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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 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
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Step 1:
Step 1. Install Coefficient for Excel and link your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and choose “Task Priority” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. priority level), select fields, and click “Import.”
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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.
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.
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.
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 by priority level?
Use Coefficient’s filter panel to select High, Medium, or Low before importing.
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Can I bulk update priorities?
Not currently—Coefficient supports read-only imports only.
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Will imports respect API quotas?
Coefficient batches calls and follows Outreach’s rate limits automatically.
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Can I join priorities with tasks?
Import both Task and Task Priority objects and use lookup formulas to map priorities to tasks.
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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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