Overview

Setting up a sandbox merchant account with Sola lets you become familiar with the AR Automation process in a safe, non-production environment. The sandbox setup process is similar to a live Sola merchant account with a few key differences.

In this article:

• Before You Begin
• Set Up Your Sandbox Account
  • Step 1: Request a Sandbox Account
  • Step 2: Log Into Your Sola Sandbox Portal
  • Step 3: Complete Sola Onboarding
• Testing Notes

Before You Begin

Set Up Your Sandbox Account

Step 1: Request a Sandbox Account

Send an email to licensing@accountingseed.com to request a Sola Sandbox account. Provide the following information:

• Company Name
• DBA Name
• Email address of the main contact person

Step 2: Log Into Your Sola Sandbox Portal

An Accounting Seed representative will enter your information into the Sola application and you will receive a Welcome email from Sola. Use that email to log into your Sola Sandbox portal.

Step 3: Complete Sola Onboarding

1. In your Sola sandbox: Complete Sola and PaymentSITE Configurations
2. Then in the Salesforce sandbox or dev org you plan to use with this Sola sandbox: Configure Settings in Accounting Seed

Testing Notes

• Since the Sola sandbox is not connected to a live bank, deposit and fee Bank Transactions must be mimicked to demo auto-matching and auto-reconciliation. Use an OFX file or the Yodlee Dummy Account Generator to create sample bank transactions.
• For test credit card and account numbers, refer to the Sola test card reference.
• ACH testing is not fully supported in the Sola sandbox. It will create Cash Receipts and Bank Cash Receipts but will not generate Journal Entries or Bank Deposits.

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