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Podio Best Practice - Importing to Update Items
In this episode, Nick Baldo discusses how to leverage Podio's unique ID stamping for efficient real estate investment management. He delves into importing items, status field handling, and integrating GlobiFlow for automation. Nick also discusses Podio's restrictions and prepares listeners for a second import, concluding with an invitation for audience engagement.
End to End Podio Training: https://www.incomedigs.com/pcc
Link to Momentum Tools: https://bit.ly/IDformtool
Check out our Podio Templates: https://bit.ly/3pE4DBt
Enroll in Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
I do this on every single Podio build! Importing data is actually the fastest and easiest way to update a bunch of Podio data all at once. Learn how to “stamp” the unique ID of a Podio item so that you can use it as a primary key upon importing.
(0:00) Introduction to the episode and the topic: Using a manually stamped unique ID in Podio
(1:06) Importing new items into Podio and handling the status field
(2:52) Best practice: Using a unique ID in Podio
(4:28) Integrating GlobiFlow to automate the unique ID stamping
(7:37) Preparing for the second import and updating items
(9:47) Important note: Podio's restrictions on unique ID and primary key
(11:43) Conclusion and importance of this best practice
(12:08) Invitation to engage with comments and questions
(12:30) Promotion: Upcoming Podio crash course and incomedigs.com resources
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By Nick BaldoIn this episode, Nick Baldo discusses how to leverage Podio's unique ID stamping for efficient real estate investment management. He delves into importing items, status field handling, and integrating GlobiFlow for automation. Nick also discusses Podio's restrictions and prepares listeners for a second import, concluding with an invitation for audience engagement.
End to End Podio Training: https://www.incomedigs.com/pcc
Link to Momentum Tools: https://bit.ly/IDformtool
Check out our Podio Templates: https://bit.ly/3pE4DBt
Enroll in Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
I do this on every single Podio build! Importing data is actually the fastest and easiest way to update a bunch of Podio data all at once. Learn how to “stamp” the unique ID of a Podio item so that you can use it as a primary key upon importing.
(0:00) Introduction to the episode and the topic: Using a manually stamped unique ID in Podio
(1:06) Importing new items into Podio and handling the status field
(2:52) Best practice: Using a unique ID in Podio
(4:28) Integrating GlobiFlow to automate the unique ID stamping
(7:37) Preparing for the second import and updating items
(9:47) Important note: Podio's restrictions on unique ID and primary key
(11:43) Conclusion and importance of this best practice
(12:08) Invitation to engage with comments and questions
(12:30) Promotion: Upcoming Podio crash course and incomedigs.com resources