{"title":"Set up tokenization","category":"default","creationDate":1683881640,"content":"<p>Our NetSuite integration allows you to securely store shopper payment details for recurring payments.<\/p>\n<h2>Requirements<\/h2>\n<p>You must turn on the <strong>Payment Instruments<\/strong> feature in Netsuite for tokenization to work. Turning on this feature changes the UI and the fields in NetSuite.<\/p>\n<p>This feature presents a set of fields that can be used to charge a shopper without any action on the shopper's side, and enables tokenization.<\/p>\n<p>You must <a href=\"\/pt\/plugins\/netsuite\/set-up-pay-by-link#configure-pay-by-link-custom-preferences\">configure custom preferences for Pay by Link<\/a> if you want to enable tokenization for Pay by Link payments.<\/p>\n<h2>Configure tokenization<\/h2>\n<p>To configure tokenization for Adyen transactions:<\/p>\n<ul>\n<li>In Netsuite, <a href=\"#edit-profile\">edit the payment processing profile<\/a> you use with Adyen.<\/li>\n<li>In the Customer Area, <a href=\"#select-data-to-receive\">select data to receive<\/a> from Adyen.<\/li>\n<\/ul>\n<h3 id=\"edit-profile\">Edit the payment processing profile<\/h3>\n<ol>\n<li>\n<p>Log in to your NetSuite Customer Center.<\/p>\n<\/li>\n<li>\n<p>Go to <strong>Setup<\/strong> &gt; <strong>Accounting<\/strong> &gt; <strong>Payment Processing Profiles<\/strong> and select the profile you use with Adyen.<\/p>\n<\/li>\n<li>\n<p>Select <strong>Edit<\/strong> and configure the following fields under <strong>[ES] Adyen SuitePayment Main Config<\/strong>:<\/p>\n<table>\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>PAYMENT CARD TOKENIZATION<\/td>\n<td>Select <strong>Yes<\/strong> if you want to tokenize payment cards. Otherwise, select <strong>No<\/strong>.<\/td>\n<\/tr>\n<tr>\n<td>RECURRING PROCESSING MODEL<\/td>\n<td>Select a default recurring processing model from <strong>CardOnFile<\/strong>, <strong>UnscheduledCardOnFile<\/strong>, or <strong>Subscription<\/strong> depending on <a href=\"https:\/\/help.adyen.com\/knowledge\/ecommerce-integrations\/tokenization\/how-to-choose-recurring-processing-model\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">how you want to use tokenization<\/a>. This will be sent with the payment request.<\/td>\n<\/tr>\n<tr>\n<td>PAY BY LINK: TOKENIZATION<\/td>\n<td>Select the checkbox if you want to tokenize shopper payment details used in a <a href=\"\/pt\/plugins\/netsuite\/set-up-pay-by-link\">Pay by Link<\/a> transaction.<\/td>\n<\/tr>\n<tr>\n<td>PAY BY LINK: DEFAULT VIA TOKENIZATION<\/td>\n<td>Select the checkbox if you want to save the tokenized payment details for a <a href=\"\/pt\/plugins\/netsuite\/set-up-pay-by-link\">Pay by Link<\/a> transaction as the default payment method for a shopper. This feature only works if the PAY BY LINK: TOKENIZATION box is also checked.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>\n<p>Under the <strong>Tokenization<\/strong> section in your Payment Processing Profile, configure the following fields:<\/p>\n<table>\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>REPLACE PAYMENT CARD BY TOKEN<\/td>\n<td>Select this checkbox if you want a token to replace payment card details. This only applies if <strong>PAYMENT CARD TOKENIZATION<\/strong> under <strong>[ES] Adyen SuitePayment Main Config<\/strong> is set to <strong>Yes<\/strong>.<\/td>\n<\/tr>\n<tr>\n<td>PAYMENT CARD TOKEN PAYMENT METHOD<\/td>\n<td>Select <strong>Payment Card Token<\/strong> if you want to use this token for this profile. You can configure this token in the <a href=\"\/pt\/plugins\/netsuite\/set-up-netsuite-customer-center#cards-token-payment-method-instance\">initial NetSuite Customer Center setup<\/a>.<\/td>\n<\/tr>\n<tr>\n<td>GENERAL TOKEN PAYMENT METHOD<\/td>\n<td>Select <strong>Payment General Token<\/strong> if you want to use this token for this profile. You can configure this token in the <a href=\"\/pt\/plugins\/netsuite\/set-up-netsuite-customer-center#general-token-payment-method-instance\">initial NetSuite Customer Center setup<\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>\n<p>Add the token to the relevant <a href=\"\/pt\/plugins\/netsuite\/set-up-netsuite-customer-center#cards-token-payment-method-instance\">payment method instance<\/a>.<\/p>\n<\/li>\n<\/ol>\n<h3>Select data to receive<\/h3>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, and switch to your merchant account.<\/li>\n<li>Go to <strong>Developers<\/strong>\u00a0&gt;\u00a0<strong>Additional data<\/strong>.<\/li>\n<li>Under <strong>Card<\/strong>, select the following fields:\n<ul>\n<li><strong>Cardholder name<\/strong><\/li>\n<li><strong>Card bin<\/strong><\/li>\n<li><strong>Card summary<\/strong><\/li>\n<li><strong>Expiry date<\/strong><\/li>\n<li><strong>Variant<\/strong><\/li>\n<\/ul><\/li>\n<li>Under <strong>Payment<\/strong>, select the following field:\n<ul>\n<li><strong>Recurring details<\/strong><\/li>\n<\/ul><\/li>\n<li>Select <strong>Save configuration<\/strong>.<\/li>\n<\/ol>\n<h2>Import an existing token<\/h2>\n<h3>Store a token in a Customer Record<\/h3>\n<ol>\n<li>Go to <strong>Lists<\/strong> &gt; <strong>Relationships<\/strong> &gt; <strong>Customers<\/strong>. Select <strong>View<\/strong> for the customer record you want to view.<\/li>\n<li>Select <strong>Edit<\/strong>. Go to the <strong>Financial<\/strong> tab and select the <strong>Payment Instruments<\/strong> tab. Select <strong>New<\/strong>.<\/li>\n<li>\n<p>Configure the following fields:<\/p>\n<table>\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>TYPE<\/td>\n<td>Select either <strong>General Token<\/strong> or <strong>Payment Card Token<\/strong>.<\/td>\n<\/tr>\n<tr>\n<td>PAYMENT METHOD<\/td>\n<td>Select either <strong>Adyen General Token<\/strong> or <strong>Adyen Card Token<\/strong>, depending on the <strong>TYPE<\/strong>.<\/td>\n<\/tr>\n<tr>\n<td>TOKEN<\/td>\n<td>Enter the token.<\/td>\n<\/tr>\n<tr>\n<td>TOKEN FAMILY<\/td>\n<td>Select <strong>Adyen<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<\/ol>\n<ol start=\"4\">\n<li>Fill out the other relevant fields on the page and select <strong>Save<\/strong>.<\/li>\n<\/ol>\n<div class=\"sc-notice note\"><div>\n<p>If you want to import a token created outside of NetSuite, you need to add an Adyen Shopper Reference. If you do not add a shopper reference, NetSuite uses the shopper's internal ID as the Adyen Shopper Reference. Adyen invalidates any existing token that does not match the Adyen Shopper Reference.<\/p>\n<\/div><\/div>\n<h3>Add an Adyen shopper reference<\/h3>\n<ol>\n<li>Select <strong>Edit<\/strong> in the Customer Record.<\/li>\n<li>Go to <strong>Classification<\/strong> and enter the Adyen Shopper Reference in the <strong>ADYEN SHOPPER REFERENCE<\/strong> field.<\/li>\n<li>Select <strong>Save<\/strong>.<\/li>\n<\/ol>\n<h2>Manually create tokens<\/h2>\n<p>To tokenize payment details of your shoppers after they have completed a payment<\/p>\n<h2>Overwrite tokenization options in a transaction<\/h2>\n<p>You can override tokenization options for a transaction using a credit card when processing the transaction.<\/p>\n<ol>\n<li>Go to the Transaction for which you want to override tokenization options.<\/li>\n<li>Select <strong>Edit<\/strong> and go to the <strong>Billing<\/strong> tab.<\/li>\n<li>\n<p>In the <strong>Payment<\/strong> tab, configure the following fields:<\/p>\n<table>\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ADYEN PAYMENT CARD TOKENIZATION OVERRIDE<\/td>\n<td>Select <strong>Yes<\/strong> to tokenize the transaction. <br>Select <strong>No<\/strong> to not tokenize the transaction. <br>Leave blank to inherit the setting from the Payment Processing Profile.<\/td>\n<\/tr>\n<tr>\n<td>ADYEN RECURRING PROCESSING MODEL OVERRIDE<\/td>\n<td>Select the Recurring Processing Model you want to use. Leave blank to inherit the setting from the Payment Processing Profile.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<\/ol>\n<h2>Notifications<\/h2>\n<p>Before you can receive token notifications, you need to:<\/p>\n<ol>\n<li><a href=\"\/pt\/plugins\/netsuite\/set-up-adyen-customer-area#set-up-webhooks\">Set up webhooks<\/a>.<\/li>\n<li>Enable the <a href=\"\/pt\/development-resources\/webhooks\/webhook-types#non-default-event-codes\">\n  <strong>RECURRING_CONTRACT<\/strong>\n<\/a> event code.<\/li>\n<\/ol>\n<h3>General token notifications<\/h3>\n<p>After you have enabled the <strong>RECURRING_CONTRACT<\/strong> webhook, NetSuite creates general tokens for each payment detail used in non-card payments upon receiving the webhook.<\/p>\n<p>You get a general token notification when a non-card token is created. General token notifications do not include notifications for card payment tokens.<\/p>\n<p>To set up company-wide general token notifications:<\/p>\n<ol>\n<li>Go to <strong>Setup<\/strong> &gt; <strong>Company<\/strong> &gt; <strong>General Preferences<\/strong> and go to the <strong>Custom Preferences<\/strong> tab.<\/li>\n<li>Go to the <strong>GENERAL TOKEN: PAYMENT METHOD<\/strong> field and select the payment method to use when generating a general token.<\/li>\n<\/ol>\n<p>To view general token notifications:<\/p>\n<ol>\n<li>Go to <strong>Transactions<\/strong> &gt; <strong>Management<\/strong> &gt; <strong>View Gateway Asynchronous Notifications<\/strong>.<\/li>\n<li>Select the notification you want to view.<\/li>\n<\/ol>\n<h3>Card payment token notifications<\/h3>\n<p>To view notifications for transactions that use card payment tokens:<\/p>\n<ol>\n<li>Go to the transaction page for the order you want to view.<\/li>\n<li>Go to the <strong>Billing<\/strong> tab. Under the <strong>Payment<\/strong> tab, you can see notifications.<\/li>\n<\/ol>\n<div class=\"sc-notice info\"><div>\n<p>To validate if a token was created, you can go to a Customer Record and see their token in the payment instrument.<\/p>\n<\/div><\/div>\n<h2>See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/plugins\/netsuite\/set-up-netsuite-customer-center\"\n                        target=\"_self\"\n                        >\n                    Set up NetSuite Customer Center\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/pt\/plugins\/netsuite\/set-up-tokenization","articleFields":{"description":"Learn how to configure tokenization in NetSuite.","last_edit_on":"20-11-2023 13:50","feedback_component":true,"filters_component":false,"page_id":"117c7b83-ab5c-479b-981c-e9a3ca11b2b0"},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/plugins\/netsuite\/set-up-tokenization","title":"Set up tokenization","content":"Our NetSuite integration allows you to securely store shopper payment details for recurring payments.\nRequirements\nYou must turn on the Payment Instruments feature in Netsuite for tokenization to work. Turning on this feature changes the UI and the fields in NetSuite.\nThis feature presents a set of fields that can be used to charge a shopper without any action on the shopper's side, and enables tokenization.\nYou must configure custom preferences for Pay by Link if you want to enable tokenization for Pay by Link payments.\nConfigure tokenization\nTo configure tokenization for Adyen transactions:\n\nIn Netsuite, edit the payment processing profile you use with Adyen.\nIn the Customer Area, select data to receive from Adyen.\n\nEdit the payment processing profile\n\n\nLog in to your NetSuite Customer Center.\n\n\nGo to Setup &gt; Accounting &gt; Payment Processing Profiles and select the profile you use with Adyen.\n\n\nSelect Edit and configure the following fields under [ES] Adyen SuitePayment Main Config:\n\n\n\nField\nDescription\n\n\n\n\nPAYMENT CARD TOKENIZATION\nSelect Yes if you want to tokenize payment cards. Otherwise, select No.\n\n\nRECURRING PROCESSING MODEL\nSelect a default recurring processing model from CardOnFile, UnscheduledCardOnFile, or Subscription depending on how you want to use tokenization. This will be sent with the payment request.\n\n\nPAY BY LINK: TOKENIZATION\nSelect the checkbox if you want to tokenize shopper payment details used in a Pay by Link transaction.\n\n\nPAY BY LINK: DEFAULT VIA TOKENIZATION\nSelect the checkbox if you want to save the tokenized payment details for a Pay by Link transaction as the default payment method for a shopper. This feature only works if the PAY BY LINK: TOKENIZATION box is also checked.\n\n\n\n\n\nUnder the Tokenization section in your Payment Processing Profile, configure the following fields:\n\n\n\nField\nDescription\n\n\n\n\nREPLACE PAYMENT CARD BY TOKEN\nSelect this checkbox if you want a token to replace payment card details. This only applies if PAYMENT CARD TOKENIZATION under [ES] Adyen SuitePayment Main Config is set to Yes.\n\n\nPAYMENT CARD TOKEN PAYMENT METHOD\nSelect Payment Card Token if you want to use this token for this profile. You can configure this token in the initial NetSuite Customer Center setup.\n\n\nGENERAL TOKEN PAYMENT METHOD\nSelect Payment General Token if you want to use this token for this profile. You can configure this token in the initial NetSuite Customer Center setup.\n\n\n\n\n\nAdd the token to the relevant payment method instance.\n\n\nSelect data to receive\n\nLog in to your Customer Area, and switch to your merchant account.\nGo to Developers\u00a0&gt;\u00a0Additional data.\nUnder Card, select the following fields:\n\nCardholder name\nCard bin\nCard summary\nExpiry date\nVariant\n\nUnder Payment, select the following field:\n\nRecurring details\n\nSelect Save configuration.\n\nImport an existing token\nStore a token in a Customer Record\n\nGo to Lists &gt; Relationships &gt; Customers. Select View for the customer record you want to view.\nSelect Edit. Go to the Financial tab and select the Payment Instruments tab. Select New.\n\nConfigure the following fields:\n\n\n\nField\nDescription\n\n\n\n\nTYPE\nSelect either General Token or Payment Card Token.\n\n\nPAYMENT METHOD\nSelect either Adyen General Token or Adyen Card Token, depending on the TYPE.\n\n\nTOKEN\nEnter the token.\n\n\nTOKEN FAMILY\nSelect Adyen.\n\n\n\n\n\n\nFill out the other relevant fields on the page and select Save.\n\n\nIf you want to import a token created outside of NetSuite, you need to add an Adyen Shopper Reference. If you do not add a shopper reference, NetSuite uses the shopper's internal ID as the Adyen Shopper Reference. Adyen invalidates any existing token that does not match the Adyen Shopper Reference.\n\nAdd an Adyen shopper reference\n\nSelect Edit in the Customer Record.\nGo to Classification and enter the Adyen Shopper Reference in the ADYEN SHOPPER REFERENCE field.\nSelect Save.\n\nManually create tokens\nTo tokenize payment details of your shoppers after they have completed a payment\nOverwrite tokenization options in a transaction\nYou can override tokenization options for a transaction using a credit card when processing the transaction.\n\nGo to the Transaction for which you want to override tokenization options.\nSelect Edit and go to the Billing tab.\n\nIn the Payment tab, configure the following fields:\n\n\n\nField\nDescription\n\n\n\n\nADYEN PAYMENT CARD TOKENIZATION OVERRIDE\nSelect Yes to tokenize the transaction. Select No to not tokenize the transaction. Leave blank to inherit the setting from the Payment Processing Profile.\n\n\nADYEN RECURRING PROCESSING MODEL OVERRIDE\nSelect the Recurring Processing Model you want to use. Leave blank to inherit the setting from the Payment Processing Profile.\n\n\n\n\n\nNotifications\nBefore you can receive token notifications, you need to:\n\nSet up webhooks.\nEnable the \n  RECURRING_CONTRACT\n event code.\n\nGeneral token notifications\nAfter you have enabled the RECURRING_CONTRACT webhook, NetSuite creates general tokens for each payment detail used in non-card payments upon receiving the webhook.\nYou get a general token notification when a non-card token is created. General token notifications do not include notifications for card payment tokens.\nTo set up company-wide general token notifications:\n\nGo to Setup &gt; Company &gt; General Preferences and go to the Custom Preferences tab.\nGo to the GENERAL TOKEN: PAYMENT METHOD field and select the payment method to use when generating a general token.\n\nTo view general token notifications:\n\nGo to Transactions &gt; Management &gt; View Gateway Asynchronous Notifications.\nSelect the notification you want to view.\n\nCard payment token notifications\nTo view notifications for transactions that use card payment tokens:\n\nGo to the transaction page for the order you want to view.\nGo to the Billing tab. Under the Payment tab, you can see notifications.\n\n\nTo validate if a token was created, you can go to a Customer Record and see their token in the payment instrument.\n\nSee also\n\n\n                    Set up NetSuite Customer Center\n                \n","type":"page","locale":"pt","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"Plugins","lvl2":"NetSuite","lvl3":"Set up tokenization"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/plugins","lvl2":"https:\/\/docs.adyen.com\/pt\/plugins\/netsuite","lvl3":"\/pt\/plugins\/netsuite\/set-up-tokenization"},"levels":4,"category":"Plugins","category_color":"green","tags":["tokenization"]}}