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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
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
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.
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.
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.
Frequently Asked Questions
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How can I filter steps by type?
Use Coefficient’s filter panel to select specific step types (Email, Call, Task) before importing.
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Can I analyze step order?
Import the sequence order field and use Excel sorting or pivot tables to evaluate step progression.
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Will imports respect API quotas?
Coefficient batches calls and adheres to Outreach’s rate limits automatically.
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Can I join steps with sequences?
Import both Sequence and Sequence Step objects and use lookup formulas to map steps to cadence IDs.
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What if my auto-refresh fails?
Open the Coefficient pane, verify settings, then retry the refresh.
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