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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 Profile records into Excel gives you a central view of user attributes like name, title, and department. Coefficient keeps your sheet synced so changes in Outreach reflect instantly.
This tutorial walks you through installing Coefficient, connecting Outreach, importing Profile data, and scheduling live updates in Excel.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and authorize your Outreach account.
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Step 2:
Step 2. Select “Import from Objects” and choose “Profile” under Outreach.
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Step 3:
Step 3. Filter by attribute (e.g. department, role), select fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep profile data up to date automatically.
Step-by-step guide
Use these steps to bring Outreach Profile data into Excel.
Step 1: Install and Connect Coefficient
In Excel, go to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install. Then open Coefficient and connect to Outreach to grant access.
Step 2: Import Profile Data
Click “Import from Objects” in Coefficient, select Outreach, then choose “Profile.” You can filter by department or title and pick the exact fields you need before importing.
Step 3: Set Up Auto-Refresh (Optional)
After importing, click the refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to keep your profiles current.
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 do I filter profiles by role?
Use filters on the role or department fields before importing.
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Can I import custom profile fields?
Yes—select any custom field exposed by Outreach when picking fields in the import pane.
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Will imports respect API rate limits?
Coefficient batches calls and adheres to Outreach’s quotas automatically.
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Can I join profiles with other objects?
Import both objects and use lookup formulas to map profiles to related records.
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What if my auto-refresh fails?
Open the Coefficient pane, check authentication and filters, then retry the refresh.
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