Tokens are an authentication mechanism that allows access to the API methods for the company.
To setup a token, please follow these instructions:
Go to Setup > Settings and click on the "Tokens" link.
If a new token needs to be created, click on the New Token green button located on the right-hand side of the window.
Select which Token Type needs to be added: Company, Customer or Vendor.
Input the information requested in order to complete the process:
- Enter the token description, for example, "managing inventory".
- Select the API method needed from the list available, in this case, "inventory.add".
- Click on the Generate button and the system will create a token composed of numbers and letters. If the token was created for a Customer, the token must be sent to the customer.
- Click on Save.
If the token needs to be edited, go to the "Actions" column, click on "Edit" and Save.