Sandbox Integration Guide

Last updated: July 24, 2026

What to Expect During the Sandbox Integration Process

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

Please note: Astra will share an official, curated checklist specific to your program at the beginning of the integration. This guide is meant to serve as a general outline, highlighting most, but not all key steps.

Integration Steps

1. Join Your Integration Kick Off Call

Your Implementation Manager and 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. Join Your Team’s Shared Slack Channel

Your Implementation Manager will invite you to join your shared Slack channel with Astra. If your company opts out of using Slack during the integration phase, you can use your Astra Dashboard support portal to submit questions.

Pro Tip: Use the AI search bar in you Astra Dashboard to find documentation and proactively solve issues before submitting a ticket or tagging @Astra Support in your shared Slack channel. You can also use Astra's Dashboard to submit a ticket using templated forms to send us the context needed to resolve your issue faster!

Pro Tip: Please only tag @Astra Support to correspond with Astra's team in your shared Slack channel. Your message will be addressed by our AI agent Otto. In the event Otto cannot fully answer your question, your message will get automatically routed to the appropriate Astra team members.

Please do not tag team members directly or send them DMs. This prevents your message from getting routed appropriately and will lead to delayed response times.

3. Review Your Integration Packet & Sandbox Checklist

After the Kickoff Call, your Implementation Manager will share your Integration Packet, which will include everything you need to get your integration up and running. This packet will include an overview of your program's use case, the flow of funds, integration checklists (for both the Sandbox and Production testing phases), and a curated list of relevant guides and api documentation.

4. Complete Sandbox Integration and Testing

In addition to your Sandbox Checklist, there is a Sandbox Test Cases sheet. Run all required testing scenarios from the checklist. Make sure your integration handles each case correctly before moving forward.

5. Submit Your Deliverables

Submit all required items from the Sandbox Checklist and Test Cases sheet. Any items you are responsible for will be marked as "Client" in the checklist. For each item, please add a comment containing the relevant deliverables such as successful Transfer IDs or Demo videos. For more information on Sandbox Deliverables, check out this Guide to Sandbox Deliverable Review

Pro Tip: Before you submit, double-check the requirements for each row and deliverable. Incomplete or missing deliverables can lead to delays in obtaining Production API access.

6. Astra Reviews Your Deliverables

Once all client deliverables are submitted, our team reviews everything for completeness and accuracy. This generally takes 1-2 business days.

7. Technical Account Manager Performs API Log and Test Cases Review

In parallel to item 7, your Technical Account Manager reviews your API logs to validate how your integration behaves, handles errors, and uses the API overall. They will also review the deliverables submitted via the Test Cases sheet.

8. Make Revisions if Needed

If any deliverables require revisions, your implementation manager and or technical account manager will reach out with clear, actionable next steps. Items that most commonly require revisions or missing deliverables include, but are not limited to:

  • Transfers

  • Demo Videos

  • API Logs

9. Get Your Production API Access

To obtain Production API access, all items in your sandbox integration checklist must be marked as "completed" and if applicable, all invoices must be up to date.

With Production API access, your program is one step closer to launch!