How to Import Mailing Data from Outreach into Excel

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

Learn how to import live Mailing data from Outreach into Excel using Coefficient for detailed campaign send analysis.

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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

  • Step 1:

    Step 1. Install Coefficient for Excel and connect your Outreach account.

  • Step 2:

    Step 2. Click “Import from Objects” and choose the “Mailing” object under Outreach.

  • Step 3:

    Step 3. Apply any filters (e.g. send date, status), select fields, and click “Import.”

  • 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.

Coefficient sidebar showing “Import from Objects” option.

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.

CRM and sales connectors list with Outreach highlighted.

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.

Auto-refresh settings with scheduling options.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

Frequently Asked Questions

  • How can I filter Mailings by status?

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    Use Coefficient’s filter panel to select only “sent,” “draft,” or other statuses before importing.

  • Can I track open and click rates?

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    Yes—include the Open Rate and Click Rate fields in your import, then use Excel to analyze performance.

  • Will imports respect Outreach API limits?

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    Coefficient batches requests and adheres to Outreach’s rate limits automatically.

  • Can I join Mailing data with Recipients?

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    Import both Mailing and Recipient objects, then use XLOOKUP or VLOOKUP to map sends to recipients.

  • What if my auto-refresh fails?

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    Open the Coefficient pane, check your authentication and filter settings, then retry the refresh.

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