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Overview

With the Outset integration, you can automatically export reports generated in Outset into your Dovetail workspace. This ensures your Outset research is stored, searchable, and connected with the rest of your customer intelligence in Dovetail. Currently, the integration is one-way: data flows from Outset → Dovetail. All setup is initiated in Outset. Outset is a connected app: each user connects their own Dovetail account from Outset, as part of exporting a report. Learn more about connected apps →
Connected before August 30, 2026? Outset recently updated the permissions this integration uses. If you connected before August 30, 2026, and haven’t reconnected since, report exports may fail silently — Outset will confirm the export was “sent to Dovetail,” but the report won’t appear in your project. To fix this, disconnect and reconnect the integration.

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Who can set up the integration

  • You must have an active Outset account.
  • You must have an active account to a Dovetail workspace.

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Connect to Outset from Dovetail

You’ll find Outset in Settings → Connected apps, under App connectors. Selecting Connect next to Outset opens a dialog, and its Connect button takes you to the Outset website, where you can fill in your details and book a demo. Currently, all setup is initiated and managed entirely from Outset. There are no configuration steps required inside Dovetail.

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Export reports from Outset

  1. In Outset, open the Report you want to export.
  2. In the top-right corner, click the Download button (down arrow icon).
  3. From the dropdown, select Export to Dovetail.
  4. A window will appear, prompting you to:
    • Connect to your Dovetail account.
    • Authenticate using your preferred login option.
    • If you don’t have a Dovetail account, select Sign up for one here.
  5. Once connected, the Export Report to Dovetail dialog appears.
    • Search for or enter the name of an existing Dovetail project where you want to send the report.
    • Click Export report.
  6. A confirmation message will appear in Outset once the export has been successfully sent to Dovetail.

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Access imported reports in Dovetail

  1. Log in to Dovetail.
  2. Open the project you selected during the export process.
  3. Go to the Docs tab.
  4. Your imported Outset report will appear there, ready to:
    • Search
    • Analyze
    • Query with contextual Chat
    • Share with your team
Imported reports are stored as docs in that project, alongside the rest of your project’s data.

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Disconnect and reconnect the integration

  1. Log in to your Outset account.
  2. Go to your Account settings or Integrations dashboard.
  3. Find Dovetail in your active connections list.
  4. Click Disconnect or Remove access.
  5. Reconnect by following the steps in Export reports from Outset — you’ll be prompted to authenticate with Dovetail again during the export.

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Requested permissions

When you connect your Outset account to Dovetail, you grant Dovetail permission to:
  • List your projects: Get a list of your projects associated with your workspace.
  • Access report data: Import Outset reports into your Dovetail workspace.
Dovetail only pulls data from Outset. We do not modify or write data back to your Outset account. Your original reports remain unchanged in Outset.