Import Your Companies Into Podio

Watch the video and then follow the steps below.

  • Click on the wrench in the app.
  • Click on Excel Import.

  • Click on Choose Excel file.

  • Click on My computer.
  • Click on Choose files.

  • Navigate to your file.
  • Click on the file.
  • Click on Choose.

Drag the fields from the excel file to their matching place in Podio.

  • Click on the date field to reveal the start and end dates.
  • Drag the field from the excel file to the start date.

  • Drag your keywords down into the tags field.
  • Click on Next.

  • Click Continue.

Make sure the key on the Name field looks like this so that it checks for any duplicates you may have missed in Daylite.

  • Scroll down and click on import.


You can check your excel file to make sure that the number of rows you are importing match the number of items being created. You will be notified that your data is being imported and you will receive a notification when it is complete.