Yes, Merge provides shared sandbox environments for testing integrations before connecting to production systems. This article explains how to access and use these sandboxes.
Merge-owned sandboxes are only available to Professional and Enterprise Plan customers.
If you want to test Merge’s functionality as a proof of concept, we provide links to free trials from supported providers under our Configurations page.
Requesting sandbox access
To request access to a sandbox environment:
Fill out the sandbox request form at https://mergeapi.typeform.com/sandboxes
Provide a team email address when submitting the request
The Merge team will share credentials via 1Password once your request is processed
Important notes about sandboxes
All sandboxes are shared environments used by multiple customers
Sandbox access credentials typically expire after 30 days
Only modify or delete data that you create in the sandbox
Do not modify the main admin user credentials as this could lock out other users
If you need a dedicated sandbox environment with custom configurations, you'll need to obtain one directly from the integration provider (e.g., NetSuite, Workday, etc.).
Adding test data
When working in a shared sandbox:
You can create your own test data and records
You may add sub-accounts or additional configuration as needed
Only delete data that you have created
Use the existing admin credentials provided - no need to create separate admin accounts
Renewing access
If you need continued access after your credentials expire, simply submit a new request through the sandbox request form. The Merge team will provide updated credentials.