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
Frequently Asked Questions
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