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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Outreach Opportunity records into Excel helps you visualize your pipeline, track deal progress, and share dashboards with stakeholders. This tutorial walks you through setup, import, and scheduling live updates using Coefficient.
TLDR
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Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient”, and install.
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Step 2:
Step 2. Launch Coefficient, select “Import from Objects”, and pick “Opportunity” under Outreach.
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Step 3:
Step 3. Add filters on stage or owner, then hit “Import”.
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Step 4:
Step 4. (Optional) Schedule auto-refresh to keep your pipeline data current.
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
Related Outreach Use Cases
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How to Import Template Data from Outreach into Google Sheets
Learn how to easily import live Outreach Template data into Google Sheets using Coefficient for streamlined template analysis and reporting.
How to Import Team Data from Outreach into Google Sheets
Learn how to easily import live Outreach Team data into Google Sheets using Coefficient for streamlined team analysis and reporting.
Frequently Asked Questions
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Can I import only open Opportunities?
Yes—filter by Opportunity Stage to include only open deals or any custom stage.
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How do I handle large Opportunity datasets?
Use filters on owner or date range. For very large imports, schedule smaller, targeted refreshes.
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Will Coefficient respect Outreach’s API limits?
Yes—Coefficient manages batching and will notify you if you approach rate caps.
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Can I link Opportunity data to other sheets?
Yes—use XLOOKUP or VLOOKUP in Excel to join Opportunity with Accounts, Calls, etc.
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What if my Outreach session expires?
Reauthorize in the Coefficient pane under account settings, then rerun your import.
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