How to Import Mailbox 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 Mailbox data into Excel using Coefficient for inbox monitoring.

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How to Import Mailbox Data from Outreach into Excel

Importing Mailbox records into Excel gives you visibility into connected inboxes, letting you track deliverability and response rates. This tutorial walks through installation, selection, import, and scheduling auto-refresh with Coefficient.

TLDR

Step 1:

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

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

Step 3. Set filters on mailbox type or status, then click “Import”.
Step 4:

Step 4. (Optional) Enable scheduled auto-refresh to keep mailbox data live.

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 can I filter by mailbox status?

Use filters on the status field (e.g., active, disconnected) before importing.
Can I track bounce rates per mailbox?

Import deliverability metrics fields to monitor bounces and opens.
Will imports respect Outreach API quotas?

Coefficient batches calls and honors rate limits automatically.
Can I join mailbox data with user records?

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

Verify authentication and filters in the Coefficient pane, then retry.