How do I import 'categories' when exporting contacts from Outlook?

[RichardOR]

Hi guys,

So I'm exporting my contacts from Outlook to a csv file.

The outlook contacts are messy and contain dupliates etc so I will tidy up contacts in a spreadsheet then import into Hubspot CRM

My problem is, that when I export contacts from MS Outlook, the category information is not getting exported.

for example: Adam Smith has 3 categories 'R&D', 'IT' and '5G'

but when I export it, I don't see any of these categories.

1) Appreciate this is more of an Outlook questions: is it possible to see these categories in the export? how would I go about doing this? I've tried searching the web but not found anything that works (I use the web-version)

2) If I instead sync contacts to Outlook, will category data be synced too and would that be available in Hubspot?

Thank-you

[RichardOR]

Thank you very much for taking trouble to reply - I will look into your suggestions

Thanks again!

[karstenkoehler · Accepted solution]

Hi @RichardOR,

Happy to help here.

---

@RichardOR wrote:

1) Appreciate this is more of an Outlook questions: is it possible to see these categories in the export? how would I go about doing this? I've tried searching the web but not found anything that works (I use the web-version)

---

This doesn't seem to be possible out of the box. Third-party providers are offering tools for this, such as PCVITA: https://www.pcvita.com/blog/export-contacts-from-outlook-by-category.html (disclaimer: I haven't ever used this tool and not vetted whether it's safe to use either)

---

@RichardOR wrote:

2) If I instead sync contacts to Outlook, will category data be synced too and would that be available in Hubspot?

---

It looks like Categories are considered an Outlook field and HubSpot allows for mapping up to 14 default fields as part of the Operations Hub Starter, Professional or Enterprise data sync: https://knowledge.hubspot.com/integrations/connect-hubspot-and-outlook-contacts#customize-your-field... (disclaimer: I haven't checked this either but you could do a trial or short subscription for one of these products to check)

Best regards!