Sandbox Integration Guide

What to expect during your integration process

We're excited to have you on board. Follow this guide to complete your sandbox testing and get to production API access.

Integration steps

1. Join your Integration Kick Off call

Your Technical Account Manager will walk you through the integration process, answer your questions, and explain what happens next. You'll receive your Integration Packet after the call, which includes the Sandbox Checklist and supporting guides.

2. Review the Sandbox Checklist and guides

Read the Sandbox Checklist and all supporting guides. These documents list every requirement for your integration.

3. Complete sandbox testing

Run all required testing scenarios from the checklist. Make sure your integration handles each case correctly before moving forward.

4. Submit your deliverables

Submit all required items from the checklist. For each item, add a note with:

• Successful transfer IDs

• Demo videos

• Any items marked as "Client" in the checklist

5. Ask questions in Slack

Use Slack to ask questions during your integration. Tag @Astra Support so the right team sees your message.

6. Astra reviews your deliverables

After you submit, our team reviews everything for completeness and accuracy. This typically takes 1-2 business days.

7. Technical Account Manager performs API Log Review

Your Technical Account Manager reviews your API logs to validate how your integration behaves, handles errors, and uses the API overall.

8. Make revisions if needed

If we find issues, we'll let you know. Common items that need updates:

• Transfer details or IDs

• Demo video content or quality

• Issues from the API Log Review

9. Get your Production API access

Congratulations! Once everything is approved, you're ready for production. You'll get full production API access and can move on to the Production Checklist.