After meeting with our Developer Experience team, we will send you credentials to your sandbox account.
Once set up, you'll have the ability to invite team members to join the account and get a feel for the Routable user experience.
To get started, head to 👇
API Base URL
In the sandbox environment, all bank connections are simulated and we do not move any real money.
This is for your benefit, and to ensure that finance won't be mad at developers for moving money without approval.
For a guide on how to add new bank accounts, see our help docs. Below you'll find some additional sandbox specific details.
When connecting a bank account via Plaid, you'll see a banner at the bottom indicating that you are in sandbox mode along with the credentials required to move forward with the connection.
This will instantly connect a sandbox bank account.
🔐 What about the credentials?
On our sandbox environment, please use these credentials in Plaid to create a test bank account.
User ID: "user_good"
It's also possible to fill in a routing number and account number manually.
This account will not be valid until its micro-deposits are verified.
5-10 minutes after adding the account, refresh the page and you will see an option to verify the deposits. For the amounts, you can fill in any two values under $0.10 cents (e.g. $0.01, $0.09).
The sandbox environment sends all email notifications to a pre-defined email address, in order to avoid sending test emails to real recipients.
When we work with you to create a sandbox account, we'll make sure to ask you for a preferred email address.
Should you need to update this testing email address, please contact our support team.
We highly recommend setting up an email group (e.g. [email protected]) to that all new sandbox users can get the notifications they need to be set up for success.
Sandbox emails will have a header affixed that indicates who the original recipient of the email was.
We recommend creating an email inbox filter so we don't get in the way of your day-to-day communications.
Each accounting software / ERP will behave differently and will require a different setup process.
During your intro to our Developer Experience team we'll make sure to send you unique instructions about creating an accounting integration sandbox account (e.g. QuickBooks Online Sandbox) and share best practices.
You can also find guides for creating sandbox environments for several popular accounting applications in the Accounting Software section of this guide.
Updated 5 months ago