How to Import Call Disposition 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 Disposition data into Excel using Coefficient for detailed outcome tracking.

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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.

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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 specific dispositions?

Use Coefficient’s filter panel to include only the disposition types you need before importing.
Can I see historical dispositions?

Yes—set date filters to pull in past records across any period supported by Outreach’s API.
Will frequent refreshes hit API limits?

Coefficient batches calls and respects Outreach’s rate limits; reduce refresh frequency if you see warnings.
Can I chart disposition trends?

Import into Excel, then use pivot tables or charts to visualize how dispositions change over time.
What if my authentication expires?

Reauthorize in the Coefficient pane’s account settings and then rerun your import.