How to Import Task Priority Data from Outreach into Excel

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

Learn how to import live Task Priority data from Outreach into Excel using Coefficient for workload triage and reporting.

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Importing Outreach Task Priority records into Excel lets you sort and filter tasks by urgency—High, Medium, or Low—to optimize team workflows. Coefficient keeps your sheet synced so you always have the latest priority assignments.

This guide shows you how to install Coefficient, connect to Outreach, import Task Priority data, and enable scheduled refresh in Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and link your Outreach account.

  • Step 2:

    Step 2. Click “Import from Objects” and choose “Task Priority” under Outreach.

  • Step 3:

    Step 3. Apply filters (e.g. priority level), select fields, and click “Import.”

  • Step 4:

    Step 4. Enable auto-refresh to keep priorities up to date automatically.

Step-by-step guide

Follow these steps to pull Task Priority data into Excel.

Step 1: Install and Connect Coefficient

In Excel, go to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install. Then open the pane and authorize Outreach.

Coefficient sidebar showing “Import from Objects” option.

Step 2: Import Task Priority Data

Click “Import from Objects,” select Outreach, and pick “Task Priority.” Optionally filter by level (High, Medium, Low) before importing.

CRM and sales connectors list with Outreach highlighted.

Step 3: Set Up Auto-Refresh (Optional)

After importing, click the auto-refresh icon in the Coefficient pane and choose hourly, daily, or weekly schedules to maintain live priority 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 by priority level?

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    Use Coefficient’s filter panel to select High, Medium, or Low before importing.

  • Can I bulk update priorities?

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    Not currently—Coefficient supports read-only imports only.

  • Will imports respect API quotas?

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    Coefficient batches calls and follows Outreach’s rate limits automatically.

  • Can I join priorities with tasks?

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    Import both Task and Task Priority objects and use lookup formulas to map priorities to tasks.

  • What if auto-refresh fails?

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    Open the Coefficient pane, verify authentication and filters, then retry the refresh.

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