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Overview

With the Outset integration, you can automatically export reports generated in Outset into your OCSEE workspace. This ensures your Outset research is stored, searchable, and connected with the rest of your customer intelligence in OCSEE. Currently, the integration is one-way: data flows from Outset → OCSEE. All setup is initiated in Outset.
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 OCSEE,” 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 OCSEE workspace.

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Connect to Outset from OCSEE

You’ll find Outset listed on the Integrations page in OCSEE. Clicking the Outset logo takes you to the Outset web discovery page, 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 OCSEE.

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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 OCSEE.
  4. A window will appear, prompting you to:
    • Connect to your OCSEE account.
    • Authenticate using your preferred login option.
    • If you don’t have a OCSEE account, select Sign up for one here.
  5. Once connected, the Export Report to OCSEE dialog appears.
    • Search for or enter the name of an existing OCSEE 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 OCSEE.

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Access imported reports in OCSEE

  1. Log in to OCSEE.
  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
This ensures your Outset reports live alongside all your other customer data in OCSEE, providing a single source of truth for customer intelligence.

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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 OCSEE 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 OCSEE again during the export.

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Requested permissions

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