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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 Task records into Excel helps you monitor team workloads, due dates, and completion rates. Coefficient keeps your sheet synced so you always have up-to-date task information.
This guide walks you through installing Coefficient, selecting the Task object, importing your tasks, and enabling scheduled refresh.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and select “Task” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. due date, status), choose fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep your task list current automatically.
Step-by-step guide
Use these steps to bring Outreach Task 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 authorize Outreach.
Step 2: Import Task Data
Click “Import from Objects,” pick Outreach, and choose “Task.” Optionally filter by due date or status before importing.
Step 3: Set Up Auto-Refresh (Optional)
After importing, click the refresh icon and schedule hourly, daily, or weekly updates to maintain live task 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 tasks by status?
Use Coefficient’s filter panel to select statuses like Open, Completed, or Overdue before importing.
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Can I track task completion rates?
Include completion date fields and use Excel formulas or pivot tables to calculate rates.
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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 tasks with users?
Import both Task and User objects and use lookup formulas to map tasks to assignees.
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What if auto-refresh fails?
Open the Coefficient pane, verify authentication and filters, then retry the refresh.
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