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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 Recipient records into Excel lets you analyze who received each mailing or call, helping you measure reach and engagement. Coefficient keeps your spreadsheet synced so you always have the latest recipient data.
This guide shows you how to install Coefficient, connect to Outreach, import your Recipient data, and set up 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. Click “Import from Objects” and choose “Recipient” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. mailing or date), select fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep recipient data live on your schedule.
Step-by-step guide
Follow these steps to pull your Outreach Recipient 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 it. Then open the Coefficient pane and connect to Outreach to grant permissions.
Step 2: Import Recipient Data
Within the Coefficient pane, select “Import from Objects,” choose Outreach, and pick “Recipient.” Optionally filter by mailing, call, or date fields before importing.
Step 3: Set Up Auto-Refresh (Optional)
After import, click the auto-refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to keep your recipients table 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 can I filter recipients by mailing?
Use Coefficient’s filter panel to select specific mailings or date ranges before importing.
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Can I track delivery status?
Include delivery status fields to monitor which recipients successfully received emails.
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Will imports respect API rate limits?
Coefficient batches calls automatically and adheres to Outreach’s quotas.
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Can I join recipients with contacts?
Import both objects and use lookup formulas to map recipients to their contact records.
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What if auto-refresh fails?
Open the Coefficient pane, verify authentication and filters, then retry the refresh.
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