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Developer sandbox account


Trail CRM – Developer Sandbox for API Testing (Beta)​

Welcome to Trail CRM’s developer sandbox environment! This is designed to help you safely test and integrate with our CRM API in a secure and isolated environment. We will work with you to ensure your needs are met through the sandbox environment before implementing changes on your live Trail CRM. Data security and privacy is out top priority, and we will ensure that you can test with peace of mind.

What is the Developer Sandbox Account?​

The developer sandbox account provides your organization with a dedicated, risk-free testing environment. Key features:

  • One sandbox account per organization
  • Access is limited to users with admin permissions in Trail CRM
  • Full access to our API for integration testing
  • 14-day testing window from start date

How to Get Access​

  1. Email Request
    Send a request to support@gettrail.com with your:

    • Organisation name.

    • Admin user’s email address (registered in Trail CRM). This will be the account used to access the test environment.

    • What you are hoping to achieve with this integration.

  2. Approval & Setup
    Once we approve your request, we’ll send:

    • Confirmation of your access.
    • Instructions to log in to the test environment.

  3. Generate API Key
    After logging in, any user with admin permission can generate an API key from within Trail CRM, which will be used to authenticate your test requests. You can find this under the Settings page, “Organisation Settings > Integrations > API”.

API Test Environment Details​

  • API Base URL (Beta)
    https://beta.api.gettrail.com/api/v1

  • Postman Import
    You can also import our API specification into Postman.
    Run In Postman

Testing Guidelines​

  • Ensure you use your sandbox API key when authenticating your requests. This is different to the API Key you will eventually use in Production.

  • The sandbox is intended for testing purposes only, please do not use any real client data.

  • Your access is valid for 14 days from the first day of access.

  • The credentials you use to log into your existing Trail account will be the same for the sandbox environment.

  • Your clients will have their email addresses and phone numbers changed to fake data for privacy.

  • The sandbox has limited functionality, please refer to the Rate Limiting page to understand this in more depth.

Reporting Issues​

Need Help?​

If you have any questions or need help during your testing, don’t hesitate to reach out. Get in touch using our Reporting Issues page.