How to Import User Data from Outreach into Excel

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

Learn how to import live User data from Outreach into Excel using Coefficient for team directory and permissions management.

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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.

Coefficient sidebar showing “Import from Objects” option.

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.

CRM and sales connectors list with Outreach highlighted.

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.

Auto-refresh settings with scheduling options.

Available Outreach Objects

  • User

Frequently Asked Questions

  • How can I filter by user role?

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    Use Coefficient’s filter panel to select roles like Admin or User before importing.

  • Can I import inactive users?

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    Yes—apply a status filter to include Active or Inactive users in your import.

  • Will imports respect API rate limits?

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    Coefficient batches calls and adheres to Outreach’s quotas automatically.

  • Can I join users with teams?

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    Import both User and Team objects and use lookup formulas to map users to their teams.

  • What if auto-refresh fails?

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    Open the Coefficient pane, verify authentication and filters, then retry the refresh.

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