How to Import Template Data from Outreach into Excel

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

Learn how to import live Template data from Outreach into Excel using Coefficient for content performance and management.

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Importing Outreach Template records into Excel allows you to analyze email template usage, open rates, and performance. Coefficient keeps your sheet synced so you always see the latest template metrics.

This guide walks through installing Coefficient, connecting Outreach, importing Template data, and scheduling live refresh.

TLDR

  • Step 1:

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

  • Step 2:

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

  • Step 3:

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

  • Step 4:

    Step 4. Enable auto-refresh to keep template data live on a schedule.

Step-by-step guide

Use these steps to bring Outreach Template data into Excel.

Step 1: Install and Connect Coefficient

In Excel, navigate to Insert → Get Add-ins → My Add-ins, install Coefficient, then open the pane and connect to Outreach.

Coefficient sidebar showing “Import from Objects” option.

Step 2: Import Template Data

Click “Import from Objects,” select Outreach, and pick “Template.” Optionally filter by folder or name before importing.

CRM and sales connectors list with Outreach highlighted.

Step 3: Set Up Auto-Refresh (Optional)

After import, click the auto-refresh icon and choose hourly, daily, or weekly schedules to maintain live template 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 do I filter by template folder?

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    Use Coefficient’s filter panel to select a specific folder before importing.

  • Can I analyze open rates by template?

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    Include open rate fields and use Excel charts or pivot tables for analysis.

  • Will imports respect API limits?

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    Coefficient batches calls and follows Outreach’s quotas automatically.

  • Can I join templates with mailings?

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    Import both Template and Mailing objects and use lookup formulas to correlate them.

  • What if auto-refresh fails?

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    Open the Coefficient pane, verify settings, then retry the refresh.

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