Sandbox Account How To Setup & Prerequisites

mcfc4heatons
mcfc4heatons Member Posts: 2 VERIFIED MEMBER
First Comment

Hello,

I need to set up a sandbox account for API testing, does this have to be requested from Pipedrive support & am I right in saying it has to be requested by the Admin of an existing paid Pipedrive account?

Thanks

Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    edited October 2022 #2

    Hi @mcfc4heatons

    You can always reach out to our Support team if needed, but you can already request a Sandbox account via this Developers' Corner page. Please sign up and our responsible team will be in contact.

  • mcfc4heatons
    mcfc4heatons Member Posts: 2 VERIFIED MEMBER
    First Comment

    Thanks, and how do I import settings from another PIpedrive account? I want to clone the Piplelines and custom fields in the sandbox account, is that a simple import/export ?

  • Kreete K
    Kreete K Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    edited October 2022 #4

    I believe this is not something you can do from your side. Please check with our Support team on the possibilities for this. You can reach out via in-app chat or email support@pipedrive.com