Outreach to Excel Online

Automatically Export & Sync Outreach Data to Excel Online

Outreach
a black arrow pointing to the right
Excel Online
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Accounts-Alltime
Accounts-Last X days
Date Rangable
Audits-Alltime
Audits-Last X days
Date Rangable
Calls-Alltime
Calls-Last X days
Date Rangable
Events-Alltime
Events-Last X days
Date Rangable
Favorites-Alltime
Favorites-Last X days
Date Rangable
Opportunities-Alltime
Opportunities-Last X days
Date Rangable
Personas-Alltime
Personas-Last X days
Date Rangable
Profiles-Alltime
Profiles-Last X days
Date Rangable
Prospects-Alltime
Prospects-Last X days
Date Rangable
Recipients-Alltime
Roles
Sequences-Alltime
Sequences-Last X days
Date Rangable
Tasks-Alltime
Tasks-Last X days
Date Rangable
Tasks-Incomplete
Tasks-Complete
Teams
Users

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Outreach.

If you only need to export your data one time, check the website of Outreach to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Outreach.
Outreach is a sales engagement platform that accelerates revenue growth by optimizing every interaction throughout the customer lifecycle.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Scopes

Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).

As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.

Excel Online XLSX files can be stored in and opened directly from OneDrive or OneDrive for Business.

File Formats

Integration Flow

Setup

Step 1

Select Outreach from the Data Source dropdown and Excel Online from the Data Destination dropdown.

Step 2

Authorize Outreach with your credentials using the OAuth flow.

Step 3

Authorize Excel Online with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 28 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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