How to Import Ruleset Data from Outreach into Excel

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

Learn how to import live Ruleset data from Outreach into Excel using Coefficient for automation governance.

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Importing Outreach Ruleset records into Excel allows you to review and audit the automation rules that drive sequences and workflows. Coefficient keeps your sheet synced so you can easily manage governance.

This tutorial walks you through installing Coefficient, connecting Outreach, importing Ruleset data, and scheduling auto-refresh in Excel.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Click “Import from Objects” and select “Ruleset” under Outreach.

  • Step 3:

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

  • Step 4:

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

Step-by-step guide

Use these steps to bring Outreach Ruleset 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.

Coefficient sidebar showing “Import from Objects” option.

Step 2: Import Ruleset Data

Click “Import from Objects,” choose Outreach, and pick “Ruleset.” Optionally filter by rule type or status and select the fields you need before importing.

CRM and sales connectors list with Outreach highlighted.

Step 3: Set Up Auto-Refresh (Optional)

After importing, click the auto-refresh icon in the Coefficient pane and set up hourly, daily, or weekly schedules to keep your rules data 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 rule type?

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    Use Coefficient’s filter options to select specific rule types before importing.

  • Can I audit rule changes?

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    Include update timestamp fields to track when rules were created or modified.

  • Will imports respect API quotas?

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    Coefficient batches calls and adheres to Outreach’s rate limits automatically.

  • Can I join rulesets with sequences?

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    Import both objects and use lookup formulas to map rules to sequences.

  • What if auto-refresh fails?

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    Open the Coefficient pane, verify settings, then retry the refresh.

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