Test Console

Prior to diving in with development work, we recommend familiarizing yourself with Link in our Test Console. The Link Test Console lives in the developer dashboard and will allow you to create Link tokens and launch Pinwheel Link. The Test Console mimics Link token creation and allows you to see how different configurations affect the front-end UI. If you don't have access to the Developer Dashboard, please contact [email protected].

In Sandbox mode, you must use our Sandbox credentials. Live credentials will not work in Sandbox. In order to test with live payroll credentials, you can use our Development Environment.

Sandbox Credentials

In Sandbox mode, you can use the following credentials to test Link:

FieldValue
Company IDcompany_good
Usernameuser_good*
Email[email protected]
Passwordpass_good
SSN123456789
Last 4 of SSN1234
MFA codemfa_code
What street did you grow up on?pinwheel drive

*For USPS ONLY: Username value is "12345678"

For providers that support optional multifactor authentication (MFA), use the following credentials to test the MFA flow:

FieldValue
Usernameuser_mfa
Email[email protected]

To test jobs with an outcome of error, use the following credentials:

FieldValue
Usernameuser_error
Email[email protected]

To test jobs with an outcome of pending, use the following credentials:

FieldValue
Usernameuser_pending
Email[email protected]

In sandbox mode, jobs with a pending outcome will transition to an error outcome 60 seconds after the Link flow is completed. If you are subscribed to webhook events in Sandbox mode, you will first get an event with a pending outcome, followed by an event with an error outcome.

*Note that in production mode, jobs may remain pending until they are resolved for up to 24 hours.

On Demand Updates

On Demand Updates may require user re-authentication before I&E data can be refreshed or a direct deposit switch is performed. The monitoring_status of an account will indicate whether a user re-authentication is needed or not. For the sandbox experience, we will focus on active and user_action_required states.

Getting started

An existing sandbox account initially connected with one of the following usernames is required before performing an On Demand Update. Each username corresponds to a re-authentication flow.

Re-authentication flow to simulate

Sandbox username

MFA required

user_mfa

Credentials required

user_good

Credentials and MFA required

user_credentials_and_mfa

Updating monitoring_status of an Account

The PATCH /v1/sandbox/accounts/{account_id} sandbox-only endpoint can be used to simulate an account going into the user_action_required state by forcing an account with monitoring_status = active to monitoring_status = user_action_required

When the monitoring_status changes for an account, you will receive an account.monitoring_status.updated webhook event as you would in production. Once an account is in monitoring_status = user_action_required, re-authentication is required to get the account back to the monitoring_status = active state.

Simulating On Demand Update Re-authentication

Once the account is in the user_action_required state, you can launch Link with an On Demand Update and the experience will simulate what users will see when re-authentication is required for the account.

*Note that an account in the active state will not require re-authentication for On Demand Updates.

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Limitation

Sandbox payroll accounts older than 7 days will default to requiring MFA and not follow the behavior associated with their username.


Please contact [email protected] for access to our Developer Dashboard.


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