Kaizen #120 - A Guide to API Calls in Zoho CRM Sandboxes
Hello everyone!
Welcome back to another post in our Kaizen series. This week, we will discuss in detail about the sandbox environment in Zoho CRM, and how to make API calls to the sandbox orgs.
Environments in Zoho CRM
Zoho CRM empowers your business with robust developer tools. But what if you want to experiment without affecting your live data? Or if you want to try out a widget or a workflow before pushing them live to your customers? We have got you covered with our environment options.
Zoho CRM offers three environments:
Production - The production environment is your live CRM account, which you use for business operations.
Developer - This environment acts as a playground for developers to build and test custom integrations and apps. Changes made here cannot be directly applied to the production account.
Sandbox - This is a secure testing ground where you can experiment without disrupting your live production environment. Tinker with settings, workflows, and features without disrupting your live data. Test, identify issues, and perfect your changes before deploying them to your production environment.
Creating a Sandbox:
CRM admins can create multiple sandboxes in one account for independent testing of different configurations. The number of sandboxes allowed depends on your CRM edition. You can create a sandbox from Setup > Data Administration > Sandbox. For more details on the available configurations and settings, refer here. Note that the sandbox environment is exclusive to the enterprise and above editions.
Once your sandbox accounts are set up, you can view them at CRM Setup > Data Administration > Sandbox. Access the sandbox organization you want, and you can go about working in the sandbox in the same way you would work in the production setup. You can make the necessary changes, utilize sandbox data for validation, and, once satisfied, deploy them to the production environment.
Making API calls in the Sandbox environment
- Register your application : Before you get started with authorization and make any calls using the Zoho CRM APIs, you need to register your application with Zoho CRM. Follow the steps explained in this document to register your application.
- Generate grant token : To use the Zoho CRM APIs, you must authenticate the application to make API calls on their behalf with an access token. The access token, in return, must be obtained from a grant token (authorization code). Choose the desired organization under the sandbox environment from the list displayed when generating the grant token. For more details on how to generate a grant token, please refer to this document.
- Generate Access Token and Refresh Token : OAuth2.0 requests are usually authenticated with an access token, which is passed as bearer token. Use your domain-specific Zoho Accounts URL https://accounts.zoho.{domain} to generate the tokens.
- Identifying token environment (optional) : With the access token in hand, you might wonder: Which environment does this token belong to? This can be determined using the Organization API using https://www.zohoapis.{domain} regardless of the token's environment. The type key in the API response contains information regarding the environment linked to the access token - production, developer, or sandbox. Please note that this functionality is supported only from Zoho CRM API version 6 onwards.
- Making API calls : Now that you know the token's environment, use the sandbox-specific URL https://sandbox.zohoapis.{domain} for API calls to the sandbox environment. Please note that attempting calls using tokens generated for other environments will result in a DOMAIN_TOKEN_MISMATCH error.
Points to remember :
- Generate the grant token for the corresponding sandbox organization to avoid the DOMAIN_TOKEN_MISMATCH error.
- The accounts URL for generating tokens remains the same for both sandbox and production environments - https://accounts.zoho.{domain} .
- The Get Organization API response includes a type key, which contains information regarding the environment your access token is authorized for (production, developer, or sandbox).
Multiple Sandbox Accounts and API Calls
Each sandbox environment within your Zoho CRM account acts as a separate organization. To ensure your API calls land precisely where intended, follow these guidelines:
- Separate Grant Tokens for Each Organization : You should generate separate grant token for each organization, whether within a sandbox environment or the production environment.
- API Call URL for All Sandboxes: The API call URL remains consistent for all sandboxes: https://sandbox.zohoapis.{domain}. However, to target a specific sandbox organization, you must generate the grant token specifically for that organization.
Frequently Asked Questions
Q. How many sandboxes can I have in my Zoho CRM account?
A. The number of sandboxes you can have depends on your Zoho CRM edition. Please refer to this document to know the specific limits.
Q. Do sandbox API calls affect my production data?
A. No, API calls made from the sandbox environment are isolated from your production data.
Q. Do I need different account URLs for generating tokens in sandbox and production?
Q. Can I use the same access token for API calls in both the sandbox and production environments?
A. No, each organization in each environment requires its own access token.
Q. Is there a specific URL for making API calls from the sandbox environment?
A. Yes, use https://sandbox.zohoapis.{domain} for sandbox calls.
Q. How do I find if the token is generated for the sandbox or any other environment?
A. In order to find whether a token is generated for a sandbox or other environment, kindly use the Organization API which will return the type for which the token is generated. Please note that this support is available from V6 only.
Q. What does the "DOMAIN_TOKEN_MISMATCH" error indicate during API calls in the sandbox environment?
A. This error occurs when using tokens from a different environment or domain in your API calls. For example, you will get this error if you attempt to use an access token generated for the production environment in the sandbox environment
Q. Do I need to register my application differently for the sandbox environment?
A. No, you use the same application registration process for both sandbox and Production environments. However, you need to generate separate grant tokens for each environment.
Q. Do I need to use different client IDs and client secrets for the sandbox environment compared to production?
A. No, you can use the same client ID and client secret for both environments. However, you'll need to generate separate access tokens for each org.
We hope that you found this post useful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com.
Stay tuned for more insights in our upcoming Kaizen posts!
Happy Coding!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anu Abraham
David
Sticky Posts
Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
External File Share - Allow delete
Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?How to notify all members on any updates to zoho crm?
Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changesHow to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?Unattended Access on Android without Play Store
I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollmentOpen Sans Font in Zoho Books is not Open Sans.
Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The realIs it possible to embed Zoho Bookmarks in the Cliq sidebar?
Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq allShow Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience
Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in SetupZoho Projects Webhook fails with HTTP Error 0
Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and logZOHO Campaignで表のカラムの幅を調整したい。
表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。Auto-upload Creator Files to WorkDrive
Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—toKaizen #129 : Client Script Support for Blueprints
Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprintSearch Bar Improvement for Zoho Commerce
Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, youMaking digital signatures accessible to all: Introducing accessibility controls in Zoho Sign
Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will goAccount Owner Field From Accounts Module to be Displayed in Contacts module
I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".Update a field in the ZOHO Form, basis numeric value in another field in the same form
I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby anotherHow to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanMeet up de Zoho en Bilbao
Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentroPicklist reference value in REST
picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a wayIn Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}
In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_valueMarketing Tip #2: Recover lost sales with abandoned cart emails
Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and setBilling Management: #9 Usage Billing in IoTs
We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has{"code":1038,"message":"JSON is not well formed"}
Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the inputHow can I migrate Shared Mailbox from Zoho Mail to Team Inbox?
I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.Remember all the ways we've posted?
The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digitalCan no longer upload my own Notebook cover
I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did thisZoho Desk - Cannot Invite or Register New User
Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to processCustom domain issue
I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notifiedHow do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?
Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders forZoho Editor
Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.The present is a "present"
The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, thisMarket cap
Market cap formula?? Kaise nikaleMail and OS
Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a userNeed Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it
Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs toDirect Integration Between Zoho Cliq Meetings and Google Calendar
Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not justZoho sheet
Unable to share zoho sheet with anyone on internet with editer option only view option is showPersonal account created under org account
Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organizationAdd another account
How to add another mail account to my zoho mail.Recover deleted user
Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.Next Page