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
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Step 1:
Step 1. Install Coefficient for Excel and authorize your Outreach account.
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Step 2:
Step 2. Click “Import from Objects” and choose “Template” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. folder), select fields, and click “Import.”
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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.

Step 2: Import Template Data
Click “Import from Objects,” select Outreach, and pick “Template.” Optionally filter by folder or name before importing.

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.

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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