Compiling Genesys Cloud Outbound Campaign Contact Lists via Python SDK

What You Will Build

A Python module that programmatically creates an outbound contact list, configures deduplication and compliance rules, imports contacts via CSV source reference, triggers atomic compilation, tracks acceptance rates and latency, and routes webhook events for CRM synchronization and audit logging. This tutorial uses the Genesys Cloud CX Python SDK and the outbound:contactlist:write, outbound:contact:write, and webhook:write scopes. The implementation covers Python 3.9 and newer.

Prerequisites

• OAuth confidential client registered in Genesys Cloud with permissions for outbound list management
• Required scopes: outbound:contactlist:write outbound:contactlist:read outbound:contact:write outbound:contact:read webhook:write
• Genesys Cloud CX Python SDK version 11.0 or newer (pip install genesys-cloud-python-sdk)
• Python 3.9+ runtime
• External dependencies: requests, typing, json, time, logging

Authentication Setup

Genesys Cloud uses OAuth 2.0 client credentials flow for server-to-server API access. The following code retrieves an access token, caches it, and handles expiry boundaries. The token is injected directly into the SDK configuration object.

import requests
import time
from typing import Optional

class GenesysAuthManager:
    def __init__(self, client_id: str, client_secret: str, env_url: str = "https://api.mypurecloud.com"):
        self.client_id = client_id
        self.client_secret = client_secret
        self.env_url = env_url.rstrip("/")
        self._access_token: Optional[str] = None
        self._token_expiry: float = 0.0

    def get_access_token(self) -> str:
        if self._access_token and time.time() < self._token_expiry - 60:
            return self._access_token

        token_url = f"{self.env_url}/oauth/token"
        payload = {
            "grant_type": "client_credentials",
            "client_id": self.client_id,
            "client_secret": self.client_secret
        }

        response = requests.post(token_url, data=payload)
        response.raise_for_status()

        token_data = response.json()
        self._access_token = token_data["access_token"]
        self._token_expiry = time.time() + token_data["expires_in"] - 60
        return self._access_token

The get_access_token method enforces a sixty-second buffer before expiry to prevent mid-request authentication failures. The SDK configuration will consume this token directly.

Implementation

Step 1: Initialize SDK & Configure List Schema with Compliance Directives

List creation requires explicit compliance configuration before contact ingestion. The ListSettings model controls deduplication matrices, DNC list associations, timezone enforcement, and phone normalization triggers. These settings prevent invalid number delivery during campaign scaling.

from genesyscloud.rest import Configuration
from genesyscloud.outbound.api import OutboundApi
from genesyscloud.outbound.model import (
    ContactList,
    ListSettings,
    CreateContactRequest
)
from datetime import datetime

def initialize_outbound_sdk(env_url: str, access_token: str) -> OutboundApi:
    config = Configuration(
        host=env_url,
        access_token=access_token
    )
    return OutboundApi(config)

def create_compliant_outbound_list(api: OutboundApi, list_name: str, dnc_list_id: str, timezone_id: str) -> str:
    list_settings = ListSettings(
        do_not_call_list_id=dnc_list_id,
        timezone_id=timezone_id,
        deduplication_mode="CONTACT",
        deduplication_fields=["phone_number"],
        phone_normalization=True,
        format_verification=True
    )

    contact_list = ContactList(
        name=list_name,
        description="Automated compliant outbound list",
        settings=list_settings,
        list_type="CSV"
    )

    try:
        create_response = api.post_outbound_lists(body=contact_list)
        return create_response.id
    except Exception as e:
        raise RuntimeError(f"List creation failed: {e}")

The deduplication_mode set to CONTACT ensures duplicate phone numbers across the same list are collapsed. The phone_normalization and format_verification flags trigger automatic E.164 conversion and structural validation before the dialer queue accepts records.

Step 2: Construct Compile Payload with CSV Source Reference & Deduplication Matrix

Genesys Cloud accepts contact batches via POST /api/v2/outbound/contactlists/{listId}/contacts. The payload must reference a CSV source URI or contain an inline contact array. This example uses an inline array with explicit schema validation against dialer constraints. The API enforces a maximum of 100,000 records per request, but production workloads should batch at 10,000 to prevent 503 queue saturation.

from typing import List, Dict, Any

MAX_BATCH_RECORDS = 10000

def validate_contact_schema(contacts: List[Dict[str, Any]]) -> None:
    required_fields = {"phone_number", "first_name", "last_name"}
    for idx, contact in enumerate(contacts):
        missing = required_fields - set(contact.keys())
        if missing:
            raise ValueError(f"Contact index {idx} missing fields: {missing}")
        if not contact["phone_number"].startswith("+"):
            raise ValueError(f"Contact index {idx} phone_number must be E.164 formatted")

def batch_contacts(contacts: List[Dict[str, Any]]) -> List[List[Dict[str, Any]]]:
    return [contacts[i:i + MAX_BATCH_RECORDS] for i in range(0, len(contacts), MAX_BATCH_RECORDS)]

def build_compile_payload(contacts: List[Dict[str, Any]], compile_flag: bool = True) -> CreateContactRequest:
    validate_contact_schema(contacts)
    return CreateContactRequest(
        contacts=contacts,
        compile=compile_flag,
        format_verification=True,
        phone_normalization=True
    )

The validate_contact_schema function enforces dialer database constraints before transmission. The batch_contacts function splits large datasets into atomic chunks. The build_compile_payload function constructs the SDK model with explicit compile directives.

Step 3: Execute Atomic POST & Validate Dialer Constraints

Atomic POST operations require explicit error handling for 400 schema violations, 403 scope failures, and 429 rate limits. The following function executes the batch upload, captures the compile job ID, and validates initial acceptance rates.

import logging

logger = logging.getLogger("outbound_compiler")

def execute_atomic_compile(api: OutboundApi, list_id: str, payload: CreateContactRequest) -> Dict[str, Any]:
    try:
        response = api.post_outbound_contactlists_contacts(
            contact_list_id=list_id,
            body=payload
        )
        logger.info(f"Compile job submitted. ID: {response.id}, Status: {response.status}")
        return {
            "job_id": response.id,
            "status": response.status,
            "total_contacts": response.total_contacts,
            "accepted_contacts": response.accepted_contacts,
            "rejected_contacts": response.rejected_contacts
        }
    except Exception as e:
        status_code = getattr(e, "status", None)
        if status_code == 400:
            raise ValueError(f"Schema validation failed: {e.body}")
        elif status_code == 403:
            raise PermissionError(f"Insufficient OAuth scopes: {e.body}")
        elif status_code == 429:
            raise RuntimeError("Rate limit exceeded. Implement exponential backoff.")
        else:
            raise RuntimeError(f"Compile POST failed: {e}")

The response object returns immediate acceptance metrics. Rejected contacts are logged by the platform with specific reason codes (DNC match, invalid timezone, format failure). The function raises typed exceptions for downstream retry logic.

Step 4: Track Compile Latency, Acceptance Rates & Audit Logging

Compile jobs run asynchronously. Polling GET /api/v2/outbound/contactlists/{listId}/compile provides real-time progress. This function tracks latency, calculates acceptance rates, and writes structured audit logs for compliance governance.

import json
from pathlib import Path

def poll_compile_status(api: OutboundApi, list_id: str, job_id: str, audit_dir: str = "./audit_logs") -> Dict[str, Any]:
    Path(audit_dir).mkdir(parents=True, exist_ok=True)
    start_time = time.time()
    max_polls = 60
    poll_interval = 5

    for attempt in range(max_polls):
        time.sleep(poll_interval)
        compile_status = api.get_outbound_contactlists_compile(contact_list_id=list_id)
        elapsed = time.time() - start_time

        if compile_status.status in ["COMPLETED", "FAILED"]:
            acceptance_rate = (compile_status.accepted_contacts / compile_status.total_contacts) * 100 if compile_status.total_contacts > 0 else 0.0
            audit_record = {
                "job_id": job_id,
                "list_id": list_id,
                "status": compile_status.status,
                "total_contacts": compile_status.total_contacts,
                "accepted_contacts": compile_status.accepted_contacts,
                "rejected_contacts": compile_status.rejected_contacts,
                "acceptance_rate_pct": round(acceptance_rate, 2),
                "latency_seconds": round(elapsed, 2),
                "timestamp": datetime.utcnow().isoformat()
            }
            
            audit_file = Path(audit_dir) / f"compile_audit_{job_id}.json"
            with open(audit_file, "w") as f:
                json.dump(audit_record, f, indent=2)
            
            logger.info(f"Compile finished. Latency: {elapsed:.2f}s, Acceptance: {acceptance_rate:.1f}%")
            return audit_record

    raise TimeoutError("Compile job exceeded maximum polling duration.")

The polling loop respects API rate limits by spacing requests at five-second intervals. The audit log captures latency, acceptance rates, and rejection counts for compliance reporting.

Step 5: Configure Webhook Callbacks for CRM Sync & Event Routing

External CRM systems require event synchronization. This function registers a webhook that triggers on compile completion and failure events. The payload routes to a secure endpoint for downstream record alignment.

from genesyscloud.webhook.api import WebhookApi
from genesyscloud.webhook.model import (
    CreateWebhookRequest,
    Webhook,
    WebhookEventType,
    WebhookRequest,
    WebhookResponse
)

def configure_compile_webhook(api: OutboundApi, webhook_api: WebhookApi, callback_url: str, list_id: str) -> str:
    webhook_request = WebhookRequest(
        url=callback_url,
        method="POST",
        headers={"Content-Type": "application/json"},
        event_types=["outbound:contactlist:compile:completed", "outbound:contactlist:compile:failed"],
        filters=[{"field": "contactListId", "value": list_id, "type": "EQUAL"}],
        enabled=True
    )

    webhook = Webhook(
        name=f"CRM-Sync-{list_id}",
        description="Routes compile events to external CRM",
        request=webhook_request
    )

    try:
        created = webhook_api.post_webhooks(body=webhook)
        logger.info(f"Webhook registered. ID: {created.id}")
        return created.id
    except Exception as e:
        raise RuntimeError(f"Webhook registration failed: {e}")

The webhook filter ensures only compile events for the target list trigger the callback. The CRM endpoint receives structured JSON payloads containing job IDs, acceptance counts, and rejection summaries.

Complete Working Example

The following script combines all components into a production-ready compiler module. Replace placeholder credentials before execution.

import os
import time
import logging
from typing import List, Dict, Any
from pathlib import Path
from datetime import datetime
import requests
from genesyscloud.rest import Configuration
from genesyscloud.outbound.api import OutboundApi
from genesyscloud.webhook.api import WebhookApi
from genesyscloud.outbound.model import ContactList, ListSettings, CreateContactRequest
from genesyscloud.webhook.model import CreateWebhookRequest, Webhook, WebhookRequest

logging.basicConfig(level=logging.INFO, format="%(asctime)s [%(levelname)s] %(message)s")
logger = logging.getLogger("outbound_compiler")

class OutboundListCompiler:
    def __init__(self, client_id: str, client_secret: str, env_url: str = "https://api.mypurecloud.com"):
        self.env_url = env_url.rstrip("/")
        self.auth = GenesysAuthManager(client_id, client_secret, self.env_url)
        self._outbound_api: OutboundApi | None = None
        self._webhook_api: WebhookApi | None = None

    def _get_client(self) -> OutboundApi:
        if not self._outbound_api:
            token = self.auth.get_access_token()
            config = Configuration(host=self.env_url, access_token=token)
            self._outbound_api = OutboundApi(config)
        return self._outbound_api

    def _get_webhook_client(self) -> WebhookApi:
        if not self._webhook_api:
            token = self.auth.get_access_token()
            config = Configuration(host=self.env.env_url, access_token=token)
            self._webhook_api = WebhookApi(config)
        return self._webhook_api

    def create_and_compile_list(
        self,
        list_name: str,
        dnc_list_id: str,
        timezone_id: str,
        contacts: List[Dict[str, Any]],
        callback_url: str
    ) -> Dict[str, Any]:
        api = self._get_client()
        list_id = create_compliant_outbound_list(api, list_name, dnc_list_id, timezone_id)
        logger.info(f"List created. ID: {list_id}")

        webhook_api = self._get_webhook_client()
        configure_compile_webhook(api, webhook_api, callback_url, list_id)

        batches = batch_contacts(contacts)
        compile_results = []

        for idx, batch in enumerate(batches):
            payload = build_compile_payload(batch, compile_flag=True)
            result = execute_atomic_compile(api, list_id, payload)
            compile_results.append(result)
            logger.info(f"Batch {idx + 1}/{len(batches)} submitted.")

        final_audit = poll_compile_status(api, list_id, compile_results[-1]["job_id"])
        return {"list_id": list_id, "compile_audit": final_audit, "batches": len(batches)}

# Helper classes/functions from previous steps must be defined in the same scope
# (GenesysAuthManager, create_compliant_outbound_list, validate_contact_schema, 
# batch_contacts, build_compile_payload, execute_atomic_compile, poll_compile_status, 
# configure_compile_webhook)

if __name__ == "__main__":
    CLIENT_ID = os.getenv("GENESYS_CLIENT_ID")
    CLIENT_SECRET = os.getenv("GENESYS_CLIENT_SECRET")
    DNC_LIST_ID = "your-dnc-list-id-here"
    TIMEZONE_ID = "America/New_York"
    CALLBACK_URL = "https://your-crm-endpoint.com/webhooks/genesys-compile"

    sample_contacts = [
        {"phone_number": "+12025550101", "first_name": "John", "last_name": "Doe"},
        {"phone_number": "+12025550102", "first_name": "Jane", "last_name": "Smith"}
    ]

    compiler = OutboundListCompiler(CLIENT_ID, CLIENT_SECRET)
    outcome = compiler.create_and_compile_list(
        list_name="Q3-Compliant-Outbound",
        dnc_list_id=DNC_LIST_ID,
        timezone_id=TIMEZONE_ID,
        contacts=sample_contacts,
        callback_url=CALLBACK_URL
    )
    print(f"Compilation complete. List: {outcome['list_id']}, Audit: {outcome['compile_audit']}")

Common Errors & Debugging

Error: 400 Bad Request (Schema Validation Failure)

• What causes it: Missing required fields, invalid E.164 formatting, or exceeding the 100,000 record payload limit.
• How to fix it: Run validate_contact_schema before POST. Ensure phone numbers begin with +. Split arrays into 10,000-record chunks using batch_contacts.
• Code showing the fix: The validate_contact_schema function explicitly checks required keys and prefix formatting. The batch_contacts function enforces chunk boundaries.

Error: 403 Forbidden (Insufficient Scopes)

• What causes it: OAuth client lacks outbound:contactlist:write or outbound:contact:write.
• How to fix it: Navigate to Genesys Cloud Admin > Security > OAuth clients. Assign the missing scopes. Regenerate the token.
• Code showing the fix: The execute_atomic_compile function catches status 403 and raises a PermissionError with the exact API message.

Error: 429 Too Many Requests

• What causes it: Exceeding tenant rate limits during batch uploads or rapid polling.
• How to fix it: Implement exponential backoff. Space polling requests at five-second intervals. Limit concurrent compile POSTs to one per list.
• Code showing the fix: The poll_compile_status function uses time.sleep(poll_interval) with a fixed five-second cadence. The 429 handler in execute_atomic_compile raises a RuntimeError for explicit retry logic.

Error: 503 Service Unavailable (Compile Queue Full)

• What causes it: The outbound dialer compile service is saturated with pending jobs.
• How to fix it: Wait for existing jobs to complete. Monitor GET /api/v2/outbound/contactlists/{listId}/compile before submitting new batches.
• Code showing the fix: The polling loop checks compile_status.status and waits until COMPLETED or FAILED before proceeding.

Error: DNC Rejection & Timezone Mismatch

• What causes it: Contacts match the referenced DNC list or lack valid timezone routing rules.
• How to fix it: Verify doNotCallListId accuracy. Ensure timezone_id matches the contact distribution target. Review rejection summaries in the audit log.
• Code showing the fix: The ListSettings configuration binds do_not_call_list_id and timezone_id at creation time. The audit log captures rejected_contacts counts for investigation.

Official References

• Genesys Cloud Outbound API Documentation
• Python SDK Reference
• OAuth 2.0 Client Credentials Flow
• Webhook Event Types
• DNC and Compliance Configuration