How to Import Content Category Ownership 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 Ownership data into Excel using Coefficient for clearer campaign accountability.

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How to Import Content Category Ownership Data from Outreach into Excel

Importing Content Category Ownership records into Excel lets you see who owns each campaign category—ideal for managing responsibilities and performance. This tutorial walks through installation, import, and scheduling with Coefficient.

TLDR

Step 1:

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

Step 2. Open Coefficient, select “Import from Objects”, then choose “Content Category Ownership” under Outreach.
Step 3:

Step 3. Apply filters (e.g. owner, category) and click “Import”.
Step 4:

Step 4. (Optional) Turn on auto-refresh for live ownership data.

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 owner?

Use the owner filter to import only categories owned by specific team members.
Can I join ownership with category details?

Yes—import both objects into one workbook and use lookup formulas to map owners to categories.
Will imports respect Outreach’s API quotas?

Coefficient handles batching and back-off automatically to stay within rate limits.
Can I track changes in ownership?

Filter by date fields to pull historical ownership records.
What if the import fails?

Check your authentication and filters in the Coefficient pane, then retry.