This guide provides detailed steps to help you generate credentials for Token-Based Authentication in NetSuite. Token-Based Authentication allows secure, programmatic access to NetSuite's data and features. Follow these steps to set it up. 

Step 1: Enable Token-Based Authentication in NetSuite 

1. Navigate to Setup > Company > Enable Features. 
2. Select the SuiteCloud tab. 
3. Enable Token-Based Authentication. 
4. Click Save to apply the changes. 

Step 2: Create Integration Record (Client ID & Client Secret) 

1. Go to Setup > Integrations > Manage Integrations > New. 
2. Complete the following fields: 

• Name: Enter a descriptive name, e.g.,Integration for Zil Money.
• Authentication: Select Token-Based Authentication. 

1. Click Save and then copy the generated: 

• Consumer Key (Client ID). 
• Consumer Secret (Client Secret). 

Step 3: Create Token Access Role 

1. Navigate to Setup > Users/Roles > Manage Roles > New. 
2. Define the following settings: 

• Name: EnterToken Role or another relevant name. 
• Permissions: Assign the necessary permissions based on your requirements. At a minimum, the following should be included: 
• Web Services – Full. 
• User Access Tokens – Full. 
• Any other permissions required (e.g., Customers, Transactions). 

1. Under the Authentication section, select Token-Based Authentication. 
2. Save the role and uncheck Two-Factor Authentication Required. 

Step 4: Assign Role to a User 

1. Navigate to Lists > Employees > Employees, then select the integration user. 
2. Under the Access tab, assign the newly created Token Role to the user. 
3. Click Save to finalize the changes. 

Step 5: Generate Token ID & Token Secret 

1. Go to Setup > Users/Roles > Access Tokens > New. 
2. Complete the following fields: 

• Application Name: Select the Integration record you created in Step 2. 
• User: Choose the integration user. 
• Role: Select the Token Role assigned in Step 4. 

1. Click Save and copy the generated: 

• Token ID. 
• Token Secret. 

Conclusion 

Following these steps will enable Token-Based Authentication in NetSuite and create the necessary credentials for secure integration.