)
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 User records into Excel gives you a centralized view of every team member, including roles, permissions, and contact details. Coefficient keeps your sheet synced so you always work with the latest user directory.
This guide walks you through installing Coefficient, connecting Outreach, importing User data, and scheduling live refresh in Excel.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and authorize your Outreach account.
-
Step 2:
Step 2. Click “Import from Objects” and select “User” under Outreach.
-
Step 3:
Step 3. Apply filters (e.g. role or status), choose fields, and click “Import.”
-
Step 4:
Step 4. Enable auto-refresh to keep your user directory updated automatically.
Step-by-step guide
Follow these steps to bring Outreach User data into Excel.
Step 1: Install and Connect Coefficient
In Excel, go to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install it. Then open the Coefficient pane and connect to Outreach to grant access.
Step 2: Import User Data
Click “Import from Objects,” choose Outreach, and pick “User.” Optionally filter by role (Admin, User) or status (Active, Inactive) before importing.
Step 3: Set Up Auto-Refresh (Optional)
After importing, click the auto-refresh icon in the Coefficient pane and choose hourly, daily, or weekly schedules to maintain a live user list.
Available Outreach Objects
- User
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 user role?
Use Coefficient’s filter panel to select roles like Admin or User before importing.
-
Can I import inactive users?
Yes—apply a status filter to include Active or Inactive users in your import.
-
Will imports respect API rate limits?
Coefficient batches calls and adheres to Outreach’s quotas automatically.
-
Can I join users with teams?
Import both User and Team 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
