How to Import Content Category Membership Data from Outreach into Excel

Name: Coefficient
Brand: Coefficient
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using Coefficient excel Add-in (500k+ users)

Learn how to import your Outreach Content Category Membership data into Excel using Coefficient for detailed campaign insights.

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How to Import Content Category Membership Data from Outreach into Excel

Bringing Content Category Membership records into Excel shows which contacts belong to each campaign category, letting you measure reach and engagement. This guide covers installation, import, and auto-refresh with Coefficient.

TLDR

Step 1:

Step 1. In Excel, go to Insert → Get Add-ins → My Add-ins, search “Coefficient” and install.
Step 2:

Step 2. Open Coefficient, click “Import from Objects” and select “Content Category Membership” under Outreach.
Step 3:

Step 3. Apply any filters (e.g. category name, date), then click “Import”.
Step 4:

Step 4. (Optional) Enable scheduled auto-refresh to keep your membership data current.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

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

+21 more

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Frequently Asked Questions

How do I filter by category?

Set filters on the category name or ID before importing to include only relevant memberships.
Can I see which users joined when?

Yes—include the membership date field in your import for time-based analysis.
Will imports respect Outreach rate limits?

Coefficient batches API calls and follows Outreach quotas automatically.
Can I join membership data with contacts?

Import both objects into Excel and use lookup formulas to correlate memberships with contact details.
What if the import fails?

Check authentication and filter settings in the Coefficient pane, then retry the import.