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
Frequently Asked Questions
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