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Domo

Podio Connector

Version 2

 

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=podio

Intro

Citrix Podio is a cloud-based collaboration service that supplies a web-based platform for organizing team communication, business processes, data, and content in project management workspaces. Use Domo's Podio connector to retrieve data about contacts, notifications, exported items, app market categories, files, and much more. To learn more about the Podio API, visit their page (https://developers.podio.com/).

You connect to your Podio account in the Data Center. This topic discusses the fields and menus that are specific to the Podio connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Podio account and create a DataSet, you must have the email address you used to register for Podio as well as a Podio password. Alternatively, if you have signed into Podio using ShareFile, Google, Facebook, or Microsoft credentials, you can connect using those credentials. 

Connecting to Your Podio Account

This section enumerates the options in the Credentials and Details panes in the Podio Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

The Domo Podio connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Podio accounts in Domo) to open the Podio OAuth screen where you can enter your Podio email address and password. Alternatively, if you have signed into Podio using ShareFile, Google, Facebook, or Microsoft credentials, you can connect using those credentials. Once you have entered valid credentials, you can use the same account any time you go to create a new Podio DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Note: If you are already logged into Podio when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Podio.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Podio report you want to run. The following reports are available:

App Market Categories Functional

Returns functional app market categories available in the system.

App Market Categories Vertical

Returns vertical app market categories available in the system.

App Market Own Shares

Returns all the apps that the active user has shared.

App Stream

Returns the stream for the selected app.

App Voting

Returns app voting information.

Batches

Returns the batches created by the user, sorted by descending date of creation.

Calendar Summary

Returns the calendar summary for the authenticated user.

Contact Skills

Returns the skills of related contacts, ordered by most frequently used.

Contacts

Returns a list of contacts.

Email Groups

Returns the subscription status for all email groups.

Export Items

Returns a list of exported items.

Files

Returns a list of files for the selected criteria.

Forms

Returns a list of active forms on the selected app.

Global Calendar Exports

Returns exports configured for the global calendar.

Integration

Returns integration data for the selected app.

Items

Returns a list of items.

Notifications

Returns a list of notifications based on the selected filters.

Organization Contacts

Returns the profiles of the user's contacts in the given organization.

Profile

Returns the status of the authenticated user.

Search

Returns data based on a search of all items, files, and tasks.

Space Members

Returns the members of the selected space.

Task Labels

Returns the user's task labels.

Tasks

Returns a list of tasks for the selected filters.

Total Contacts Count

Returns the total number of contacts for the authenticated user.

User

Returns data for the authenticated user.

User Contacts

Returns a list of contacts for the authenticated user.

Voting Results

Returns the results of voting on an item.

Organization

Select the organization you want to retrieve data for.

Spaces

Select the spaces you want to retrieve data for.

Application

Select the application you want to retrieve data for.

View ID

Select the view ID you want to retrieve data for.

Item ID

Select the item ID you want to retrieve data for.

Query

Enter the search term you want to retrieve data for.

Type

Select whether to retrieve data on app or pack shares.

Subreport

Select a subreport for the selected report type. 

Other Panes 

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.