> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paysight.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up Sandbox Accounts on Paysight

> Complete step-by-step guide to set up a sandbox environment for testing Paysight integrations

<Info>
  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.
</Info>

## 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.

## Prerequisites

<CardGroup cols={2}>
  <Card title="Paysight Admin Access" icon="user">
    You need administrative access to the Paysight dashboard to create and configure accounts.
  </Card>

  <Card title="Client Information" icon="building">
    Have your client's company name and basic information ready for the setup process.
  </Card>
</CardGroup>

***

## Complete Sandbox Setup Process

<Callout type="info">
  **Setup Order**: Follow these steps in sequence. Each step builds upon the previous one, so don't skip ahead.
</Callout>

<Steps>
  <Step title="Configure Company Settings">
    Navigate to **Management > Company** in your Paysight dashboard.

    <Note>
      There should be a company there by default. If not, create one with the client's information.
    </Note>

    * 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

    <Check>
      Company is configured with proper operator email for system alerts and notifications.
    </Check>
  </Step>

  <Step title="Create Sandbox Brand">
    Click **Add Brand** in the middle or top right of the dashboard.

    ### 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`

    <Warning>
      Remove the PORTAL URL field before creating the brand.
    </Warning>

    Click **Create** to finalize the brand setup.

    <Check>
      Brand created with sandbox naming convention and proper email configuration.
    </Check>
  </Step>

  <Step title="Setup Sandbox MID">
    Navigate to **MID Accounts** and click **Add Merchant Account** (select advanced setup).

    ### 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**: `6457Thfj624V5r7WUwc5v6a68Zsd6YEm|TEST`

    ### 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.

    <Note>
      All other sections are optional for sandbox setup.
    </Note>

    ### 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

    <Warning>
      **Critical**: Ensure SANDBOX mode is toggled ON before creating the merchant account. This prevents real transactions in the test environment.
    </Warning>

    Click **Create Merchant** to complete the MID setup.

    <Check>
      MID created with sandbox configuration and proper monetary limits for testing.
    </Check>
  </Step>

  <Step title="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

    <Check>
      MID group configured with automatic routing for seamless transaction processing.
    </Check>
  </Step>

  <Step title="Setup Retry Strategies">
    Create retry strategies from templates:

    ### Strategy 1: Insufficient Funds

    * Name: `insufficient funds`
    * Select: Standard 3x retry template

    ### Strategy 2: Issuer Decline

    * Name: `issuer decline`
    * Select: Standard issuer decline template
    * Remove 2 retries and keep 3, then save changes

    <Tip>
      Retry strategies help recover failed transactions automatically, improving conversion rates and customer experience.
    </Tip>

    <Check>
      Both retry strategies configured to handle common payment failure scenarios.
    </Check>
  </Step>

  <Step title="Create Subscription">
    Navigate to **Subscriptions** and create a new subscription.

    ### Basic Configuration

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

    ### 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

    ### Delay Charge Settings

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

    ### Renewal Configuration

    * **Frequency**: Every 31 days
    * **Amount**: \$9.99
    * **Retry Strategy**: Select the retry strategies created in step 5

    <Info>
      The 60-day trial period provides ample time for testing without immediate charges, while the 31-day renewal cycle ensures consistent billing.
    </Info>

    <Check>
      Subscription configured with free trial, proper billing cycle, and retry strategies.
    </Check>
  </Step>

  <Step title="Create Product">
    Navigate to **Products** and create a new product.

    <Callout type="info">
      **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.
    </Callout>

    ### Product Configuration

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

    ### Billing Configuration

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

    ### Subscription Settings

    * **Main Subscription**: Select the subscription created in step 6

    ### Additional Settings

    * **Max Active Subscriptions**: 999

    Click **Create Product** to complete the setup.

    <Check>
      Product created successfully - this is the final step of the sandbox setup process.
    </Check>
  </Step>
</Steps>

***

## Testing Your Setup

<Callout type="info">
  **Validation Required**: Use the API tester file to validate your sandbox setup and test API integrations before proceeding to production.
</Callout>

### API Testing Process

<Steps>
  <Step title="Access API Tester">
    Open the API tester file: `paysight-api-tester.html`
    Click **Sandbox Prefill** to populate test data

    <Note>
      The API tester file is located at: `file:///Users/harold/Downloads/paysight-api-tester.html`
    </Note>
  </Step>

  <Step title="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

    <Warning>
      **Security**: Never use production API keys or client IDs in sandbox testing. Always use sandbox credentials for testing purposes.
    </Warning>
  </Step>

  <Step title="Execute Test Transaction">
    Scroll down and click **PAY** to process a test transaction
  </Step>

  <Step title="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

    <Check>
      Test transaction completed successfully and visible in the CRM with proper user opt-in status.
    </Check>
  </Step>
</Steps>

***

## What's Next?

<CardGroup cols={3}>
  <Card title="API Integration" icon="code" href="/api-reference/introduction">
    Learn how to integrate Paysight APIs with your application using the product ID created in this setup.
  </Card>

  <Card title="Widget SDK" icon="window" href="/widget-sdk/introduction">
    Implement the Paysight Widget SDK for seamless payment processing on your website.
  </Card>

  <Card title="Shopify Store Onboarding" icon="cart-shopping" href="/guides/shopify-store-onboarding">
    Connect and onboard your Shopify store in Paysight.
  </Card>
</CardGroup>

<Callout type="warning">
  **Environment Separation**: Keep your sandbox environment completely separate from production. Use different credentials and test thoroughly before deploying to live environments.
</Callout>