Switching from Podio to Deal Run: No More DIY Setup

Your buyer list moves in one file; your deals do not move at all. Export the buyers app from Podio to Excel, save it as a CSV, and import it into Deal Run with a tag. Then re-enter each active deal by address and add its photos again. Podio comments, files, tasks and activity stay behind unless you save them first.

What Podio gives you when you export

Podio exports an app's items with its Excel Export tool, opened from the wrench icon. The file arrives in a notification and under Batch jobs in the profile menu. One export holds up to 20,000 items, so a bigger app has to be filtered and exported in batches.

Export from the “All items” view to get every field plus created-on, created-by and tags. A table view exports only the fields you select. What the export leaves out: images, files, tasks, comments and activity. If your buyer notes live in comments or your deal photos are attached to items, save those separately before you cancel anything.

Podio's help article says Excel, not CSV, and it shows no date, so you will save the file as a CSV yourself in the next step.

What Deal Run takes in

• Buyers, from a .csv file. The columns it maps are Investor / Entity Name, First Name, Last Name, Phone, Email, Company and Investor Type. With no entity-name column, each buyer is named from first and last name, or email. Quoted cells that contain commas, like “Godinez, Bart”, stay in one column.
• One tag per file. Type something like “podio buyers” and every buyer in that file gets it, so you can pick them as a group when you blast.
• A preview before saving. After you map columns you see the first 3 rows, which is where you catch a name landing in the phone column.
• Duplicates skipped. A buyer whose name is already on your list is not added twice, and the import tells you how many came in and how many were duplicates.

Deal Run has no deal or property import. Each active deal starts from its address, which builds the comps, repair estimate and max offer fresh. Photos come in by upload or from a Google Drive, Dropbox, Google Photos or iCloud shared link, up to 100 per deal.

The move, step by step

1. In Podio, open the buyers app in the “All items” view and run Excel Export from the wrench icon. If the app has over 20,000 items, filter and export in batches.
2. Download the file from the notification or from Batch jobs. Copy any buyer notes you rely on out of comments and into a column first, because comments are not in the export.
3. Open the file in Excel or Google Sheets and save it as .csv.
4. In Deal Run, open the buyer list and choose the CSV import. Map each column, type your tag, check the 3-row preview, then import.
5. Read the result line. Duplicates are reported, not doubled.
6. Create each active deal by address, then add its saved photos.
7. Cancel Podio once nothing lives only there.

One example, start to finish

Assumptions for illustration: a “Cash Buyers” app with 2,300 items (fields Name, Company, Phone, Email, Buyer Type, plus comments on some items), and a “Properties” app with 3 active deals and attached photos. The 2,300 items sit under the 20,000-item cap, so it is one export. You map Name to Investor / Entity Name, and Buyer Type to Investor Type, and tag the file “podio buyers”. The 3 deals get created by address and the photos you downloaded from Podio go back on. Then you blast the first deal to the “podio buyers” tag together with the local investors Deal Run finds for that address.

What did not move: Podio comments, files, tasks, activity history and any custom workflows.

Move everything, or keep Podio as the CRM?

Podio is strong where Deal Run is deliberately not. You can build any process out of Podio apps, fields and automated workflows. The free plan covers up to 5 users, and paid seats are priced per user. Tasks, comments and team collaboration are part of it too. Deal Run is a buyer list and mini CRM, not a replacement for that.

If your team lives in Podio tasks, keep it, import the buyers into Deal Run for the analysis and the blast, and use Push to CRM to send selected buyers back. Push to CRM goes through a Zapier webhook and is on the paid Analyze and Analyze + Sell plans. During a trial, Podio stays your CRM and you add new buyers there by hand, or after you upgrade. Running both for a week or two before you cancel Podio is the safe order.

Podio and Deal Run side by side

Podio prices as of October 30, 2026, from Podio's pricing page.

On Podio's free plan the 100-item cap applies across the whole organization, so a buyer app over 100 items (counting the whole organization) needs a paid plan; paid plans have no item cap.

Doing this in Deal Run

Deal Run is our product. It picks up where a Podio workspace stops: you type the address and get comps, ARV, an AI repair estimate from the property's photos and a max offer for flip, rental or wholesale. Then it ranks local investors who recently bought nearby, skip-traces them, and lets you email and text blast your buyers, with emails from your own Gmail and texts from your own number. Tracked deal-page links show who viewed. Your imported Podio buyers sit on the same list under their tag. Analyze is $29/mo; Analyze + Sell is $99/mo. Or pay per deal: $2 to analyze, $20 with 100 buyers.

See also how Find Buyers works and how blasts go out.

Frequently asked questions

Sources

• Podio pricing page — checked October 30, 2026
• Podio real estate page — checked October 30, 2026
• Podio Export to Excel documentation (no date shown) — checked October 30, 2026
• Deal Run: managing your buyer list (CSV import, tags, duplicates) — checked October 30, 2026
• Deal Run integrations (Push to CRM) — checked October 30, 2026
• Deal Run outreach — checked October 30, 2026
• Deal Run pricing — checked October 30, 2026

Related reading

• Podio real estate alternative
• Podio real estate review
• Deal Run vs Podio
• REsimpli vs Podio
• CRM vs spreadsheet for wholesaling
• Best wholesale software