Read and Write Data from Podio Contact Records
The Podio Contacts Data Sync connector can be used to read and write contacts from a workspace.
Connection
Data Sync connects to Podio via the Podio OAuth 2.0 protocol, this requires an API Key combination of Client ID and Client Secret. Out of the box Data Sync has internal copies of our Keys it is recommend that for production use you generate your own keys this is because each key has it's own API limits.
Generate API Key
Within your Podio account settings under API Keys create a new application and keep note of the Client ID and Client Secret.
Connecting in Data Sync
It's recommended to use the Data Sync connection library with Podio since these keys need refreshing from time to time and it's much easier to setup this authentication once and re-use it.
To create your initial Connection locate the Podio Contacts connector and enter the connection details as follows
- Your API Client ID and Client Secret
- Your credentials, click on the
...to sign into Podio and authorise the application to connect. - Select an existing space to connect to
- Press Connect & Create Library Connection to connect to this app and create a library connection you can reuse.
Granting Access to Podio
When you click onto the ellipsis in the credentials field this will open a browser window where you need to sign in to your Podio space and then grant access to the API Key you have created (or the inbuilt Data Sync API keys).
In this example the application name was configured to be Data Sync.
Once you have granted access please navigate back to Data Sync where it will now show Connected in the credentials field. You can now select a workspace to connect to and click Connect & Create Library Connection to connect and save the connection.
Connection Library
If you have already connected to Podio and just wish to connect to Contacts then you can do so from the connection library window.
Expand your Podio connection and navigate to the workspace you want to connect to. You can then either drag and drop the contacts onto the source or target window or right click onto it and select Connect to Source (A) or Connect to Target (B).
