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How to integrate Podio with Plecto

  1. Go to Data management > Data sources > + New data source > Podio.

  2. Click Next and log in to your Podio account.

  3. Click Grant access to give Plecto read access to your data.

  4. Select a workspace you want to import data from.

  5. Select the data types you want to import.

  6. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  7. Click Next to finish and import your data.