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Table of contents

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 you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.