How to Import Sequence State Data from Outreach into Excel

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

Learn how to import live Sequence State data from Outreach into Excel using Coefficient for cadence status tracking.

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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

  • Step 1:

    Step 1. Install Coefficient for Excel and authorize your Outreach account.

  • Step 2:

    Step 2. Click “Import from Objects” and select “Sequence State” under Outreach.

  • Step 3:

    Step 3. Apply filters (e.g. status type), choose fields, and click “Import.”

  • 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.

Coefficient sidebar showing “Import from Objects” option.

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.

CRM and sales connectors list with Outreach highlighted.

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.

Auto-refresh settings with scheduling options.

Available Outreach Objects

  • Call
  • Opportunity
  • Sequence
  • Call Disposition
  • Call Purpose
  • Compliance Request
  • Content Category
  • Content Category Membership
  • Content Category Ownership
  • Duty
  • Email Address
  • Event
+22 more

Frequently Asked Questions

  • How do I filter by state?

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    Use Coefficient’s filter panel to select specific sequence states (e.g., Active, Paused) before importing.

  • Can I track state changes over time?

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    Include timestamp fields to see when a sequence entered each state.

  • Will imports respect API rate limits?

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    Coefficient batches calls and adheres to Outreach’s quotas automatically.

  • Can I join states with sequences?

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    Import both Sequence and Sequence State objects and use lookup formulas to map states to cadences.

  • What if auto-refresh fails?

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    Open the Coefficient pane, verify authentication and filters, then retry the refresh.

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