Importing Outreach Team records into Excel lets you analyze performance across groups, regions, or departments. Coefficient keeps your sheet synced so you always have the latest team assignments and metrics.
This guide walks you through installing Coefficient, connecting Outreach, importing Team data, and enabling live refresh.
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 select “Team” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. team name), choose fields, and click “Import.”
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Step 4:
Step 4. Enable auto-refresh to keep team data up to date automatically.
Step-by-step guide
Use these steps to bring Outreach Team 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 Team Data
Click “Import from Objects,” choose Outreach, and pick “Team.” Optionally filter by team name or department before importing.

Step 3: Set Up Auto-Refresh (Optional)
After importing, click the auto-refresh icon and schedule hourly, daily, or weekly updates to maintain live team 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
Frequently Asked Questions
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