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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 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
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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 choose “Role” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. user type), select fields, and click “Import.”
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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.
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.
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.
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 by role type?
Use Coefficient’s filter panel to select specific user roles like Admin or User before importing.
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Can I join roles with user profiles?
Import both Role and Profile objects, then use lookup formulas to map roles to profiles.
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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 count users per role?
Use Excel pivot tables on the imported data to summarize counts by role.
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What if the import fails?
Open the Coefficient pane, check authentication and filters, then retry the refresh.
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