Sandbox accounts allow you to utilize a fully functional CRM account without live processing that is also non-billable. This means you can get started with the CRM and take your time with setup and testing before proceeding to turn it into a live account. When you are ready to enable live mode, you must first enter a billable payment method within your account settings, then toggle the Sandbox flag off. Sandbox mode cannot be turned off without a payment method present.
Note: Once you disable Sandbox mode, it will turn your account into a live account and this action cannot be reversed. However, you can create more sandbox accounts as needed.
How to create a sandbox account
Creating a sandbox account is similar to creating a standard live account, with the addition of enabling the Sandbox flag.
1. Click on the account dropdown selector at the top of the CRM header, then click on Add Account
2. Enter Account name and toggle Sandbox mode to on (green), then Submit.
3. You can proceed to setup your products, site id(s), and integrate your storefront via API (optional). Follow the Getting Started guide to learn how to setup sites, products, fulfillment, and email autoresponders. If you do not integrate your storefront via API, you can run test transactions within the CRM menu item Customer Service > Add New Order.
Sandbox test cards can be found within your account settings by navigating to CRM menu item Administration > Accounts. These test cards can be used to test transactions using a default sandbox processor.
Click on the Edit tab under the Actions column, then click on Test Cards on the left menu item.
Click here to learn how to convert a Sandbox account into a Live account.