What are Merge sandbox accounts?

Merge maintains shared sandbox environments for a subset of supported integrations so you can test the Unified API end-to-end before connecting a real production system. Sandbox accounts are issued on request and rotate on a fixed schedule.

If you only need a quick proof of concept, the Configurations page in your dashboard also links to free trials offered directly by supported providers.

How do I request sandbox access?

1. Submit the sandbox request form at https://mergeapi.typeform.com/sandboxes.

2. Provide a team email address (not a personal account) when submitting the request.

3. Once the request is processed, the Merge team will share the credentials with you via 1Password.

Note: Sandbox credentials typically expire after 30 days. To continue testing past expiration, submit a new request through the same form and the team will provide updated credentials.

What should I know about shared sandboxes?

Merge-provided sandboxes are shared environments used by multiple customers simultaneously. To keep them usable for everyone:

• Only modify or delete data that you created yourself.

• Do not change the main admin user credentials — doing so can lock other customers out of the sandbox.

• Use the existing admin credentials that were provided to you; you don't need to create a separate admin user.

If you need a dedicated sandbox with custom configuration, you'll need to provision one directly with the integration provider (for example, NetSuite or Workday). Merge does not issue private, per-customer sandboxes for those platforms.

How do I renew sandbox access?

When your credentials expire, resubmit the sandbox request form at https://mergeapi.typeform.com/sandboxes. The Merge team will issue refreshed credentials through 1Password using the same process as the initial request.