)
Written by
Table of Contents
“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 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
-
Step 1:
Step 1. Install Coefficient for Excel and link your Outreach account.
-
Step 2:
Step 2. Click “Import from Objects” and select “Team” under Outreach.
-
Step 3:
Step 3. Apply filters (e.g. team name), choose fields, and click “Import.”
-
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
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
-
How can I filter by team?
Use Coefficient’s filter panel to select specific teams or departments before importing.
-
Can I measure team performance?
Include metrics fields like total sends or replies, then use Excel charts or pivot tables.
-
Will imports respect API quotas?
Coefficient batches calls and adheres to Outreach’s rate limits automatically.
-
Can I join teams with users?
Import both Team and User objects and use lookup formulas to map users to their teams.
-
What if auto-refresh fails?
Open the Coefficient pane, verify authentication and filters, then retry the refresh.
Trusted By Over 50,000 Companies
