How to Import Voting Data from Podio into Excel

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

Learn how to import Podio Voting data into Excel using Coefficient to analyze voting results.

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Bringing your Podio Voting data into Excel helps you analyze voting results, track participation, and gain insights from polls. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you how to easily import your Voting 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 Voting 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 Voting 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 Voting data

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

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

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    Accessing detailed Voting data from Podio manually for analysis is challenging. Coefficient connects directly to Podio, allowing you to easily import live Voting data into Excel for efficient analysis of results and participation.

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

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    Getting a simple, complete list of all voting records from Podio might be difficult. Coefficient pulls your Podio Voting object data into Excel, providing a clear list to help you track and analyze voting activity.

  • How do I download Voting data from Podio?

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

  • How to automate importing Podio Voting to Excel daily?

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    Manually tracking voting results daily is inefficient. With Coefficient, you can set a daily schedule to automatically refresh your Podio Voting data in Excel, ensuring your reports are always based on the latest information.

  • How do I update Voting from Excel to Podio?

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    Managing voting data typically happens within Podio’s voting features. 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, although Voting data is generally for historical analysis.

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