| Sandbox | Production | |
|---|---|---|
| API Domain | https://sandbox-api.helix.q2.com | https://api.helix.q2.com |
| ID Verification | Consult documentation provided at program registration time for specific "fake" customer information that works successfully via sandbox | Provide customer's actual personally identifiable information |
| Tax ID | Multiple customers may have the same taxId (allows for easier testing) | Each customer must have a unique taxId |
| Customer Registration | No limit to number of failed customer registrations for a given taxId in any timeframe | A default limit of 2 failed customer registrations for a given taxId in a 48 hour timeframe (configurable) |
| Customer Tags | Uniqueness of tag on the customer object is not enforced | Uniqueness of tag on the customer object is enforced among customers with the following statuses: Active, Initiated, Manual Review, Verified. |
| Debit Card Transactions | Not supported | Supported |
| Product IDs | Each product's productId will be different in sandbox vs production | Each product's productId will be different in sandbox vs production |
| Changing Product IDs | Changing the productId of an account via /account/update happens instantly | Changing the productId of an account via /account/update may take up to 24 hours to take affect |
NOTE
The following only apply to programs with ACH via NACHA enabled.
| Sandbox | Production | |
|---|---|---|
| Routing Number Verification | The "magic value" of 123456789 for routingNumber may be used for easy testing. The externalAccount's name property will be set to COREPRO SANDBOX BANK | An actual valid routing number must be provided. "Valid" is defined by performing a real-time lookup based on the Federal Reserve data file. |
| External Account Verification | Trial deposit amounts are hardcoded to $0.18 and $0.28 for easy testing. Can be verified immediately via /externalAccountVerify | Trial deposits are two random amounts between $0.01 and $0.49 inclusive. Must be verified at a later date by calling /externalAccountVerify |
| Depositing from External Accounts | Automatically settles every hour on the hour, give or take 5 minutes. Funds are available immediately after settling | Settles following the Transfer Timeline . Funds are available depositAvailableDays after settlement occurs. See /program/get for details. |
| ODFI ACH Transfers | ACH transfers initiated via the /transfer/create endpoint are initially set to status=Pending before being changed to status=Settled when the ~hourly settlement job runs. | ACH transfers initiated via the /transfer/create endpoint are initially set to status=Initiated. They are then moved to status=Pending once the daily ACH cutoff time is reached and helix writes the transactions into an ACH file for delivery to the Fed for processing. Transactions will move to status=Settled according to the Transfer Timeline . |
| ACH Files | Not supported | Supported |