Managing Genesys Cloud Outbound Campaign Contact Lists via Outbound Campaign APIs with Python SDK
What You Will Build
A production-grade Python module that creates, validates, and uploads contact lists to Genesys Cloud Outbound Campaigns with atomic chunked uploads, DNC cross-referencing, retry logic, webhook synchronization, and audit logging. The implementation uses the Genesys Cloud Python SDK (genesys-cloud-sdk-python) for token management and requests for precise payload control over the Outbound Campaign APIs. The programming language is Python 3.9+.
Prerequisites
- OAuth2 Client Credentials flow with scopes:
outbound:contactlist:write,outbound:contactlist:read,outbound:campaign:write,outbound:campaign:read,outbound:webhook:write,user:read genesys-cloud-sdk-pythonv10.0.0+- Python 3.9+
pip install requests tenacity pandas- Genesys Cloud environment with Outbound Campaign entitlements enabled
Authentication Setup
Genesys Cloud uses OAuth2 client credentials for machine-to-machine integrations. The SDK handles token caching and automatic refresh, but you must initialize the client correctly before issuing API calls.
import os
import time
import logging
import json
from typing import Dict, List, Optional, Tuple
from pathlib import Path
import requests
import tenacity
from genesyscloud.platform_client_v2 import PlatformClient
from genesyscloud.auth_client_v2 import AuthClient
logging.basicConfig(level=logging.INFO, format="%(asctime)s [%(levelname)s] %(message)s")
logger = logging.getLogger(__name__)
class GenesysAuth:
"""Handles OAuth2 client credentials flow with automatic token refresh."""
def __init__(self, client_id: str, client_secret: str, base_url: str):
self.client_id = client_id
self.client_secret = client_secret
self.base_url = base_url.rstrip("/")
self.token: Optional[str] = None
self.token_expiry: float = 0.0
# Initialize SDK client for token management
self.platform_client = PlatformClient()
self.platform_client.set_base_url(self.base_url)
self.auth_client = AuthClient(
self.client_id,
self.client_secret,
self.platform_client
)
def get_token(self) -> str:
"""Returns a valid Bearer token, refreshing if expired."""
if time.time() >= self.token_expiry - 300:
try:
response = self.auth_client.get_token(
grant_type="client_credentials",
scope="outbound:contactlist:write outbound:contactlist:read outbound:campaign:write outbound:webhook:write user:read"
)
self.token = response.access_token
self.token_expiry = time.time() + response.expires_in
logger.info("OAuth token refreshed successfully.")
except Exception as e:
logger.error(f"Failed to refresh OAuth token: {e}")
raise
return self.token
def get_headers(self, content_type: str = "application/json") -> Dict[str, str]:
"""Returns headers with Bearer token and content type."""
return {
"Authorization": f"Bearer {self.get_token()}",
"Content-Type": content_type,
"Accept": "application/json"
}
Implementation
Step 1: Contact List Creation & Schema Validation
Before uploading contacts, you must create a contact list definition that matches your campaign engine constraints. Genesys Cloud enforces a maximum record size of 100 million per list and requires explicit field mappings. The payload must include a deduplication matrix and an upload directive.
def create_contact_list(auth: GenesysAuth, campaign_id: str, list_name: str) -> Dict:
"""
Creates a contact list bound to a specific campaign.
Scope required: outbound:contactlist:write
"""
endpoint = f"{auth.base_url}/api/v2/outbound/contactlists"
payload = {
"campaignId": campaign_id,
"name": list_name,
"description": f"Automated contact list for campaign {campaign_id}",
"fieldMapping": {
"id": "contact_id",
"phone": "phone_number",
"email": "email_address",
"firstName": "first_name",
"lastName": "last_name"
},
"deduplicationMatrix": {
"primaryKey": "phone",
"secondaryKey": "email",
"matchMode": "EXACT"
},
"uploadDirective": {
"allowDuplicates": False,
"skipInvalidRecords": True,
"maxRecordsPerChunk": 50000
}
}
response = requests.post(endpoint, headers=auth.get_headers(), json=payload)
if response.status_code == 201:
logger.info(f"Contact list created: {response.json()['id']}")
return response.json()
elif response.status_code == 409:
logger.warning("Contact list already exists. Returning existing list ID.")
return {"id": response.json().get("id", ""), "error": "CONFLICT"}
else:
logger.error(f"Failed to create contact list: {response.status_code} {response.text}")
raise requests.HTTPError(response.text)
Step 2: CSV Field Mapping & DNC Cross-Referencing
Data quality scoring and regulatory compliance verification must occur before any POST operation. This step parses the CSV, maps fields to the Genesys schema, cross-references against a Do Not Call list, and calculates a quality score. Records scoring below the threshold are rejected atomically.
def validate_and_score_contacts(csv_path: str, dnc_list: List[str], min_score: float = 0.8) -> Tuple[List[Dict], Dict]:
"""
Validates CSV records against schema, cross-references DNC, and scores quality.
Returns validated records and audit metrics.
"""
import csv
validated_records = []
audit_metrics = {
"total_processed": 0,
"dnc_rejected": 0,
"format_rejected": 0,
"quality_score_avg": 0.0,
"records_passed": 0
}
dnc_set = set(phone.strip() for phone in dnc_list)
with open(csv_path, "r", encoding="utf-8") as f:
reader = csv.DictReader(f)
for row in reader:
audit_metrics["total_processed"] += 1
phone = row.get("phone_number", "").strip()
email = row.get("email_address", "").strip()
# DNC Cross-Reference
if phone in dnc_set:
audit_metrics["dnc_rejected"] += 1
continue
# Format Verification
phone_valid = len(phone) >= 10 and phone.replace("+", "").replace("-", "").isdigit()
email_valid = "@" in email and "." in email.split("@")[-1]
if not phone_valid or not email_valid:
audit_metrics["format_rejected"] += 1
continue
# Data Quality Scoring
score = 0.0
if phone_valid: score += 0.4
if email_valid: score += 0.3
if row.get("first_name") and row.get("last_name"): score += 0.3
if score >= min_score:
validated_records.append({
"contact_id": f"EXT_{audit_metrics['total_processed']}",
"phone": phone,
"email": email,
"first_name": row.get("first_name", ""),
"last_name": row.get("last_name", "")
})
audit_metrics["records_passed"] += 1
if audit_metrics["total_processed"] > 0:
audit_metrics["quality_score_avg"] = round((audit_metrics["records_passed"] / audit_metrics["total_processed"]), 2)
return validated_records, audit_metrics
Step 3: Atomic POST Upload with Chunk Retry & Format Verification
Genesys Cloud handles large uploads via asynchronous import jobs. You must POST an import job request, upload the CSV payload to the returned uploadUrl, and then poll for completion. This step implements automatic chunk retry triggers for 429 rate limits and 5xx server errors, tracks latency, and enforces atomicity.
@tenacity.retry(
stop=tenacity.stop_after_attempt(5),
wait=tenacity.wait_exponential(multiplier=2, min=4, max=60),
retry=tenacity.retry_if_exception_type((requests.exceptions.RequestException, requests.HTTPError)),
before_sleep=lambda retry_state: logger.warning(f"Retry {retry_state.attempt_number} for upload job due to {retry_state.outcome.exception()}")
)
def submit_contact_import_job(auth: GenesysAuth, contact_list_id: str, csv_payload: bytes, record_count: int) -> Dict:
"""
Submits an atomic contact import job with retry logic.
Scope required: outbound:contactlist:write
"""
endpoint = f"{auth.base_url}/api/v2/outbound/contactlists/{contact_list_id}/contactimportjob"
# Step 1: Create Import Job
job_payload = {
"contactListId": contact_list_id,
"jobName": f"bulk_upload_{int(time.time())}",
"contentType": "text/csv",
"contactCount": record_count,
"fieldMapping": {
"id": "contact_id",
"phone": "phone",
"email": "email",
"firstName": "first_name",
"lastName": "last_name"
}
}
start_time = time.perf_counter()
job_response = requests.post(endpoint, headers=auth.get_headers(), json=job_payload)
if job_response.status_code == 429:
logger.warning("Rate limit hit. Triggering automatic retry.")
raise requests.HTTPError("429 Rate Limit")
elif job_response.status_code not in (200, 201):
logger.error(f"Import job creation failed: {job_response.status_code} {job_response.text}")
raise requests.HTTPError(job_response.text)
job_data = job_response.json()
upload_url = job_data.get("uploadUrl")
job_id = job_data.get("id")
if not upload_url:
raise ValueError("Upload URL not returned by Genesys Cloud API.")
# Step 2: Upload CSV Payload to S3/Genesys Storage
upload_headers = {"Content-Type": "text/csv"}
upload_response = requests.put(upload_url, headers=upload_headers, data=csv_payload)
if upload_response.status_code != 200:
logger.error(f"CSV upload to storage failed: {upload_response.status_code}")
raise requests.HTTPError(upload_response.text)
latency = round(time.perf_counter() - start_time, 3)
logger.info(f"Import job {job_id} submitted. Latency: {latency}s")
return {
"job_id": job_id,
"contact_list_id": contact_list_id,
"latency_seconds": latency,
"status": "INITIATED"
}
Step 4: Webhook Synchronization & Audit Logging
Campaign scaling requires external CRM alignment. You register a webhook to listen for outbound.contactlist.contactimportjob.updated events. The handler parses the payload, calculates success rates, and writes structured audit logs for governance.
def register_list_webhook(auth: GenesysAuth, webhook_url: str, contact_list_id: str) -> Dict:
"""
Registers a webhook for contact list import job events.
Scope required: outbound:webhook:write
"""
endpoint = f"{auth.base_url}/api/v2/webhooks"
payload = {
"name": f"ContactListSync_{contact_list_id}",
"description": "Syncs contact list upload events to external CRM",
"enabled": True,
"eventFilters": [
f"outbound.contactlist.contactimportjob.updated.{contact_list_id}"
],
"endpoint": webhook_url,
"authScheme": "none",
"apiVersion": "v2",
"requestType": "POST",
"headers": {"Content-Type": "application/json"},
"includeAttributes": ["id", "status", "contactCount", "contactCountSuccess", "contactCountError"]
}
response = requests.post(endpoint, headers=auth.get_headers(), json=payload)
if response.status_code == 201:
logger.info(f"Webhook registered: {response.json()['id']}")
return response.json()
else:
logger.error(f"Webhook registration failed: {response.status_code} {response.text}")
raise requests.HTTPError(response.text)
def process_webhook_event(payload: Dict) -> Dict:
"""
Processes incoming webhook payload, calculates metrics, and generates audit log.
"""
job_id = payload.get("id")
status = payload.get("status")
total = payload.get("contactCount", 0)
success = payload.get("contactCountSuccess", 0)
errors = payload.get("contactCountError", 0)
success_rate = round((success / total * 100), 2) if total > 0 else 0.0
audit_entry = {
"timestamp": time.strftime("%Y-%m-%dT%H:%M:%SZ", time.gmtime()),
"job_id": job_id,
"status": status,
"total_records": total,
"successful_records": success,
"failed_records": errors,
"success_rate_percent": success_rate,
"event_source": "outbound.contactlist.contactimportjob.updated",
"compliance_flag": "PASS" if success_rate >= 95.0 else "REVIEW"
}
# Write to audit log file
with open("contact_list_audit.log", "a") as f:
f.write(json.dumps(audit_entry) + "\n")
logger.info(f"Audit logged for job {job_id}: {success_rate}% success rate")
return audit_entry
Complete Working Example
The following module combines authentication, validation, upload, webhook registration, and audit tracking into a single ContactListManager class. Replace the placeholder credentials and file paths before execution.
import io
import csv
class ContactListManager:
def __init__(self, client_id: str, client_secret: str, base_url: str):
self.auth = GenesysAuth(client_id, client_secret, base_url)
self.audit_log_path = "contact_list_audit.log"
def ingest_campaign_contacts(
self,
campaign_id: str,
list_name: str,
csv_path: str,
dnc_list: List[str],
webhook_url: str
) -> Dict:
# 1. Create Contact List
list_data = create_contact_list(self.auth, campaign_id, list_name)
list_id = list_data["id"]
logger.info(f"Using contact list: {list_id}")
# 2. Validate & Score
validated_records, metrics = validate_and_score_contacts(csv_path, dnc_list)
logger.info(f"Validation complete. Passed: {metrics['records_passed']}/{metrics['total_processed']}")
if not validated_records:
raise ValueError("No records passed validation. Upload aborted.")
# 3. Format CSV Payload
csv_buffer = io.StringIO()
writer = csv.DictWriter(csv_buffer, fieldnames=["contact_id", "phone", "email", "first_name", "last_name"])
writer.writeheader()
writer.writerows(validated_records)
csv_payload = csv_buffer.getvalue().encode("utf-8")
# 4. Atomic Upload with Retry
upload_result = submit_contact_import_job(
self.auth,
list_id,
csv_payload,
len(validated_records)
)
# 5. Register Webhook for Sync
register_list_webhook(self.auth, webhook_url, list_id)
# 6. Final Audit Entry
final_audit = {
"operation": "contact_list_upload",
"campaign_id": campaign_id,
"list_id": list_id,
"job_id": upload_result["job_id"],
"validation_metrics": metrics,
"upload_latency_seconds": upload_result["latency_seconds"],
"status": "QUEUED_FOR_PROCESSING"
}
with open(self.audit_log_path, "a") as f:
f.write(json.dumps(final_audit) + "\n")
return final_audit
if __name__ == "__main__":
# Configuration
CLIENT_ID = os.environ.get("GENESYS_CLIENT_ID")
CLIENT_SECRET = os.environ.get("GENESYS_CLIENT_SECRET")
BASE_URL = "https://api.mypurecloud.com"
CAMPAIGN_ID = "your-campaign-id-here"
CSV_PATH = "contacts.csv"
DNC_PATH = "dnc_numbers.csv"
WEBHOOK_URL = "https://your-crm-endpoint.com/webhooks/genesys"
# Load DNC list
with open(DNC_PATH, "r") as f:
dnc_numbers = [line.strip() for line in f if line.strip()]
manager = ContactListManager(CLIENT_ID, CLIENT_SECRET, BASE_URL)
result = manager.ingest_campaign_contacts(CAMPAIGN_ID, "Q3_Outbound_List", CSV_PATH, dnc_numbers, WEBHOOK_URL)
print(json.dumps(result, indent=2))
Common Errors & Debugging
Error: 401 Unauthorized
- Cause: OAuth token expired, invalid client credentials, or missing required scopes.
- Fix: Verify
client_idandclient_secretmatch a Genesys Cloud OAuth 2.0 client. Ensure the scope string includesoutbound:contactlist:write. TheGenesysAuth.get_token()method automatically refreshes tokens, but network timeouts during refresh will propagate as 401. - Code Fix: Wrap API calls in try-except blocks that catch
requests.exceptions.HTTPErrorand checkresponse.status_code == 401. Re-initialize the token cache if necessary.
Error: 403 Forbidden
- Cause: The OAuth client lacks entitlements for Outbound Campaigns, or the user associated with the client does not have the
outbound:contactlist:writepermission. - Fix: In the Genesys Cloud admin console, navigate to Users > OAuth 2.0 Clients. Edit the client and assign the
Outbound Campaign ManagerorOutbound Campaign Userrole. Verify the scope string matches exactly.
Error: 429 Too Many Requests
- Cause: Genesys Cloud enforces per-tenant and per-endpoint rate limits. Bulk contact imports trigger strict throttling on
/api/v2/outbound/contactlists/{id}/contactimportjob. - Fix: The
submit_contact_import_jobfunction usestenacitywith exponential backoff. If 429s persist, reducemaxRecordsPerChunkin the upload directive to 25000. Implement a circuit breaker pattern if processing millions of records.
Error: 500 Internal Server Error or Job Failure
- Cause: CSV format mismatch, invalid phone/E.164 formatting, or deduplication matrix conflicts.
- Fix: Enable
skipInvalidRecords: Truein the upload directive. Check the audit log forcontactCountError. Genesys Cloud returns detailed error reasons in the import job status endpoint. PollGET /api/v2/outbound/contactlists/{listId}/contactimportjobs/{jobId}to retrieve failure reasons.