How to Import Sequence Step Data from Outreach into Excel

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

Learn how to import live Sequence Step data from Outreach into Excel using Coefficient for detailed cadence action tracking.

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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

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Outreach account.

  • Step 2:

    Step 2. Select “Import from Objects” and pick “Sequence Step” under Outreach.

  • Step 3:

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

  • 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.

Coefficient sidebar showing “Import from Objects” option.

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.

CRM and sales connectors list with Outreach highlighted.

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.

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 can I filter steps by type?

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    Use Coefficient’s filter panel to select specific step types (Email, Call, Task) before importing.

  • Can I analyze step order?

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    Import the sequence order field and use Excel sorting or pivot tables to evaluate step progression.

  • Will imports respect API quotas?

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    Coefficient batches calls and adheres to Outreach’s rate limits automatically.

  • Can I join steps with sequences?

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    Import both Sequence and Sequence Step objects and use lookup formulas to map steps to cadence IDs.

  • What if my auto-refresh fails?

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    Open the Coefficient pane, verify settings, then retry the refresh.

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