Importing Data from MS Excel In Podio

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You can attach most common file types to your Podio app items. Adding files can be enabled or disabled via the app template - click the wrench icon at

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How do I upload to Podio?

You can attach most common file types to your Podio app items. Adding files can be enabled or disabled via the app template - click the wrench icon at the top of the field selector to find this option. When the option is enabled, you can click the "Add files" button at the bottom of any app item to attach a file.

You can attach the most common file types to your Podio app. Adding files can be allowed or disabled with the app template - click the wrench icon at the top of the field selector to get this option.

Once the option is enabled, you can click the "Install files" button at the bottom of any app item to paste the file.

If you are connected to a file sharing service, access your files from that service with the tabs on the left.

The Excel import tool lets you import your Excel spreadsheets to your Podio apps, giving you the ability to add more data to your apps in just a few steps. Make sure you have the data you want to add to the front page of your Excel document and keep the format clean and simple.

 

Click the wrench icon on the right of the app, then click on "Excel Import"

 

 

 

Here is a step-by-step video walk-through:

How to use the "key" function to avoid duplicates content in your apps.

To avoid importing duplicate items into your application, be sure to use a unique 'key' for the field, such as the title field. If you do this, Podio will not create duplicate items that already exist on that topic directly. Instead, it will first want to see if an object with that title exists, and if it does, it will update that object (instead of repeating it) if it does not already exist. will create something new.

 

When you select a relationship key icon, any of the corresponding items will be linked to the imported item. If the match is not found, a new item will be created in the related application.

 

 

 

Importing into Member camp

When assigning users a Podio members field, be sure to enable the Activity Member field field during the import process.

 

 

Importing large amounts from Excel

If you would like to import more than one value from Excel to the Podio field, you can use semicolon (;) as a separator for these values. This applies to category fields, contact fields, relationship fields, and tags.

To separate the Contact fields and relationship fields, use the semicolon (;) in conjunction with the line break.

 

Example:

 

"test1@company.com; test2@company.com" - This includes two contact emails or the same reference.

 

While

 

"test1@company.com;

 

test2@company.com "

 

This can add 2 email addresses to two contacts or references (due to line break).

 

If you are importing multiple values ​​into a relationship field, it is important that the field is connected to only one application. Import cannot manage multiple applications linked to the same field.

 

If anything went wrong

Suppose you entered the duplicate lines by mistake. Don't just try again. You can integrate your app (without content) and get the same app but without imported lines. You can also delete multiple lines with the bulk delete function.

 

Now, you can try again the import function in your new app and delete the old app with inappropriate content.

 

Known limitations

It is not currently possible to enter some data with null data. You can only change existing data with new data (e.g. ABC with XYZ new data).

When you import into relationship fields, you can only import into fields that target one application. The relationship fields that point to most applications cannot be used with Excel import.