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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 Template records into Excel gives you insight into which cadence templates perform best. Coefficient keeps your spreadsheet synced so you always have the latest template metrics.
This guide covers installing Coefficient, selecting the Sequence Template object, importing data, and scheduling live updates.
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 choose “Sequence Template” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. template name), select fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep template metrics updated automatically.
Step-by-step guide
Follow these steps to import Sequence Template 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 Template Data
Click “Import from Objects,” select Outreach, and pick “Sequence Template.” Optionally filter by template or folder before importing.
Step 3: Set Up Auto-Refresh (Optional)
After import, click the auto-refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to maintain live template 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 do I filter by template?
Use Coefficient’s filter panel to select specific sequence templates before importing.
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Can I analyze template performance?
Include fields like open rate and reply rate, then use Excel to build performance charts.
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Will imports respect API rate limits?
Coefficient batches calls and adheres to Outreach’s quotas automatically.
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Can I join templates with sequences?
Import both Sequence and Sequence Template objects and use lookup formulas to map templates to cadence IDs.
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What if auto-refresh fails?
Open the Coefficient pane, verify settings, then retry the refresh.
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