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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
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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 select “Ruleset” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. rule type), choose fields, and click “Import.”
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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.
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.
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.
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 rule type?
Use Coefficient’s filter options to select specific rule types before importing.
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Can I audit rule changes?
Include update timestamp fields to track when rules were created or modified.
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Will imports respect API quotas?
Coefficient batches calls and adheres to Outreach’s rate limits automatically.
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Can I join rulesets with sequences?
Import both objects and use lookup formulas to map rules to sequences.
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What if auto-refresh fails?
Open the Coefficient pane, verify settings, then retry the refresh.
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