Category: Outreach

Importing Outreach Mailing data into Excel lets you track sends, opens, clicks, and bounces alongside your CRM metrics. Coefficient creates a live connection so your sheet always reflects the latest campaign performance.

This guide shows you how to install Coefficient, connect to Outreach, import your Mailing data, and set up auto-refresh in Excel.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and connect your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and choose the “Mailing” object under Outreach.

• Step 3:

  Step 3. Apply any filters (e.g. send date, status), select fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep your Mailing data updated on your preferred schedule.

Step-by-step guide

Follow these steps to pull your Outreach Mailing data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it.

Next, open the Coefficient pane (Home → Coefficient). When prompted, select Outreach and authorize Coefficient to access your mailing data.

Step 2: Import Mailing Data

In the Coefficient pane, click “Import from Objects.” Select Outreach as your connector, then choose “Mailing” from the list.

You can refine your import by selecting only the fields you need (e.g., Send Date, Status, Open Rate) or by applying filters on send date or mailing status. When ready, click “Import” to load the data into your sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Mailing table live, click the auto-refresh icon in the Coefficient pane after importing. Choose a schedule—hourly, daily, or weekly—so Excel will automatically sync with Outreach on that cadence.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Importing Outreach Phone Number records into Excel makes it easy to maintain and validate your contact list in one place. Coefficient keeps your sheet in sync with Outreach so you always have the latest numbers.

This guide shows you how to install Coefficient, connect to Outreach, import Phone Number data, and enable automatic updates in Excel.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and link your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and select the “Phone Number” object under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. type, status), choose fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep your phone list up to date on a schedule.

Step-by-step guide

Follow these steps to pull your Outreach Phone Number data into Excel.

Step 1: Install and Connect Coefficient

In Excel, navigate to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install it. Then open the Coefficient pane and authorize Outreach as a data source.

Step 2: Import Phone Number Data

Within the Coefficient pane, click “Import from Objects,” choose Outreach, and select “Phone Number.” Optionally filter by number type (e.g. mobile, work) or verification status before importing.

Step 3: Set Up Auto-Refresh (Optional)

After importing, click the auto-refresh icon in Coefficient and choose hourly, daily, or weekly updates so your Excel sheet automatically syncs with Outreach.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Importing Outreach Sequence Template records into Excel gives you insight into which cadence templates perform best. Coefficient keeps your spreadsheet synced so you always have the latest template metrics.

This guide covers installing Coefficient, selecting the Sequence Template object, importing data, and scheduling live updates.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and authorize your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and choose “Sequence Template” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. template name), select fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep template metrics updated automatically.

Step-by-step guide

Follow these steps to import Sequence Template data into Excel.

Step 1: Install and Connect Coefficient

In Excel, go to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and connect to Outreach.

Step 2: Import Sequence Template Data

Click “Import from Objects,” select Outreach, and pick “Sequence Template.” Optionally filter by template or folder before importing.

Step 3: Set Up Auto-Refresh (Optional)

After import, click the auto-refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to maintain live template data.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Importing Outreach Sequence Step records into Excel helps you analyze individual steps within cadences—email, call, or task—to measure effectiveness. Coefficient keeps your sheet updated with the latest step details.

This tutorial walks through installing Coefficient, connecting Outreach, importing Sequence Step data, and setting up live refresh.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and connect to your Outreach account.

• Step 2:

  Step 2. Select “Import from Objects” and pick “Sequence Step” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. step type), choose fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep step data live on your schedule.

Step-by-step guide

Use these steps to import Sequence Step data into Excel.

Step 1: Install and Connect Coefficient

In Excel, navigate to Insert → Get Add-ins → My Add-ins, install Coefficient, then open and authorize Outreach in the pane.

Step 2: Import Sequence Step Data

Click “Import from Objects,” choose Outreach, and select “Sequence Step.” Optionally filter by step type (Email, Call) or order before importing.

Step 3: Set Up Auto-Refresh (Optional)

After import, click the auto-refresh icon in the Coefficient pane and choose hourly, daily, or weekly updates to maintain live data.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Importing Outreach Sequence State records into Excel lets you monitor which cadences are active, paused, or completed in real time. Coefficient keeps your spreadsheet synced so you always see the latest cadence statuses.

This guide shows you how to install Coefficient, connect Outreach, import Sequence State data, and enable auto-refresh in Excel.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and authorize your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and select “Sequence State” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. status type), choose fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep sequence states updated automatically.

Step-by-step guide

Follow these steps to pull Sequence State data into Excel.

Step 1: Install and Connect Coefficient

In Excel, go to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and connect to Outreach.

Step 2: Import Sequence State Data

Click “Import from Objects,” choose Outreach, then pick “Sequence State.” Optionally filter by state (Active, Paused, Completed) before importing.

Step 3: Set Up Auto-Refresh (Optional)

After importing, click the auto-refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to keep your data live.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Importing Outreach Snippet records into Excel lets you review and compare reusable message snippets across your team. Coefficient keeps your sheet synced so you always have the latest snippet content and usage metrics.

This guide walks through installing Coefficient, connecting Outreach, importing Snippet data, and setting up live refresh in Excel.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and authorize your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and select “Snippet” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. folder, author), choose fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep your snippet library updated automatically.

Step-by-step guide

Follow these steps to pull your Outreach Snippet data into Excel.

Step 1: Install and Connect Coefficient

In Excel, go to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and connect to Outreach.

Step 2: Import Snippet Data

Click “Import from Objects,” choose Outreach, and pick “Snippet.” Optionally filter by folder or author before importing.

Step 3: Set Up Auto-Refresh (Optional)

After import, click the auto-refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to maintain live snippet data.

Available Outreach Objects

• Snippet

RevOps

Data

Outreach

Excel

Importing Outreach Stage records into Excel lets you track the progress of tasks, calls, and sequences across distinct stages. Coefficient keeps your sheet synced so you always see the current stage status.

This tutorial covers installing Coefficient, selecting the Stage object, importing data, and scheduling updates.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and authorize your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and select “Snippet” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. folder, author), choose fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep your snippet library updated automatically.

Step 1. Install Coefficient for Excel and link your Outreach account.

Step 2. Click “Import from Objects” and choose “Stage” under Outreach.

Step 3. Apply filters (e.g. stage type), select fields, and click “Import.”

Step 4. Enable auto-refresh to keep stage statuses current automatically.

Step-by-step guide

Use these steps to import Outreach Stage data into Excel.

Step 1: Install and Connect Coefficient

In Excel, navigate to Insert → Get Add-ins → My Add-ins, install Coefficient, then open and connect to Outreach.

Step 2: Import Stage Data

Click “Import from Objects,” select Outreach, and pick “Stage.” Optionally filter by stage category before importing.

Step 3: Set Up Auto-Refresh (Optional)

After import, click the auto-refresh icon and schedule updates—hourly, daily, or weekly—to maintain live stage data.

Available Outreach Objects

• Snippet

Account

Call

Opportunity

Sequence

Call Disposition

Call Purpose

Compliance Request

Content Category

Content Category Membership

Content Category Ownership

Duty

Email Address

Event

Favorite

Mail Alias

Mailbox

Mailing

Opportunity Prospect Role

Opportunity Stage

Persona

Phone Number

Profile

Prospect

Recipient

Role

Ruleset

Sequence State

Sequence Step

Sequence Template

Snippet

Stage

Task

Task Priority

Team

Template

User

How can I filter by stage type?	Use Coefficient’s filter panel to select specific stages before importing.
Can I chart stage progression?	Use Excel charts on imported data to visualize movement through stages.
Will imports respect API quotas?	Coefficient batches calls and adheres to Outreach’s rate limits automatically.
Can I join stages with tasks?	Import both Stage and Task objects and use lookup formulas to map stages to tasks.
What if auto-refresh fails?	Open the Coefficient pane, verify settings, then retry the refresh.

Importing Outreach Task Priority records into Excel lets you sort and filter tasks by urgency—High, Medium, or Low—to optimize team workflows. Coefficient keeps your sheet synced so you always have the latest priority assignments.

This guide shows you how to install Coefficient, connect to Outreach, import Task Priority data, and enable scheduled refresh in Excel.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and link your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and choose “Task Priority” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. priority level), select fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep priorities up to date automatically.

Step-by-step guide

Follow these steps to pull Task Priority data into Excel.

Step 1: Install and Connect Coefficient

In Excel, go to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install. Then open the pane and authorize Outreach.

Step 2: Import Task Priority Data

Click “Import from Objects,” select Outreach, and pick “Task Priority.” Optionally filter by level (High, Medium, Low) before importing.

Step 3: Set Up Auto-Refresh (Optional)

After importing, click the auto-refresh icon in the Coefficient pane and choose hourly, daily, or weekly schedules to maintain live priority data.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Importing Outreach Task records into Excel helps you monitor team workloads, due dates, and completion rates. Coefficient keeps your sheet synced so you always have up-to-date task information.

This guide walks you through installing Coefficient, selecting the Task object, importing your tasks, and enabling scheduled refresh.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and connect your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and select “Task” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. due date, status), choose fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep your task list current automatically.

Step-by-step guide

Use these steps to bring Outreach Task data into Excel.

Step 1: Install and Connect Coefficient

In Excel, go to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and authorize Outreach.

Step 2: Import Task Data

Click “Import from Objects,” pick Outreach, and choose “Task.” Optionally filter by due date or status before importing.

Step 3: Set Up Auto-Refresh (Optional)

After importing, click the refresh icon and schedule hourly, daily, or weekly updates to maintain live task data.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User

Importing Outreach User records into Excel gives you a centralized view of every team member, including roles, permissions, and contact details. Coefficient keeps your sheet synced so you always work with the latest user directory.

This guide walks you through installing Coefficient, connecting Outreach, importing User data, and scheduling live refresh in Excel.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and authorize your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and select “User” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. role or status), choose fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep your user directory updated automatically.

Step-by-step guide

Follow these steps to bring Outreach User data into Excel.

Step 1: Install and Connect Coefficient

In Excel, go to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install it. Then open the Coefficient pane and connect to Outreach to grant access.

Step 2: Import User Data

Click “Import from Objects,” choose Outreach, and pick “User.” Optionally filter by role (Admin, User) or status (Active, Inactive) before importing.

Step 3: Set Up Auto-Refresh (Optional)

After importing, click the auto-refresh icon in the Coefficient pane and choose hourly, daily, or weekly schedules to maintain a live user list.

Available Outreach Objects

• User

Importing Outreach Template records into Excel allows you to analyze email template usage, open rates, and performance. Coefficient keeps your sheet synced so you always see the latest template metrics.

This guide walks through installing Coefficient, connecting Outreach, importing Template data, and scheduling live refresh.

TLDR

• Step 1:

  Step 1. Install Coefficient for Excel and authorize your Outreach account.

• Step 2:

  Step 2. Click “Import from Objects” and choose “Template” under Outreach.

• Step 3:

  Step 3. Apply filters (e.g. folder), select fields, and click “Import.”

• Step 4:

  Step 4. Enable auto-refresh to keep template data live on a schedule.

Step-by-step guide

Use these steps to bring Outreach Template data into Excel.

Step 1: Install and Connect Coefficient

In Excel, navigate to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and connect to Outreach.

Step 2: Import Template Data

Click “Import from Objects,” select Outreach, and pick “Template.” Optionally filter by folder or name before importing.

Step 3: Set Up Auto-Refresh (Optional)

After import, click the auto-refresh icon and choose hourly, daily, or weekly schedules to maintain live template data.

Available Outreach Objects

• Call
• Opportunity
• Sequence
• Call Disposition
• Call Purpose
• Compliance Request
• Content Category
• Content Category Membership
• Content Category Ownership
• Duty
• Email Address
• Event

+22 more

Mail Alias, Mailbox, Mailing, Opportunity Prospect Role, Opportunity Stage, Persona, Phone Number, Profile, Prospect, Recipient, Role, Ruleset, Sequence State, Sequence Step, Sequence Template, Snippet, Stage, Task, Task Priority, Team, Template, User