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
Frequently Asked Questions
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