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“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 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
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
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How do I filter by template folder?
Use Coefficient’s filter panel to select a specific folder before importing.
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Can I analyze open rates by template?
Include open rate fields and use Excel charts or pivot tables for analysis.
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Will imports respect API limits?
Coefficient batches calls and follows Outreach’s quotas automatically.
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Can I join templates with mailings?
Import both Template and Mailing objects and use lookup formulas to correlate them.
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What if auto-refresh fails?
Open the Coefficient pane, verify settings, then retry the refresh.
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