Podio

Overview

About Podio

Podio is the CRM and project management tool used to streamline and align all content, conversations, and processes into one collaboration point.

Automatic Data Synchronization

You can schedule automatic synchronizations to have your data extracted hourly, daily, weekly, or monthly depending on your needs.

Available Metrics

Currently, there four datasets: App Values, Apps, Contacts, and Spaces available in Dataddo with these metrics.

Limits

For more information about all limitations for API calls, check Podio's official documentation.

How to Create a New Data Source

  1. Sign in to your Dataddo account and click on Sources at the top of the page. 
  2. Click on Create Source in the top right corner.
  3. Select the connector from the list of sources. You can type the name of the connector into the search bar to find it faster.
  4. First, select the required Dataset and click on Next.

    NOTE: If you are not sure which Dataset you need, but you know which Metrics and Attributes you are looking for, you can use the Search by Name or Attribute function or you can browse through all the possible Attributes and Metrics for each Dataset by clicking on the specific Dataset.

  5. From the drop-down menu, choose your Account connected to Dataddo. Click on Next to continue with the setup.
    1. Didn't find your account?
      If you want to connect a new account that is not on the list, click on Add New Account at the bottom of the drop-down. You will be redirected to the authorization/sign-in page to confirm the right account. Once you confirm, you will be redirected back to the Dataddo app.
    2. Authorize Your Account
      If you have not authorized your Account with Dataddo, click on Add New Account and you will be redirected to the authorization/sign-in page.
    3. After you log in and give Dataddo the necessary permissions to access your data, you will be redirected back to the connector.

  6. Choose a Name for your Data Source, and select the Metrics and Attributes. To continue to the next page, click Next.

    NOTE:
    The Metrics and Attributes depend on the Dataset you selected in the previous step. If you need different Metrics and Attributes, go back two steps and change the Dataset.
  7. Configure your snapshotting preferences by choosing your Date range*, Sync type, Sync frequency, Time, and Timezone. Confirm your setup by clicking on Next.

    *If the Data range is available to select, you can load historical data. Read more in our guide.

    • Date range - we recommend a smaller date range. If you need to load historical data, check our guide.
    • Invalid metrics, attributes or breakdowns, or their combination - you may not have any values for them.

      Before saving the source, you can see a preview of your data by clicking on the Preview button. you can adjust the date range to a more specific view.

      Also, you can see the full list of the metrics you selected by clicking on Show all Metrics and attributes, in the left navigation.

      Broken View / Error Message

      If you cannot see a preview of your data, go back a few steps and check your setup. The most common causes are:

  8. Click on Save and your new Data Source is ready.

Congratulations, your new Data Source is ready!


Need assistance?

Feel free to contact us or create a ticket and we will help you with the setup. To speed the process of resolving your ticket, make sure you provide us with sufficient information.