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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 Prospect records into Excel centralizes your pipeline prospects—allowing you to segment, score, and follow up efficiently. Coefficient ensures your prospect list stays current with live updates.
This tutorial walks you through installing Coefficient, connecting Outreach, importing Prospect data, and scheduling auto-refresh 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. In the Coefficient pane, choose “Import from Objects” and select “Prospect.”
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Step 3:
Step 3. Apply filters (e.g. status, owner), select fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep your prospect data updated automatically.
Step-by-step guide
Use these steps to bring Outreach Prospect data into Excel.
Step 1: Install and Connect Coefficient
Go to Insert → Get Add-ins → My Add-ins in Excel, install Coefficient, then open the pane and connect to Outreach.
Step 2: Import Prospect Data
Click “Import from Objects,” pick Outreach, and choose “Prospect.” Optionally filter by status or owner and pick fields like name, email, and score before importing.
Step 3: Set Up Auto-Refresh (Optional)
After import, click the auto-refresh icon and select a schedule—hourly, daily, or weekly—to keep your prospect list live.
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 prospects by status?
Use Coefficient’s filter panel to include only statuses like New, Contacted, or Qualified.
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Can I segment by owner?
Yes—apply an owner filter before importing to pull only prospects assigned to specific users.
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Will imports respect API quotas?
Coefficient batches calls and adheres to Outreach’s rate limits automatically.
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Can I join prospects with accounts?
Import both objects and use lookup formulas to map prospects to their accounts.
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What if my auto-refresh fails?
Open the Coefficient pane, check authentication and filter settings, then retry the refresh.
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