Importing Outreach Sequence State records into Excel lets you monitor which cadences are active, paused, or completed in real time. Coefficient keeps your spreadsheet synced so you always see the latest cadence statuses.
This guide shows you how to install Coefficient, connect Outreach, import Sequence State data, and enable 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 “Sequence State” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. status type), choose fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep sequence states updated automatically.
Step-by-step guide
Follow these steps to pull Sequence State 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 Sequence State Data
Click “Import from Objects,” choose Outreach, then pick “Sequence State.” Optionally filter by state (Active, Paused, Completed) before importing.

Step 3: Set Up Auto-Refresh (Optional)
After importing, click the auto-refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to keep your data live.

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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