Sandbox is a test area. It allows an admin user to test out an import before finalizing it to the live account. Think of it as a practice run, Your data is placed here first so you can see what everything will look like before you save it to your live account.
If you import data, and find out you did some things incorrectly, or some fields didn't translate the way you expected, no worries – while you're in Sandbox, you can wipe the pending import and try again.
If you need help importing data, read our importing guide, Using the Data Import Tool.
When you're in Sandbox
You know you are in Sandbox when there is an addition bar at the top of the page, labeled in the top left Sandbox.
Some features such as filtering (on pages like Contacts and Activities) are not needed when viewing data in this test area, and aren't enabled while in Sandbox.
We recommend checking 15-20 contact or transaction records against your source data (the CSV you imported) to verify the data was mapped and imported correctly.
Back to Import (in the top right-hand corner) will return you to the import process where you can delete your import and start over, or navigate back to your Production account.
Please note: If you make changes to contacts or add new data as you would to your Kindful account while in Sandbox, when you move the dataset into your production account, the changes you make will not move. Only the information tied to the original CSV imported will import.
If you're still curious how the Sandbox plays into the import process, here's a roadmap of what importing looks like.
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.