How to Import Mailing Data from Outreach into Excel

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.

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.