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
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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 select “User” under Outreach.
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Step 3:
Step 3. Apply filters (e.g. role or status), choose fields, and click “Import.”
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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
Frequently Asked Questions
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