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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 Snippet records into Excel lets you review and compare reusable message snippets across your team. Coefficient keeps your sheet synced so you always have the latest snippet content and usage metrics.
This guide walks through installing Coefficient, connecting Outreach, importing Snippet data, and setting up live 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 “Snippet” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. folder, author), choose fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep your snippet library updated automatically.
Step-by-step guide
Follow these steps to pull your Outreach Snippet 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 Snippet Data
Click “Import from Objects,” choose Outreach, and pick “Snippet.” Optionally filter by folder or author 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 snippet data.
Available Outreach Objects
- Snippet
Importing Outreach Stage records into Excel lets you track the progress of tasks, calls, and sequences across distinct stages. Coefficient keeps your sheet synced so you always see the current stage status.
This tutorial covers installing Coefficient, selecting the Stage object, importing data, and scheduling updates.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and authorize your Outreach account.
-
Step 2:
Step 2. Click “Import from Objects” and select “Snippet” under Outreach.
-
Step 3:
Step 3. Apply filters (e.g. folder, author), choose fields, and click “Import.”
-
Step 4:
Step 4. Enable auto-refresh to keep your snippet library updated automatically.
Step-by-step guide
Use these steps to import Outreach Stage 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 connect to Outreach.
Step 2: Import Stage Data
Click “Import from Objects,” select Outreach, and pick “Stage.” Optionally filter by stage category before importing.
Step 3: Set Up Auto-Refresh (Optional)
After import, click the auto-refresh icon and schedule updates—hourly, daily, or weekly—to maintain live stage data.
Available Outreach Objects
- Snippet
| Account |
| Call |
| Opportunity |
| Sequence |
| Call Disposition |
| Call Purpose |
| Compliance Request |
| Content Category |
| Content Category Membership |
| Content Category Ownership |
| Duty |
| Email Address |
| Event |
| Favorite |
| Mail Alias |
| Mailbox |
| Mailing |
| Opportunity Prospect Role |
| Opportunity Stage |
| Persona |
| Phone Number |
| Profile |
| Prospect |
| Recipient |
| Role |
| Ruleset |
| Sequence State |
| Sequence Step |
| Sequence Template |
| Snippet |
| Stage |
| Task |
| Task Priority |
| Team |
| Template |
| User |
| How can I filter by stage type? | Use Coefficient’s filter panel to select specific stages before importing. |
| Can I chart stage progression? | Use Excel charts on imported data to visualize movement through stages. |
| Will imports respect API quotas? | Coefficient batches calls and adheres to Outreach’s rate limits automatically. |
| Can I join stages with tasks? | Import both Stage and Task objects and use lookup formulas to map stages to tasks. |
| What if auto-refresh fails? | Open the Coefficient pane, verify settings, then retry the refresh. |
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 snippets by folder?
Use Coefficient’s filter panel to select specific snippet folders before importing.
-
Can I preview snippet content?
Include the snippet body field in your import to view full text in Excel.
-
Will imports respect API rate limits?
Coefficient batches calls and follows Outreach’s quotas automatically.
-
Can I join snippets with sequences?
Import both Snippet and Sequence objects and use lookup formulas to map snippet usage.
-
What if auto-refresh fails?
Open the Coefficient pane, verify settings, then retry the refresh.
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