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
Zohom mail
Plz resolve the problem . I hope u understand .Zoho sheet desktop version
Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.ZOHO SHEETS
Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the sameUsing Zoho Flow to create sales orders from won deal in Zoho CRM
Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalidIs Zoho Sheet available for Linux ?
Is Zoho Sheet available for Linux ?Bharat
ahow to disable staff selection Zoho Booking integrated to SalesIQ?
currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It willZoho Bookings No Sync with Outlook
Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?End Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?Custom confirmation message
How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but ratherIssue showing too many consultations in my workspace link.
Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personalDeluge sendmail in Zoho Desk schedule can't send email from a verified email address
I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attachedunblock e-mail
please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.grChanging Corporate Structure - How Best to Adapt Current and Future Zoho Instances
My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a ZohoHow to Install Zoho Workdrive Desktop Sync for Ubuntu?
Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards SenthilHow to upload own video?
How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?Support new line in CRM Multiline text field display in Zoho Deluge
Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED ChenilleAnnouncing new features in Trident for Windows (v.1.32.5.0)
Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML orHow to render either thumbnail_url or preview_url or preview_data_url
I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!Zoho CRM Calendar | Custom Buttons
I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meetingCreate Lead Button in Zoho CRM Dashboard
Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut outSearching customer field
Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for wordsIntroducing Version-3 APIs - Explore New APIs & Enhancements
Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,Outgoing blocked: Unusual activity detected.
Hello i can't send email from g.morris@adm-part.com mail, can you please help me.Zoho CRM Tracking Google Enhanced Conversions
Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,zoho click, and nord VPN
Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line offConnecting Portals from different Zoho apps
Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals? It would be great if we could give our customers access to a portal in which they couldBilling Management: #5 Usage Billing
After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the wellFunction #10: Update item prices automatically based on the last transaction created
In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you customInventory Adjustments
Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)Zoho CRM Community Digest - August 2025 | Part 1
Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes ConnectedPlease make it easier to Pause syncing
right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.How to create a Zoho CRM report with 2 child modules
Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and wouldSalesIQとPageSenseの利用について
初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。How to integrate Zoho Forms with Zoho CRM on Standard Plan
Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I wantExport PDF File Name
Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?How to change the from address from 'no reply' for an email template in CRM
Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the optionsZoho CRM Client Script - SetCriteria in lookup Field
Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to yourZoho Reports Duplicating Entries
I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of theNext Page