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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Compliance Request records into Excel helps you track audit items, approvals, and governance actions. This guide covers installing Coefficient, selecting the object, importing data, and setting up automated refreshes.
TLDR
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Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
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Step 2:
Step 2. Open Coefficient, choose “Import from Objects”, and select “Compliance Request” under Outreach.
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Step 3:
Step 3. Apply filters on request type or status, then click “Import”.
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Step 4:
Step 4. (Optional) Enable scheduled auto-refresh to keep compliance data live.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
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