How to Request an Ad Hoc (One-Time) Export of Your Outreach Data

Created by Liliana Novac, Modified on Tue, 24 Feb at 6:25 PM by Joel Sandi

Objective

There are multiple ways to export data from Outreach, including Data Sharing through Snowflake, the Outreach API, and various reports within the Outreach app. Outreach can also provide customers one-off data export request capability. Please review our information regarding various use cases and request procedure when data extraction is needed from an Outreach instance. To make sure we provide you the data you are looking for, carefully review the below and help us identify exactly what you need.

Applies To 

  • Outreach Admins

Before You Begin 

Please note that exported data is in compressed .json format and separated by the respective tables outlined in the FAQ below. As the exported data is raw, and technical in nature, you will likely need an engineer(s) on your end to extract, transform, and load it into your desired outcomes.

In addition to this type of large-scale extraction, we also provide/support other measures to export and analyze your data you may wish to consider as more manageable alternatives:

One-Time Data Extraction Request Process FAQ

How should I submit a one-off data export request? 

This request must be made by an Admin of your Outreach instance. Please first:

  1. Log in to our Support Portal. (Learn how here.)
  2. Click here to submit a ticket for your data extraction request.
Note for FORMER Outreach customers: In compliance with our data security policies, Outreach instance data is deleted 60 days after the conclusion of services. You can request a one-time export of your Outreach data while it remains available, though please keep in mind the noted turnaround time. Click here to submit your request via our basic ticket form and proceed using the guidelines below.

Ensure these form fields are completed as follows:

  • Please choose your issue below: Support Inquiries
  • Subject: One-off Data Export Request
  • Product Area: Data Extraction Request

Proceed to complete the rest of the request form as applicable. See below for additional guidance.

What should I put in the ticket Description?

In order to make sure your request is matching your expectations and we don’t miss any details, please ensure to:

  • Describe exactly the use case behind this request so the team knows better how to help you.
  • Provide a granular list of objects/fields you are looking for.
  • [Optional but very helpful] Include screenshots from the reports pointing to exact numbers.

EXAMPLE: If you are looking for sequences data, specify if you’re looking for:

  • the sequence name and specifics per sequence (openCount per sequence, when sequence was created, etc.)
  • the sequence step details with intervals
  • mailings, calls, and tasks along with users involved in those sequences
  • etc. 

What data/tables can be extracted today? 

accounts mailings schedules
calendar_events meeting_fields sequences
calendar_event_attendees meeting_types sequence_states
calls messenger_conversations sequence_steps
call_dispositions messenger_messages sequence_templates
call_purposes opportunities smart_views
content_categories opportunity_prospect_roles snippets
content_category_memberships opportunity_stages stages
content_category_ownerships personas tags
custom_duties phone_numbers tasks
custom_validations profiles task_priorities
duties prospects teams
email_addresses recipients templates
events referral_predictions users
favorites return_date_predictions webhooks
mail_aliases roles  
mailbox_contacts rulesets  

 

What if there's something I need that's not in the provided list? 

We want to hear from you and validate if it is indeed missing. In your Support ticket, please indicate your need in detail.

What format can/will this data be returned in?

It is a compressed JSON file.

How will the data be delivered?

Once the data is extracted, the Outreach team will share a link with you that's created specifically for your request. You will have 12 hours to download the export. The link will be unusable after this time for security reasons.

What is the turnaround time?

Approximately 1 month.

Can I see a sample of the file, so I can understand the structure and whether I can work with it?

Absolutely! Here are two examples:

Data Extract for one Prospect record
{
  "accountId": 1762,
  "addressCity": "Italy",
  "addressCountry": "Italy",
  "addressState": "Italy",
  "clickCount": 0,
  "createdAt": "2022-03-31 04:43:57.000000",
  "creatorId": 32,
  "creatorType": "Import",
  "customFieldsLong": "{\"custom1\":\"4354612000\",
    \"custom2\":\"3964352200\",
    \"custom3\":\"Engineering \u0026 Technical\",
    \"custom5\":\"Owner\",
    \"custom6\":\"2021-08-01\"}",
  "engagedScore": 0,
  "firstName": "Kagan",
  "histogramDirty": 1,
  "histogramInbound1": 0,
  "histogramInbound10": 0,
  "histogramInbound11": 0,
  "histogramInbound12": 0,
  "histogramInbound2": 0,
  "histogramInbound3": 0,
  "histogramInbound4": 0,
  "histogramInbound5": 0,
  "histogramInbound6": 0,
  "histogramInbound7": 0,
  "histogramInbound8": 0,
  "histogramInbound9": 0,
  "histogramOutbound1": 0,
  "histogramOutbound10": 0,
  "histogramOutbound11": 0,
  "histogramOutbound12": 0,
  "histogramOutbound2": 0,
  "histogramOutbound3": 0,
  "histogramOutbound4": 0,
  "histogramOutbound5": 0,
  "histogramOutbound6": 0,
  "histogramOutbound7": 0,
  "histogramOutbound8": 0,
  "histogramOutbound9": 0,
  "id": 2205,
  "lastName": "Gorgosl",
  "linkedIn": "https://www.linkedin.com/in/xxxxx",
  "linkedInSlug": "xxxx",
  "openCount": 0,
  "replyCount": 0,
  "source": "Apollo",
  "timeZone": "Asia/Kolkata",
  "title": "Product owner",
  "updatedAt": "2022-03-31 04:43:57.000000",
  "updaterId": 32,
  "updaterType": "Import",
  "website": "http://www.test.com"
}

 

Data extract for sequenceState
{
"activatedAt": "2022-07-06 09:10:50.000000",
"batchItemCreatorId": 26594,
"bounceCount": 0,
"callCompletedCount": 0,
"callNoAnswerCount": 0,
"clickCount": 0,
"createdAt": "2022-07-06 09:10:50.000000",
"creatorId": 3,
"creatorType": "User",
"deliverCount": 5,
"failureCount": 0,
"id": 4760,
"isTrashed": 0,
"mailboxId": 5,
"meetingBookedCount": 0,
"negativeReplyCount": 0,
"neutralReplyCount": 0,
"openCount": 4,
"optOutCount": 0,
"positiveReplyCount": 0,
"prospectId": 4856,
"replyCount": 0,
"scheduleCount": 0,
"sequenceId": 146,
"sequenceStepId": 1203,
"sequenceTemplateId": 1207,
"state": "finished",
"stateChangedAt": "2022-10-07 08:30:29.000000",
"stepEnteredAt": "2022-10-07 08:04:07.000000",
"updatedAt": "2022-10-08 00:00:40.000000",
"userId": 3
}

 


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