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Importing Content Category records from Outreach into Excel helps you segment campaigns by type—such as email templates, sequences, or snippets—for clearer performance insights. This guide covers install, import, and auto-refresh steps.
TLDR
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Step 1:
Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
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Step 2:
Step 2. Open Coefficient, select “Import from Objects”, then choose “Content Category” under Outreach.
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Step 3:
Step 3. Apply filters on category name or type, then click “Import”.
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Step 4:
Step 4. (Optional) Schedule auto-refresh to keep categories up to date.
What Outreach Objects Are Available?
Account
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
- Favorite
Related Outreach Use Cases
How to Import User Data from Outreach into Google Sheets
Learn how to easily import live Outreach User data into Google Sheets using Coefficient for streamlined user analysis and reporting.
How to Import Template Data from Outreach into Google Sheets
Learn how to easily import live Outreach Template data into Google Sheets using Coefficient for streamlined template analysis and reporting.
How to Import Team Data from Outreach into Google Sheets
Learn how to easily import live Outreach Team data into Google Sheets using Coefficient for streamlined team analysis and reporting.
Frequently Asked Questions
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How do I limit categories by type?
Use filters on category name or tag to include only the ones you need.
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Can I see usage counts?
Pull in the membership object too to count how often each category is used.
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Will imports respect API rate limits?
Coefficient batches calls and follows Outreach’s quotas automatically.
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Can I join category data with sequences?
Yes—import both objects and use Excel formulas to map categories to sequences.
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What if the refresh fails?
Verify filters and authentication in the Coefficient pane, then retry the import.
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