How to Import Role Data from Outreach into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import live Role data from Outreach into Excel using Coefficient for team and responsibility mapping.

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Importing Outreach Role records into Excel helps you understand user responsibilities—like admin, user, or viewer—across your CRM. Coefficient ensures your roles table stays up to date for accurate access reporting.

This guide shows you how to install Coefficient, connect to Outreach, import Role data, and set up live refresh in Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and link your Outreach account.

  • Step 2:

    Step 2. Click “Import from Objects” and choose “Role” under Outreach.

  • Step 3:

    Step 3. Apply filters (e.g. user type), select fields, and click “Import.”

  • Step 4:

    Step 4. Enable auto-refresh to keep your roles data live on a schedule.

Step-by-step guide

Use these steps to pull your Outreach Role data into Excel.

Step 1: Install and Connect Coefficient

In Excel, go to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and connect to Outreach for permissions.

Coefficient sidebar showing “Import from Objects” option.

Step 2: Import Role Data

Click “Import from Objects” in the Coefficient pane, select Outreach, and pick “Role.” Optionally filter by role name or user before importing.

CRM and sales connectors list with Outreach highlighted.

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 roles current.

Auto-refresh settings with scheduling options.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

Frequently Asked Questions

  • How do I filter by role type?

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    Use Coefficient’s filter panel to select specific user roles like Admin or User before importing.

  • Can I join roles with user profiles?

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    Import both Role and Profile objects, then use lookup formulas to map roles to profiles.

  • Will imports respect API rate limits?

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    Coefficient batches calls and adheres to Outreach’s quotas automatically.

  • Can I count users per role?

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    Use Excel pivot tables on the imported data to summarize counts by role.

  • What if the import fails?

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    Open the Coefficient pane, check authentication and filters, then retry the refresh.

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