Streamline your data management process with the CSV Online File + Podio integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Podio is a project management software designed to improve your collaboration performances. Podio helps you create and optimize an effective workflow for you and your team, thanks to multiple tools that allow you to make your business more efficient and profitable.

With Podio you can easily define the processes you need to manage your entire projects, from start to end. Whenever you need it, Podio gives you a detailed overview of your projects, which allows you to understand what’s the next task for your team. By doing so, you’ll be able in every moment to take the right decisions for your business, and manage it properly.

Easy to use Podio is very easy and intuitive. This is important, because your entire teem have access to it. You can assign roles and jobs to your team members, which enables them to visualize their task or assign a task to other employees. Integrated CRM With Podio, you have access to the integrated CRM, which enables you to manage your customer relationship, engage your prospects in the right moment, send customized emails and much more.