How to Import Event Data from Outreach into Excel

Name: Coefficient
Brand: Coefficient
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using Coefficient excel Add-in (500k+ users)

Learn how to import your Outreach Event data into Excel using Coefficient for calendar and engagement analysis.

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How to Import Event Data from Outreach into Excel

Importing Outreach Event records into Excel lets you analyze meetings, demos, and other scheduled activities alongside your CRM data. In this guide, you’ll install Coefficient, select the Event object, import your data, and set up live refreshes.

TLDR

Step 1:

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

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

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

Step 4. (Optional) Enable auto-refresh to keep your event 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

Can I import only upcoming events?

Yes—use date filters to include events in a specific future range.
How do I analyze event durations?

Import start and end times, then calculate durations with Excel formulas.
Will imports respect Outreach API quotas?

Coefficient batches calls and follows rate limits automatically.
Can I join events with calls?

Import both objects into one workbook and use lookup formulas to correlate them.
What if the import fails?

Check your authentication and filters in the Coefficient pane, then retry.