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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 Phone Number records into Excel makes it easy to maintain and validate your contact list in one place. Coefficient keeps your sheet in sync with Outreach so you always have the latest numbers.
This guide shows you how to install Coefficient, connect to Outreach, import Phone Number data, and enable automatic updates in Excel.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and link your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and select the “Phone Number” object under Outreach.
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Step 3:
Step 3. Apply filters (e.g. type, status), choose fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep your phone list up to date on a schedule.
Step-by-step guide
Follow these steps to pull your Outreach Phone Number data into Excel.
Step 1: Install and Connect Coefficient
In Excel, navigate to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install it. Then open the Coefficient pane and authorize Outreach as a data source.
Step 2: Import Phone Number Data
Within the Coefficient pane, click “Import from Objects,” choose Outreach, and select “Phone Number.” Optionally filter by number type (e.g. mobile, work) or verification status before importing.
Step 3: Set Up Auto-Refresh (Optional)
After importing, click the auto-refresh icon in Coefficient and choose hourly, daily, or weekly updates so your Excel sheet automatically syncs with Outreach.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
Related Outreach Use Cases
How to Import User Data from Outreach into Google Sheets
Learn how to easily import live Outreach User data into Google Sheets using Coefficient for streamlined user analysis and reporting.
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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How can I filter by phone type?
Use Coefficient’s filter panel to select types like mobile, work, or fax before importing.
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Can I validate numbers in Excel?
Yes—import validation status fields and use Excel formulas or third-party tools to check format.
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Will imports respect Outreach API limits?
Coefficient batches calls and adheres to Outreach’s rate limits automatically.
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Can I join phone numbers with contacts?
Import both objects and use lookup formulas to map numbers to contact records.
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What if my auto-refresh fails?
Open the Coefficient pane, verify authentication and filters, then retry the refresh.
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