How to Import Team Data from Outreach into Excel

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

Learn how to import live Team data from Outreach into Excel using Coefficient for team performance and segmentation.

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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.

Coefficient sidebar showing “Import from Objects” option.

Step 2: Import Team Data

Click “Import from Objects,” choose Outreach, and pick “Team.” Optionally filter by team name or department before importing.

CRM and sales connectors list with Outreach highlighted.

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.

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 team?

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    Use Coefficient’s filter panel to select specific teams or departments before importing.

  • Can I measure team performance?

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    Include metrics fields like total sends or replies, then use Excel charts or pivot tables.

  • Will imports respect API quotas?

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    Coefficient batches calls and adheres to Outreach’s rate limits automatically.

  • Can I join teams with users?

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    Import both Team and User objects and use lookup formulas to map users to their teams.

  • 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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