Integrate Teamdeck with Podio

If you run your project management or HR in Podio, this integration keeps three things in step with Teamdeck: projects, vacations and bank holidays. You can also pick your people from a Podio workspace. Changes flow both ways, so you do not enter the same data twice.

Before you start

• You need the Owner role.
• Your workspace needs the Business Plan. Integrations settings are not available on the Startup Plan.
• You must be signed in with Podio and have access to the Podio organization, workspaces and apps you want to use. Without that, the Podio card is locked and shows a message.
• Know which Podio app holds each kind of data, and which fields hold the name, date and status.

Every part of the setup is optional. Configure only what you use.

Connect Podio

1. Go to Settings and open Integrations.
2. Open the Podio card.
3. Under Synchronize organization and resources, pick the Podio organization and then the Podio workspace. Teamdeck uses the workspace's members as a list of people you can add.
4. Continue with the parts below, then click Save.

Sync vacations

1. Open Synchronize vacations.
2. Pick the Podio workspace and the app where you store time off.
3. Pick the field that holds the person's name and the field that holds the vacation dates.

Teamdeck can only assign a vacation to a person who is linked to a Podio account. See "Link people to their Podio accounts" below. Only accepted vacations are sent to Podio.

Sync holidays

1. Open Synchronize holidays.
2. Pick the Podio workspace and the app where you store bank holidays.
3. Pick the field that holds the holiday name and the field that holds the date.
4. Pick the organization unit in Teamdeck that the holidays belong to. If you leave it empty, Teamdeck uses the default unit.

You do not need to link people for holidays, because holidays apply to the whole unit.

Sync projects

1. Open Synchronize projects.
2. Pick the Podio workspace and the app where you list projects.
3. Pick the field that holds the project name and the field that holds the status, such as "Status" or "Stage".
4. Choose which status value means Active and which means Archived.

Teamdeck then marks projects as active or archived based on your Podio data.

Save the integration

Check the overview of the parts you set up and click Save. After you save, changes made in Podio appear in Teamdeck, and new Teamdeck data is sent to Podio. Deleting an item in Podio removes it in Teamdeck. Deleting a project in Teamdeck does not delete it in Podio.

Link people to their Podio accounts

To send a person's vacations to Podio, link them to their Podio account.

1. Go to Settings and open People.
2. Add the person, or open their profile.
3. In the integrations area of the profile, switch on Podio.
4. Pick the person in the Podio member list. People already linked to someone else show "(already linked)".
5. Save the person.

Move historical data

Use this when you want to copy existing data once, in either direction.

1. Go to Settings and open Integrations.
2. Open Manually synchronize data between Teamdeck and Podio.
3. For vacations, holidays or projects, click PODIO TO TEAMDECK to move data from Podio into Teamdeck, or TEAMDECK TO PODIO to move data from Teamdeck to Podio.

The card shows a spinner and stays locked until the sync finishes. You get a notification at the end.

Remove the integration

Click Remove integration on the Podio card. The sync stops. Data already created stays where it is.

Troubleshooting

• The Podio card is locked. Sign in with Podio and make sure you have access to the Podio workspaces and apps. Only the Owner can change the integration.
• This integration is currently locked. Wait until synchronization is complete. A manual sync is running. You cannot edit or remove the integration, or start another sync, until it finishes.
• A vacation did not reach Podio. Check that the vacation is accepted and that the person is linked to a Podio account.