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

Last updated: Feb. 7, 2023

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 with 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.
Podio - Authorize

4. Now choose a workspace you want to import data from.

Podio - Select Workspace

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.

Podio - Select Data Types

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

You can import data to Plecto that comes from a related Podio application. For example, you might have a related field called Account reference in your Leads app. If you want to import the account references together with leads in Plecto, you have to add a calculation field to your Podio app template.

Calculation fields allow you to do calculations and link the values from different fields. Follow the steps below to get data from a calculation field from Podio to Plecto. For more info, read Podio's guide on Calculations.

Step 1: Create a Calculation field in Podio
  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.
Podio - Modify Template

4. In the Fields list on the left, select Calculation and drag it to the right side of the screen.

Podio - Calculation Field

5. Type @ and select fields from your related apps. Here's an example of a calculation: @ValueA + @ValueB. If the related field is text, use the following workaround: @[Company reference] + " ". Otherwise, Plecto will import your related field values as decimal numbers.

6. Click Done.

Calculation field workaround for related fields

By default, Plecto imports your related items as a decimal numbers. You can create a workaround to see your app references (for example, account reference, company name) by adding a + " " to the item in the calculation field in Podio. For example, @Company name + " ". This will ensure that Plecto shows text in this field in your data source.

Step 2: Update your Plecto data source
  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, 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.
Podio - Data Source Settings

That's all! You can now open your data source, and you'll see the new fields and their values.

Updating 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. Go to Data management > Data sources and open your Podio data source settings.
  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 the employee names in Plecto, 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.

You can choose multiple options in one field in Podio. If you import a multi-line field, you will most likely see something like <p> and </p> in your Plecto data source because Plecto can only import one item per registration. To remove these, change the field type in Podio to single line. You can change the field settings when modifying an app template in Podio.

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