Podio

A guide on how to connect your Podio account to Plecto to display your business metrics in real time.

Last updated: March 14, 2022

Permission requirements

You need to be a Global Admin or have full permission to work with the Data sources feature in Plecto. In addition, you need to be an admin in Podio and have the add_hook and view_members rights.

Our integration to Podio works differently than our integrations with other systems. Since you can create many different apps in Podio, there isn't a set number of data types you can import to Plecto – we integrate with everything. The data you can import depends on your apps in Podio.

Podio integration page

Visit our Podio integration page to find more detailed information on the update frequencies, custom field support, automatic data deletion, and more.

  1. Go to Data management > Data sources > + New data source.
  2. Select Podio from the list. You will be asked to log in to your Podio account. Click "Next" to continue.
  3. Click "Grant access" to give Plecto access to your Podio account.
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4. Now choose a workspace you want to import data from.

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5. Lastly, select the data types you want to import to Plecto and click "Next." Plecto will create one data source for each data type you import.

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You have now connected your Podio data to Plecto. Find the list of your data sources in Data management > Data sources, or go to KPI management > Formulas to start building your formulas.

Tip – Import more data

To help you get started, Plecto imports a month's worth of data automatically. If you want to import more data, open your data source settings and click "Import more data." For more help, follow this guide: Manual Refresh and Import of Data.

Do you want to import App References into Plecto to show fields from related apps in Podio? Currently, we only import the number of related items and not App References. It means that you will only see a decimal number in the App Reference field.

However, there is a workaround – all you need is to create a calculation field in Podio. Calculation fields allow you to do calculations and link the values from different fields (for example, customer names and sales). For more help, read Podio's guide on Calculations. Here's how to link values from different fields:


Step 1: Go to your Podio account
  1. Log in to your Podio account.
  2. Open a workspace and click on the "Projects" icon in the upper-left side of the screen. Podio will open all the projects in this workspace.
  3. Click on the wrench icon next to Projects, then click "Modify Template."
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4. In the Fields list on the left, select "Calculation" and drag it to the right side of the screen.

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5. Type @ and select fields from your related apps. Here's an example of a calculation: @ValueA+@ValueB. You can also add text fields and link them together. Read more in Podio's article on Calculations.
6. Click "Done."


Step 2: Go to your Plecto account
  1. Go to Data managementData sources and open your Podio data source settings.
  2. Click "Update fields."
  3. Find the new field names (all the fields you added to Calculation in Podio) and select them so that you see a blue checkbox next to the field name.
  4. Click "Save."
  5. Finally, on the same Settings page, click Import more data" and choose a date from when Plecto should import your data. This will ensure that there's data in your newly added fields.
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That's all! You can now open your data source, and you'll see the new fields and their values.

Calculation fields

Due to the way Podio handles the Calculation field type, it–and the added variables–won't update in Plecto automatically. To solve this, you can have a different field (not Calculation) update in Podio whenever the Calculation field is updated, which will trigger the update in Plecto.

Each line in your data source in Plecto represents an activity, which must be linked to an employee. This is why there must always be a contact field in your Podio app, where you choose which employee should be assigned to each activity.

Step 1: Add a contact/member field in Podio
  1. Open a workspace and click on the "Projects" icon.
  2. Click on the wrench icon next to Projects, then click "Modify Template."
  3. Choose the Contact field and add it to your app by dragging it to the right side.
  4. Click "Done."

Now you can assign each of your employees to an activity in Podio.

Step 2: Add the Contact field as the employee in Plecto
  1. Open your Podio data source settings under Data management > Data sources.
  2. Find the field "Use this field as the member in Plecto" and choose "Contact." If you renamed the field in Podio, choose the option that matches that field.
  3. Click "Save" in the bottom-right corner.
  4. Click "Import more data" to run a manual import. This will make sure all the historical data gets updated in your data source.

If you see "Podio Deleted User" in the employee field in your Plecto data source, it means that nobody is assigned to the activity in your Podio app – the Contact field in your Podio item is empty.

To see your employees instead, open your Podio workspace and add the missing employees to the Contact field on all items that don't have an employee. Once all employees are added, they will automatically get updated in Plecto.

Tip – Set the Contact field as a required field

Make the Contact field a required field in Podio so that it always gets filled out. To set a field as required, open the Modify Template settings, click on the field icon in the template, then select "Required field." There you can also add other options, such as "Hidden if empty," "Always hidden," add help text, and more.

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