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
Frequently Asked Questions
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