topic Re: How to sync Categories with Outlook Contacts Sync in Tips, Tricks & Best Practices

How to sync Categories with Outlook Contacts Sync

BAfia — Mon, 08 May 2023 16:25:15 GMT

How can I sync Categories with Outlook Contacts Sync (on Mac)?

Thank you🙏🏻

Re: How to sync Categories with Outlook Contacts Sync

jolle — Mon, 08 May 2023 17:02:53 GMT

Hey @BAfia, thanks for reaching out!

Looking at the integration guide from HubSpot, you can sync categories from Outlook only if you have an Operations Hub Starter subscription or higher. If you don't have access to those custom field mappings, you won't be able to automatically sync this data.

Your other option is exporting your Outlook contacts, along with their category, and manually importing that list into HubSpot to update records in bulk. This option doesn't require any additional HubSpot subscriptions, but it will be a manual process and contacts will be updated only when you run the import, not in real-time.

Hope this helps!!

Re: How to sync Categories with Outlook Contacts Sync

BAfia — Mon, 08 May 2023 17:13:53 GMT

Thanks @jolle 😊

I've ended up using Outlook Sync because you can't export contacts from Outlook Mac or 365 in browser as a CSV file. So sync was my workaround. Do you know of a way to export from Outlook at a CSV?

Re: How to sync Categories with Outlook Contacts Sync

JJHV — Wed, 18 Sep 2024 14:59:05 GMT

This doesn't make sense. As Outlook deprecated FOLDERS (which is part of the default syn) and only supports categories. OLD Folders got turned into Categories.
We need the API integration to be updated to match the Outlook API, as it stands today, the standard sync is difficient and unusable for us.