How to Import Widgets Data from Podio into Excel

Bringing your Podio Widgets data into Excel helps you track your dashboard widgets, manage their settings, and get an overview of your dashboards. 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 Widgets data from Podio into Excel.

Step-by-step guide to importing Podio Widgets into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

1. Open Excel.
2. Go to the Insert tab.
3. Click Get Add-ins.
4. Search for “”Coefficient”” and install it from the Office Add-ins store.
5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
6. Click “”Import from…”” and find the Podio connector. You will be guided through connecting your Podio account.

Step 2: Import the Widgets data

Now you can pull your Widgets data into Excel.

1. In the Coefficient sidebar for Podio, select to import from an **Object**.
2. Choose the “”Widgets”” object from the list.
3. Select the specific data fields related to your Widgets that you need in Excel.
4. Apply any filters or sorting if required.
5. Click the “”Import”” button to bring the data into your sheet.

Step 3: Set up auto-refresh (Optional)

Keep your Widgets data current without manual updates.

1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
2. Click the settings icon for refresh options.
3. Select “”Schedule”” to set up automated updates.
4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
5. Save your schedule. Your Widgets data will now update automatically.