Add a sandbox

A sandbox is a copy of your production environment that you can use for testing or training purposes without affecting the data or configuration of your production environment.

Prerequisites

At this time, sandbox automation features are only available for new direct customers with a small tenant size. Sandbox automation is not available to customers with consoles or customers who have purchased Intacct through a partner.

To confirm your eligibility for sandbox automation or to verify your tenant size, log a provisioning case.

To log a provisioning case, go through the usual steps to log a support case but choose Feature Request instead of Support Case. Specify that the type of case is Sandbox. Provisioning will let you know if your company is too large to qualify.

1. Go to Company > Admin > and select Add (circle) next to Sandboxes.

2. Enter a Sandbox name.
   This name is appended to the company ID to create the sandbox company ID.

3. Enter a Description.

After you save the sandbox, the name appears on the Sandboxes list with a state of Pending. As creation begins, the state changes to In progress. After the sandbox is created, its state changes to Ready. When the sandbox is ready, you can log in to it from the Sandboxes page and edit or view the details or refresh or delete it.

The new sandbox is valid until the end of the billing cycle.