Schedule your Import, Snapshots, and Data Alerts
When you begin an Outreach import for the first time, you will need to go through a few steps to connect Outreach as a data source for Coefficient.
Open the Coefficient Sidebar and click the Menu option.
Select “Connected Sources”.
Select “Add Connection*”* at the bottom and then “Connect” to Outreach.
“Authorize” Coefficient to connect to your Outreach account.
Enter your username and password and click “Sign In”. You will then be redirected back to your spreadsheet and access has been granted for Coefficient to your Outreach account. 🙌🏼
Open the Coefficient Sidebar and click on the “Import from…” button. ****
Select “Outreach” from the list.
Select “From Objects & Fields”.
Select an object from those listed. (example: ”Prospect”)
Check the box(es) corresponding to the fields you would like to include in this import. The fields selected will appear in the data previewer on the right of the screen. (Note: The preview only shows a sample of the results that will be included in your import)
Customize your import by adding filters, sorts, or limits as needed. Then click, “Import” on the top right of your screen.
Congratulations on your first Outreach import in Coefficient! 👍🏼
