Moving off Podio: a migration checklist for wholesalers.
Leaving Podio is mostly a data decision, not a software one. Decide what history you keep, carry lead source through to every closed deal, plan for what Podio's Excel export leaves out, and test with 50 records before you move the rest. The checklist below covers it in ten steps.
Signs you've outgrown your current setup
Check the ones that are true
☐ Monday numbers get rebuilt in a spreadsheet by hand
☐ Closed deals don't show which campaign produced them
☐ Missed seller calls don't become callback tasks on their own
☐ The person who built the workspace has left, and nobody wants to touch it
☐ A second market or a bigger team is coming
Two or more checked usually means it's time to rebuild or move. Score the whole funnel in two minutes with the free Deal Leak Score.
Three options
1. Rebuild in Podio
Cheapest when the team knows Podio and the problems are messy fields and missing automations. Rebuild against the wholesaling CRM checklist.
2. Move to an investor CRM
Built for wholesaling and quick to start. Check lead source carried to the closed deal and fall-out reasons before you sign.
3. Move to Salesforce
More setup, but it fits teams with their own process, several markets or custom reporting. I build on Salesforce, so weigh that.
The 10-step migration checklist
Export details from Podio's help page on exporting to Excel: an export from the first All items view includes all fields plus created on, created by and tags; images, files, tasks, comments and activity are not included; each export is capped at 20,000 items.
Questions
What does a Podio Excel export include?
Per the Podio help page, an export from the first All items view includes all app fields plus metadata such as created on, created by and tags. Images, files, tasks, comments and activity are not included, and each export is capped at 20,000 items, so larger apps are exported in filtered batches.
How do I keep comments and call notes when I leave Podio?
They are not in the Excel export, so plan for them separately: decide which notes matter (often only open deals and active sellers), and move those through the Podio API or by hand. Archive the rest as a read-only export.
How long does a migration take?
It depends on the number of apps, records and integrations. The slow parts are usually deciding what to keep and cleaning duplicates, not the import itself. Run a 50-record test before the full move.
Should I rebuild in Podio instead?
Sometimes yes. If the team knows Podio and the problems are messy fields and missing automations, a clean rebuild against the checklist can be the cheapest fix.
Can you migrate Podio to Salesforce?
Yes, that is part of my work. I build Salesforce for real estate investors and wholesalers, so weigh my view with that in mind.
Related
Podio's new automation limit · Salesforce vs Podio · Do I need a CRM yet? · Wholesaling CRM checklist · CRM field kit · Deal Leak Score · Salesforce vs investor CRMs · Podio, REsimpli or GoHighLevel to Salesforce: field map and 30-60-90 plan · All guides · All free tools
Last updated October 2026. Podio is a trademark of its owner; this page is independent.
Moving off Podio?
I build Salesforce for real estate investors and wholesalers, including the move from Podio: field mapping, history you keep, deduplication and a Monday report on day one, at a fixed price agreed before anything starts. Start with a free 30-minute call.
Book a free 30-minute callSee the move to SalesforceAlready on Salesforce? The CRM Revenue Audit (USD 1,500, fixed price) is the place to start. Here’s a sample report.
Or just ask one question about your setup: email · WhatsApp · LinkedIn
