How to Import Sequence Data from Outreach into Excel

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

Learn how to import your Outreach Sequence data into Excel using Coefficient for sequence performance tracking.

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Importing your Outreach Sequence records into Excel lets you measure cadence effectiveness, compare teams, and optimize outreach strategies. Follow this guide to install Coefficient, select the Sequence object, import your data, and automate refreshes.

TLDR

  • Step 1:

    Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.

  • Step 2:

    Step 2. Launch Coefficient, choose “Import from Objects”, and pick “Sequence” under Outreach.

  • Step 3:

    Step 3. Add filters on status or team, then click “Import”.

  • Step 4:

    Step 4. (Optional) Schedule auto-refresh to keep sequence metrics live.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
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Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

What Outreach Objects Are Available?

Account

  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
  • Favorite
+21 more

Frequently Asked Questions

  • Can I import only active sequences?

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    Yes—filter by sequence status (Active, Paused, Completed) before importing.

  • How do I analyze sequence performance?

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    Use Excel pivot tables or charts on imported data to track success rates and response times.

  • Does Coefficient respect Outreach API quotas?

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    Yes—Coefficient handles batching and back-off automatically to stay within limits.

  • Can I join Sequence data with Calls?

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    Yes—import both and use lookup formulas to correlate sequences with call outcomes.

  • What if my import fails?

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    Check authentication and filters in the Coefficient pane, then retry. Errors will appear in the add-in.

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