Importing Outreach Sequence Step records into Excel helps you analyze individual steps within cadences—email, call, or task—to measure effectiveness. Coefficient keeps your sheet updated with the latest step details.
This tutorial walks through installing Coefficient, connecting Outreach, importing Sequence Step data, and setting up live refresh.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect to your Outreach account.
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Step 2:
Step 2. Select “Import from Objects” and pick “Sequence Step” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. step type), choose fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep step data live on your schedule.
Step-by-step guide
Use these steps to import Sequence Step data into Excel.
Step 1: Install and Connect Coefficient
In Excel, navigate to Insert → Get Add-ins → My Add-ins, install Coefficient, then open and authorize Outreach in the pane.

Step 2: Import Sequence Step Data
Click “Import from Objects,” choose Outreach, and select “Sequence Step.” Optionally filter by step type (Email, Call) or order before importing.

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

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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