Getting started with sandbox

How to setup your Sandbox

Step 1 - Configure your sandbox

Selecting aggregator products

Selecting aggregator products

Step 2 - Connect your Plaid account

We provide our own MX and Teller keys for you which however for the sandbox to work, you must connect Plaid for the sandbox for work.

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If you have checked Ownership in the previous step, make sure you toggle on Production and not development otherwise Plaid will not work when you try to link a real account in Step 3.

Connecting Plaid through our sandbox

Connecting Plaid through our sandbox

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Your Plaid credentials are stored locally on your device. We do not store any secrets on own end.

Step 3 - Link a bank account

You can either link a test account or a real account. For test account you can see our list of sandbox banks which will return fake user data.

Linking a real account uses who real time aggregator ranking.

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In sandbox mode, you will have to search Fuse and then search Plaid again for certain banks as we have to run a script that enables link customizations for certain banks. We only do this once you are ready to go live.

Linking a bank account

Linking a bank account

Step 4 - Try our unified API