Category: Excel

How to Import Call Disposition Data from Outreach into Excel

Importing Call Disposition records from Outreach into Excel gives you a clear picture of call outcomes so you can optimize follow-up strategies. This guide walks through installation, selection, import, and scheduling with Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, choose “Import from Objects”, and pick “Call Disposition” under Outreach.

  • Step 3:

    Step 3. Apply filters on disposition type or date, then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable auto-refresh to keep disposition data current.

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

How to Import Account Data from Outreach into Excel

Bringing your Outreach Account records into Excel lets you blend CRM insights with your spreadsheets for customer segmentation, revenue forecasting, and team collaboration. This guide covers installation, connection, import, and live refresh setup with Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open the Coefficient pane, choose “Import from Objects”, and select “Account” under Outreach.

  • Step 3:

    Step 3. Apply any filters (e.g. region, status) and click “Import” to pull your Account data.

  • Step 4:

    Step 4. (Optional) Enable auto-refresh on your desired schedule to keep data up to date.

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

How to Import Call Purpose Data from Outreach into Excel

Importing Call Purpose data from Outreach into Excel helps you understand why calls are made—whether prospecting, follow-up, or support. This tutorial guides you through installing Coefficient, selecting the object, importing data, and automating updates.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, choose “Import from Objects”, and select “Call Purpose” under Outreach.

  • Step 3:

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

  • Step 4:

    Step 4. (Optional) Turn on auto-refresh to maintain live purpose insights.

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

How to Import Compliance Request Data from Outreach into Excel

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

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, choose “Import from Objects”, and select “Compliance Request” under Outreach.

  • Step 3:

    Step 3. Apply filters on request type or status, then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable scheduled auto-refresh to keep compliance data live.

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

How to Import Content Category Data from Outreach into Excel

Importing Content Category records from Outreach into Excel helps you segment campaigns by type—such as email templates, sequences, or snippets—for clearer performance insights. This guide covers install, import, and auto-refresh steps.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, select “Import from Objects”, then choose “Content Category” under Outreach.

  • Step 3:

    Step 3. Apply filters on category name or type, then click “Import”.

  • Step 4:

    Step 4. (Optional) Schedule auto-refresh to keep categories up to date.

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

How to Import Content Category Membership Data from Outreach into Excel

Bringing Content Category Membership records into Excel shows which contacts belong to each campaign category, letting you measure reach and engagement. This guide covers installation, import, and auto-refresh with Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, click “Import from Objects” and select “Content Category Membership” under Outreach.

  • Step 3:

    Step 3. Apply any filters (e.g. category name, date), then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable scheduled auto-refresh to keep your membership data current.

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

How to Import Content Category Ownership Data from Outreach into Excel

Importing Content Category Ownership records into Excel lets you see who owns each campaign category—ideal for managing responsibilities and performance. This tutorial walks through installation, import, and scheduling with Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, select “Import from Objects”, then choose “Content Category Ownership” under Outreach.

  • Step 3:

    Step 3. Apply filters (e.g. owner, category) and click “Import”.

  • Step 4:

    Step 4. (Optional) Turn on auto-refresh for live ownership data.

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

How to Import Duty Data from Outreach into Excel

Importing Duty records from Outreach into Excel helps you map responsibilities across tasks and sequences. Follow this tutorial to set up Coefficient, import Duty data, and enable scheduled refreshes.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, select “Import from Objects”, then choose “Duty” under Outreach.

  • Step 3:

    Step 3. Apply filters on duty type or owner, then click “Import”.

  • Step 4:

    Step 4. (Optional) Enable auto-refresh to keep duty assignments up to date.

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

How to Import Email Address Data from Outreach into Excel

Importing Email Address records into Excel helps you manage contact lists, validate deliverability, and segment outreach. This guide walks through installing Coefficient, selecting the object, importing, and setting up refresh schedules.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, select “Import from Objects”, then choose “Email Address” under Outreach.

  • Step 3:

    Step 3. Apply filters on status or domain, then click “Import”.

  • Step 4:

    Step 4. (Optional) Turn on auto-refresh to keep email lists up to date.

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

How to Import Event Data from Outreach into Excel

Importing Outreach Event records into Excel lets you analyze meetings, demos, and other scheduled activities alongside your CRM data. In this guide, you’ll install Coefficient, select the Event object, import your data, and set up live refreshes.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Open Coefficient, click “Import from Objects”, then choose “Event” under Outreach.

  • Step 3:

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

  • Step 4:

    Step 4. (Optional) Enable auto-refresh to keep your event data up to date.

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