Click Field Service Edge Authenticate an Element Instance

You can authenticate with Click Field Service Edge to create your own instance of the Click Field Service Edge element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionalities offered by the platform. 

Authenticate Through the UI

Use the UI to authenticate with Click Field Service Edge and create an instance. To authenticate an element instance, complete the steps described in Authenticate an Element Instance (UI). In addition to the base authentication parameters, you must also include the Host Name.

Authenticate Through API

Send a request to our /instances endpoint to authenticate an instance.

To authenticate:

  1. Construct a JSON body as shown below (see Parameters):

      "element": {
        "key": "fieldserviceedge"
      "configuration": {
        "filter.response.nulls": "true",
        "event.vendor.type": "webhooks",
        "username": "<USERNAME>",
        "password": "<PASSWORD>",
        "hostname": "<HOST_NAME>"
      "name": "<INSTANCE_NAME>"
  2. Call the following, including the JSON body you constructed in the previous step:

    POST /instances
    Note: Make sure that you include the User and Organization keys in the header. For more information, see Authorization Headers, Organization Secret, and User Secret.
  3. Locate the token and id in the response and save them for all future requests using the element instance.

Example cURL

curl -X POST
-H "Authorization: User <INSERT_USER_SECRET>, Organization <INSERT_ORGANIZATION_SECRET>"
-H "Content-Type: application/json"
  "name": "<INSTANCE_NAME>",
  "configuration": {
    "filter.response.nulls": "true",
    "username": "<USERNAME>",
    "password": "******",
    "hostname": "<HOST_NAME>"


ParameterDescriptionData Type
keyThe element key.
The name of the element instance created during authentication.string
User Name
The Click Field Service Edge user name for your account.string
Host Name
The Click Field Service Edge host name for your account.string
tagsOptional. User-defined tags to further identify the instance.string

Example Response for an Authenticated element Instance

In this example, the instance ID is 12345. The actual values returned to you will be unique: make sure you save them for future requests to this new instance.

  "id": 123456,
  "name": "<INSTANCE_NAME>",
  "createdDate": "2019-09-20T08:46:09Z",
  "token": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
  "elementId": 1234,
  "tags": [
  "provisionInteractions": [],
  "valid": true,
  "disabled": false,
  "maxCacheSize": 0,
  "cacheTimeToLive": 0,
  "configuration": {    
    "base.url": "<BASE_URL>",
    "": "true",
    "": null,
    "": null,
    "event.notification.basic.username": "",
    "pagination.max": "100",
    "event.notification.basic.password": "********",
    "event.vendor.type": "webhooks",
    "filter.response.nulls": "true",
    "password": "********",
    "hostname": "<HOST_NAME>",
    "event.notification.instance.finder": null,
    "pagination.type": "offset",
    "event.notification.callback.url": "false",
    "event.notification.signature.key": null,
    "username": "<USERNAME>",
    "event.notification.enabled": "false"
  "authenticationType": "basic",
  "eventsEnabled": false,
  "eventsNotificationCallbackUrl": "false",
  "cachingEnabled": false,
  "traceLoggingEnabled": false,
  "organizationId": xxxx,
  "accountId": xxxxx,
  "externalAuthentication": "none",
  "userId": xxxxxx,
  "element": {...},
  "user": {
    "id": xxxxxx