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Frequently Asked Questions

GENERAL

What fields can be displayed in the sidebar?

All the Podio standards fields - Text, Category, Date, Relationship, Contact, Phone, Email, Number, Link, Image, Money, Progress, Calculation, Location, and Duration - can be displayed.

Are there any required fields for this to work?

Yes. An Email Field Type is required as this is the field that we will be using to search for an item in your chosen app. Make sure that your chosen app has one.

GUIDES & HOW TO

How to get Podio App ID and Token?

Here's a quick guide on how to get your Podio App ID and Token.
(1) Go to your app on Podio;
(2) Click the little wrench in the sidebar;
(3) Select the "Developer" option.
 
If you do not have access to your app's Developer option, please contact your Podio administrator.
 
See this visual guide for your convenience.