How to Import Sequence Data from Outreach into Excel

Name: Coefficient
Brand: Coefficient
Rating: 4.9 (574 reviews)

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

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

Get Started Free Get a Demo

How to Import Sequence Data from Outreach into Excel

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.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

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

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.

RevOps

Sales

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.

Marketing

RevOps

Sales

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.

RevOps

Sales

Frequently Asked Questions

Can I import only active sequences?

Yes—filter by sequence status (Active, Paused, Completed) before importing.
How do I analyze sequence performance?

Use Excel pivot tables or charts on imported data to track success rates and response times.
Does Coefficient respect Outreach API quotas?

Yes—Coefficient handles batching and back-off automatically to stay within limits.
Can I join Sequence data with Calls?

Yes—import both and use lookup formulas to correlate sequences with call outcomes.
What if my import fails?

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