How to Import Account 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 Account data into Excel using Coefficient for unified CRM reporting and analysis.

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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

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Frequently Asked Questions

How often can I refresh Outreach Account data?

Manually refresh anytime. With Coefficient you can schedule hourly, daily, or weekly auto-refreshes for continuous sync.
Can I filter which Accounts to import?

Yes. Add filter rules on any Account field (e.g., region or status) before importing.
Does Coefficient respect Outreach API limits?

Yes. Coefficient batches API calls intelligently and will warn you if you approach rate caps.
Can I update Outreach Accounts from Excel?

No. Coefficient currently supports read-only imports; write-back isn’t available.
What if my Outreach auth expires?

Coefficient will prompt you to reconnect. Reauthorize in the add-in settings to restore live updates.