IFS PSO

Overview

The IFS PSO Integration enables seamless connectivity between Loops and IFS PSO to synchronize and manage field service scheduling and workforce management data. This integration uses session-token-based authentication via the IFS PSO Gateway API, with automatic token persistence and renewal to ensure uninterrupted operations.

Prerequisites

Before initiating the integration, ensure the following requirements are met:

• An active IFS PSO instance accessible over HTTPS.

• Valid IFS PSO username and password with Gateway API access.

• The IFS PSO domain URL (e.g., your-instance.ifspso.com).

• The IFS PSO Account ID for your organization.

• Access to the Spool platform with Admin role privileges.

Best practices

• Hostname only: Enter the domain without https:// prefix or trailing slash.

• Account ID accuracy: Verify the Account ID with your IFS PSO administrator before configuring the integration. An incorrect Account ID will cause all API calls to fail even with valid credentials.

• Validate post-setup: Always run Test Connection after saving to confirm session token issuance and network connectivity.

• Service account: Use a dedicated IFS PSO service account with appropriate scheduling/gateway permissions. Avoid personal user accounts.

• Credential updates: If the IFS PSO password is changed, update the integration immediately to prevent session token refresh failures.

• Token storage: Session tokens are persisted to the database. Ensure the integration service has write access to the auth database tables.

Setup instructions

Initiate integration

1

Log in to the Spool platform using an Admin account.

2

Navigate to Settings → Integrations.

3

Click the "+ Add Integration" button.

4

Search for IFS PSO and select the integration.

Basic configuration

1

In the Basic tab, enter a suitable name for the integration.

2

Click Next to proceed.

Authentication

IFS PSO uses session-token authentication. The platform authenticates using username and password, receives a session token from the Gateway API, and stores the token for subsequent API calls via the apikey header.

1

Enter the IFS PSO Domain URL (hostname only, without https:// prefix).

2

Enter the Account ID for your IFS PSO organization.

3

Enter the IFS PSO Username.

4

Enter the IFS PSO Password.

5

Click Save / Connect.

Validation & verification

1

Navigate back to the Integrations list after saving.

2

Click the Test Connection icon for the IFS PSO integration.

3

A success message confirms the session token was issued and stored correctly.

Token management

How session tokens work

1

IFS PSO issues a session token upon authentication. This token is:

1. Stored in the platform database after successful login.

2. Attached to every subsequent API request via the apikey request header.

3. Automatically refreshed when a 401 Unauthorized response is received.