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This comprehensive guide provides detailed, step-by-step instructions for creating a fully functional Paysight sandbox environment. You will learn how to set up a test company, create and configure a sandbox brand, add a merchant account (MID), define retry strategies, and set up both subscription and product records. By the end of this guide, you’ll have a complete sandbox system ready for safe testing of integrations, payment flows, and API functionality without affecting your live production data.

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Who is this for?

This guide is for Paysight administrators and developers who need to set up a sandbox environment for testing integrations, APIs, and payment flows before going live.

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Prerequisites

Paysight Admin Access

You need administrative access to the Paysight dashboard to create and configure accounts.

Client Information

Have your client’s company name and basic information ready for the setup process.

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Complete Sandbox Setup Process

Setup Order: Follow these steps in sequence. Each step builds upon the previous one, so don’t skip ahead.
1

Configure Company Settings

Navigate to Management > Company in your Paysight dashboard.
There should be a company there by default. If not, create one with the client’s information.
  • Add operator email for alerts (this will be on the last row once you open the account)
  • If no company exists, add tech@paysight.io as the operator email
Company is configured with proper operator email for system alerts and notifications.
2

Create Sandbox Brand

Click Add Brand in the middle or top right of the dashboard.

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Brand Configuration

  • Brand Name: sandbox_brand_[client_brand_name]
  • Domain: http://sandbox.io
  • Domain Root: sandbox.io
  • SMTP Configuration: Leave blank for now
  • Default Contact Email: support@sandbox.com
  • Sender’s Name: Customer Care
  • Default Sender’s Email: support@sandbox.com
Remove the PORTAL URL field before creating the brand.
Click Create to finalize the brand setup.
Brand created with sandbox naming convention and proper email configuration.
3

Setup Sandbox MID

Navigate to MID Accounts and click Add Merchant Account (select advanced setup).

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MID Configuration

  • Name: Sandbox_MID
  • Company: Select the company created in step 1
  • Brand: Select the brand created in step 2
  • Vertical: Generic ecommerce
  • Gateway Setup: NMI
  • API Key: Sand-box-[company_name]

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Merchant Details

  • MID Number: sandbox-[company_name] (lowercase)
  • Descriptor: Sandbox.com
  • Agent: Any value (doesn’t matter for sandbox)
  • Acquiring Bank: Any value (doesn’t matter for sandbox)
  • MCC: Select digital goods category
  • Notes: You can put additional information about this merchant account.
All other sections are optional for sandbox setup.

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Settings Configuration

Before finishing, click the Settings section on the right side and:
  • Toggle SANDBOX mode ON
  • Monetary Configuration: Set MID cap to 100,000
  • Gateway Transaction: Set to 0
  • Discount %: Set to 0
Critical: Ensure SANDBOX mode is toggled ON before creating the merchant account. This prevents real transactions in the test environment.
Click Create Merchant to complete the MID setup.
MID created with sandbox configuration and proper monetary limits for testing.
4

Create MID Groups

Navigate to MID Groups and click Add Routing Group.
  • Select the Automatic Routing Group (middle option)
  • Name it: main MID group
  • Click Add Merchant Account and select the MID created in step 3
MID group configured with automatic routing for seamless transaction processing.
5

Setup Retry Strategies

Create retry strategies from templates:

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Strategy 1: Insufficient Funds

  • Name: insufficient funds
  • Select: Standard 3x retry template

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Strategy 2: Issuer Decline

  • Name: issuer decline
  • Select: Standard issuer decline template
  • Remove 2 retries and keep 3, then save changes
Retry strategies help recover failed transactions automatically, improving conversion rates and customer experience.
Both retry strategies configured to handle common payment failure scenarios.
6

Create Subscription

Navigate to Subscriptions and create a new subscription.

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Basic Configuration

  • Name: Sandbox_[company_name]
  • Brand: Select from dropdown
  • Country: USA
  • Status: Active

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Billing Configuration

  • MID: Select the MID created in step 3
  • MID Group: Select the MID group created in step 4
  • Dedicated Retry Group: Select the retry strategies created in step 5

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Delay Charge Settings

  • Enable Free Trial: Yes
  • Trial Amount: $9.99
  • Trial Duration: 60 days (to allow time for testing)

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Renewal Configuration

  • Frequency: Every 31 days
  • Amount: $9.99
  • Retry Strategy: Select the retry strategies created in step 5
The 60-day trial period provides ample time for testing without immediate charges, while the 31-day renewal cycle ensures consistent billing.
Subscription configured with free trial, proper billing cycle, and retry strategies.
7

Create Product

Navigate to Products and create a new product.
Important: The product ID is the entry point for transactions. When using APIs, clients must pass this ID for transactions to route to this product. For widget integrations, this ID must be passed to the widget.

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Product Configuration

  • Name: sandbox product_[LLC_name]
  • Friendly Name: sandbox product_[LLC_name]
  • Brand: Select from dropdown
  • Country: USA

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Billing Configuration

  • MID: Select the MID created in step 3
  • MID Group: Select the MID group created in step 4

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Subscription Settings

  • Main Subscription: Select the subscription created in step 6

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Additional Settings

  • Max Active Subscriptions: 999
Click Create Product to complete the setup.
Product created successfully - this is the final step of the sandbox setup process.

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Testing Your Setup

Validation Required: Use the API tester file to validate your sandbox setup and test API integrations before proceeding to production.

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API Testing Process

1

Access API Tester

Open the API tester file: paysight-api-tester.html Click Sandbox Prefill to populate test data
The API tester file is located at: file:///Users/harold/Downloads/paysight-api-tester.html
2

Configure Test Parameters

Go to Settings at the bottom of your Paysight CRM and locate:
  • Client ID: Copy and paste into the Client ID section of the tester
  • API Access Code: Get the first API access code and enter it in the appropriate field
  • Product ID: Enter the product ID created in step 7
  • Email: Enter your test email address
Security: Never use production API keys or client IDs in sandbox testing. Always use sandbox credentials for testing purposes.
3

Execute Test Transaction

Scroll down and click PAY to process a test transaction
4

Verify Transaction

  • Check your email for transaction confirmation
  • Go to Transactions in Paysight CRM
  • Search for your email address in the email filter
  • Apply the filter to see your test transaction
  • Verify the user is opted in
  • Check the right-hand accordion for test dates and details
Test transaction completed successfully and visible in the CRM with proper user opt-in status.

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What’s Next?

API Integration

Learn how to integrate Paysight APIs with your application using the product ID created in this setup.

Widget SDK

Implement the Paysight Widget SDK for seamless payment processing on your website.

Shopify Integration

Connect your Shopify store to Paysight for automated payment processing.
Environment Separation: Keep your sandbox environment completely separate from production. Use different credentials and test thoroughly before deploying to live environments.