How to Import Call 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 Call data into Excel using Coefficient for advanced call analytics.

Get Started Free Get a Demo

How to Import Call Data from Outreach into Excel

Importing your Outreach Call records into Excel helps you track call volume, analyze outcomes, and optimize team performance. This step-by-step guide shows you how to set up Coefficient, pull in Call data, and automate updates.

TLDR

Step 1:

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

Step 2. Open Coefficient, select “Import from Objects”, then choose “Call” under Outreach.
Step 3:

Step 3. Set filters on date range or disposition, then click “Import”.
Step 4:

Step 4. (Optional) Enable scheduled auto-refresh to keep call metrics 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

Related Outreach Use Cases

How to Import User Data from Outreach into Google Sheets

Learn how to easily import live Outreach User data into Google Sheets using Coefficient for streamlined user analysis and reporting.

RevOps

Sales

How to Import Template Data from Outreach into Google Sheets

Learn how to easily import live Outreach Template data into Google Sheets using Coefficient for streamlined template analysis and reporting.

Marketing

RevOps

Sales

How to Import Team Data from Outreach into Google Sheets

Learn how to easily import live Outreach Team data into Google Sheets using Coefficient for streamlined team analysis and reporting.

RevOps

Sales

Frequently Asked Questions

How often can I refresh Outreach Call data?

Manual refresh is unlimited. Use Coefficient’s scheduling to automate hourly, daily, or weekly updates.
Can I filter calls by date or outcome?

Yes—apply filters on call date, duration, disposition, or any Call field before importing.
What if I hit Outreach’s API limits?

Coefficient batches requests and respects rate limits; reduce refresh frequency if needed.
Can I analyze call transcripts in Excel?

Import transcript fields via the Call object, then use Excel functions or plugins for deeper analysis.
Does Coefficient support write-back to Outreach?

No—Coefficient is read-only. Update records directly in Outreach for any changes.