Using our Podio integration it is possible to display:
- Any app
Useful facts about Podio:
Supports Custom Fields?
Supported Member Fields:
NB. When you set up your Podio data source in Plecto, please make sure that you are an administrator in Podio, and that you have the following rights: add_hook og view_members.
Tips and tricks:
How to import App References to Plecto in order to show fields from related apps:
For now, Plecto cannot import App References. We only import the number of related items. This means that you will find only a decimal number in that field.
Let's say you have an app with customer names and another app with sales, and you will like to relate your sales to the customer's name, Plecto will only import the number of related data (1 or 1,0).
But there is a workaround to this - so do not despair 😃
You will need to create a calculation field in Podio in order to show fields from related apps.
Calculation fields can be used to easily manipulate the data added to your apps. This tool not only allows you to perform mathematical calculations on the numbers in your app, but also lets you link the values in certain fields together (like the above scenario).
This guide will in a few steps demonstrate how to link values in certain fields together:
1) Go to your Podio account.
- Open your app and click on the wrench icon.
- Click 'Modify template'.
- Select 'Calculation field'.
- Now write '@' and you will see a list of fields from each related app you can select. If you allow multiple related items, they will be called 'All of [field name]'.
- Select the field from the related app you want to see, and if it says 'All of' you can append '' to the end to use the first item.
2) Go to your Plecto account.
- Go to 'Data Management' > 'Data sources'.
- Click 'Settings' on your Podio data source.
- Click 'Update fields', find the new field name from Podio and mark it.
- Click on 'Import more data', and run a re-import of your data from your chosen time range.
- View registrations, and you will now see your new field and its values in your data set.
Need more help?
Here is a guide from Podio on how to create calculation fields.
Please do not hesitate to get in touch with our support team via our in-app chat or by e-mail: email@example.com