”” object from the list.
- Choose the specific data fields from Views 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 Views 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 Views 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 Views from Podio?
Accessing detailed Views data from Podio manually for analysis is challenging. Coefficient connects directly to Podio, allowing you to easily import live Views data into Excel for efficient analysis and management of your saved views.
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How do I get a list of Views in Podio?
Getting a simple, complete list of all your saved views from Podio might be difficult. Coefficient pulls your Podio Views object data into Excel, providing a clear list to help you track and manage how you filter and display data.
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How do I download Views data from Podio?
Exporting Views data directly from Podio may not offer flexible options for your needs. Coefficient provides a straightforward way to download your Views data into Excel with a live connection for easy refreshing and continued analysis.
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How to automate importing Podio Views to Excel daily?
Manually tracking changes to your saved views daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Views data in Excel, ensuring you stay updated on your data filtering setup.
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How do I update Views from Excel to Podio?
Managing view details and settings typically happens within Podio’s view configuration. 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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