Importing Outreach Mailing data into Excel lets you track sends, opens, clicks, and bounces alongside your CRM metrics. Coefficient creates a live connection so your sheet always reflects the latest campaign performance.
This guide shows you how to install Coefficient, connect to Outreach, import your Mailing data, and set up auto-refresh in Excel.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and choose the “Mailing” object under Outreach.
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Step 3:
Step 3. Apply any filters (e.g. send date, status), select fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep your Mailing data updated on your preferred schedule.
Step-by-step guide
Follow these steps to pull your Outreach Mailing data into Excel.
Step 1: Install and Connect Coefficient
First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it.
Next, open the Coefficient pane (Home → Coefficient). When prompted, select Outreach and authorize Coefficient to access your mailing data.

Step 2: Import Mailing Data
In the Coefficient pane, click “Import from Objects.” Select Outreach as your connector, then choose “Mailing” from the list.
You can refine your import by selecting only the fields you need (e.g., Send Date, Status, Open Rate) or by applying filters on send date or mailing status. When ready, click “Import” to load the data into your sheet.

Step 3: Set Up Auto-Refresh (Optional)
To keep your Mailing table live, click the auto-refresh icon in the Coefficient pane after importing. Choose a schedule—hourly, daily, or weekly—so Excel will automatically sync with Outreach on that cadence.

Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
Frequently Asked Questions
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