How to Import Favorite Data from Outreach into Excel

Name: Coefficient
Brand: Coefficient
Rating: 4.9 (574 reviews)

using Coefficient excel Add-in (500k+ users)

Learn how to import your Outreach Favorite data into Excel using Coefficient for quick access to starred records.

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How to Import Favorite Data from Outreach into Excel

Importing Outreach Favorite records into Excel surfaces your starred contacts, templates, and sequences for easy review. This tutorial shows you how to install Coefficient, select Favorite, import your data, and automate refreshes.

TLDR

Step 1:

Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins and install “Coefficient”.
Step 2:

Step 2. Launch Coefficient, choose “Import from Objects”, and pick “Favorite” under Outreach.
Step 3:

Step 3. Add filters on type or date, then click “Import”.
Step 4:

Step 4. (Optional) Enable auto-refresh for live favorites tracking.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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

+21 more

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Frequently Asked Questions

How do I filter favorites by type?

Use filters on the Favorite type field (e.g., contact, template) before importing.
Can I see when items were favorited?

Include the created date field to track when favorites were added.
Will imports respect Outreach rate limits?

Coefficient batches API calls automatically and stays within quotas.
Can I join favorites with objects?

Import both objects and use lookup formulas to map favorites to their items.
What if the import fails?

Verify authentication and filter settings, then retry in the Coefficient pane.