Sandbox Accounting Application

Follow this guide to connect to a Sandbox accounting simulation environment to have access to datasets as they would appear through specific integrations.

You must have a sandbox account with Boss Insights to connect to the Sandbox Accounting App. An admin may create a sandbox account from the Admin Portal or a developer may create one from the API.

The Sandbox Accounting application will only show up in a sandbox account, it will not show as an application in a production account.

Portal/UI

Step 1

When connecting to accounting integrations, please click the Sandbox Accounting tile to begin the connection process.

Step 2

After clicking on the Sandbox tile you will be prompted to log in. Please enter any email and password combination for testing and then choose which integration dataset you would like to simulate from the dropdown menu. The dropdown menu is highlighted in the image below with the QuickBooks integration selected. You may then hit continue.

Log-in screen with dropdown menu to choose integration.

Step 3

Upon a successful connection, you will be redirected back to the integrations screen and receive visual verification of the connection. Please note the green connected bar at the bottom of the Sandbox Accounting tile.

Step 4

Your account will now be populated with a limited, static set of data from the chosen accounting system.

You successfully connected to Sandbox Accounting!

API

You must create an account with the optional parameter of environment:"sandbox" entered in the JSON body of your account creation request. Please see Accounts for example code and instructions. You are then able to connect to this integration the same way you would connect to other integrations, the integration will be available with the key sandbox-accounting.

For details on embedding functionality from the Boss Insights platform to your own software application, please see Embedded.

Important Notes

Data is limited to September 2021 - March 2023.
Accounts Payable/Receivable is not currently available.
To receive Balance Sheet reports, please use the last day of the needed month in your request. For example: 31 March 2023.
To receive Profit and Loss reports, please specify the first day and last day of the needed month as start date and end date. For example: 1 March 2023 - 31 March 2023
Depending on the integration dataset, some items may not be available.