Skip to main content
You use a Sandbox when you want to try something out, for example a new price plan or a connection through the API. Billing and webhooks run there as they do in the Live environment. Emails, however, only go to members of your organisation and to domains you allow. You use a Migration environment to move over from another system. It sends no emails to your customers and no webhooks, and it only bills when you start the billing yourself. That way you can check imported contracts and invoices without any customer noticing. Every environment has its own data, settings, users and API keys. Only the plan and the unlocked features apply to the whole organisation.

​
The three kinds of environment

Once everything is set up in the Sandbox or Migration environment, you request a Live environment and transfer settings, catalogue and further data there. The Sandbox stays next to it, so you can keep testing there. More on this:

​
Switching between environments

You switch through the name of the environment at the top left of the sidebar. The list only shows environments in which you have an account. If one is missing, ask to be invited there. After the switch the app reloads and opens the start page of the chosen environment. Your other tabs reload as well and briefly show “Umgebung gewechselt” (environment switched). Save open input before you switch, because nothing can be saved afterwards in a tab that has not reloaded.

​
Creating a Sandbox or Migration environment

Click the name of the environment at the top left. Below your organisation you find Sandbox anlegen (create Sandbox) and Migration anlegen (create Migration), each with the number you can still create. If that does not work, the reason is one of these two:
  • The entry is missing. You lack the right “Umgebungen anlegen und löschen”, or creating this kind has not been unlocked for your organisation yet. The Administrator role holds the right. It is enough to hold it in any environment of your organisation.
  • The entry cannot be clicked. The limit is reached. Delete an environment of this kind, and the place is free again.
At first only you have an account in the new environment, with the Administrator role. You invite colleagues or bring them over with the team from another environment. A new Sandbox has the test gateway switched on already, a Migration environment does not.

​
Rules for the username

Choose the username with care, because it cannot be changed after the creation. It is part of the addresses of your API and your customer portal. It has 2 to 63 characters made of lower-case letters, digits and hyphens, with a letter or a digit at the start and at the end. Every username exists only once, across all organisations. The dialog can therefore refuse your username although you have never used it yourself, and the username of a deleted environment also stays taken. Some names are reserved as well, for example app, login or anything that contains fynn.

​
Copying data at creation

You do not have to start with an empty environment. In the dialog, switch on Daten übernehmen (copy data) and choose another environment of your organisation as the source and the data sets you need. The transfer starts right after the creation, without a preview. Customers reach a Sandbox only from another Sandbox, so that no real customer data ends up in a test environment. This rule and all others are described in Transferring data between environments.

​
Running a billing run

A Migration environment never bills on its own. If you want to see invoices there, you start the billing under Einstellungen > Umgebung (Settings > Environment) in the section Abrechnung ausführen (run billing). In a Sandbox this works the same way if you do not want to wait for the next automatic date. You need the Administrator role in this environment. It bills exactly as the automatic billing does: due contracts are billed and their invoices are created. If you leave the field Stichtag (key date) empty, billing includes everything due when the run starts. With a key date, billing includes everything due up to the end of that day, in the time zone of the environment. Some environments take no key date and are always billed up to today. Only one billing runs in an environment at a time. You start the next one once the running one has finished, and you start a failed one again. Your customers get no invoice email from a Migration environment even then. For a Sandbox the sending rules of the environment apply. The Live environment has no such section.

​
Go-live from a Sandbox or Migration

When you have finished the setup, you request a Live environment on the page Go-Live under Einrichtung (setup). This is possible as soon as all items under “Vor dem Go-Live” (before go-live) are done and your role may change the settings of the environment.
If you request the Live environment from a Sandbox as an administrator, the customers, invoices, subscriptions, payments, webhooks, bank connections, imports and activities of the Sandbox are deleted in the process. Products and price plans stay. This cannot be undone. In a Migration environment all data stays.
The Live environment does not appear right away. It is created after your request as a new environment of your organisation, and a member of your organisation gets an account there with the Administrator role. You see it in your list of environments as soon as you have an account in it. Your Sandbox or Migration environment stays. You then transfer settings, catalogue and further data from the Sandbox in the Live environment under Einstellungen > Übertragungen (Settings > Transfers).