How to Import Duty 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 Duty data into Excel using Coefficient for role and responsibility mapping.

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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.

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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 duties by type?

Use filter options on duty field (e.g., owner, task type) before importing.
Can I track duty assignments over time?

Yes—include date filters to pull historical duty data.
Will imports respect Outreach API limits?

Coefficient batches requests automatically and honors rate quotas.
Can I join Duty with Tasks?

Import both objects and use lookup formulas to map duties to tasks.
What if the import fails?

Verify your authentication and filter settings in the Coefficient pane, then retry.