Setting Up and Managing Sandbox Sites

Overview

The Multi-Sandbox feature allows you to create and manage additional sandbox sites beyond your primary test site. These additional sandboxes offer a safe and flexible environment for experimenting with new features and configurations before deploying them to your live site. Each additional sandbox behaves like a test site — with its own configuration and testing capabilities — without affecting your main test or production environments.

You can use additional sandboxes to:

• Try out new or beta features.
• Safely test one-way settings (e.g., multi-entity, multi-decimal) that cannot be reversed once enabled.
• Run Time Machine without impacting your main staging or production environments.

Most customers use their main test site as a staging environment, keeping its configuration aligned with the live site. This limits opportunities to explore new functionality or perform risk-free testing. The Multi-Sandbox feature removes this constraint by providing dedicated, isolated environments for experimentation and adoption.

By providing more flexibility to test and adopt new capabilities, this feature helps reduce risk while supporting continuous improvement. Customers who regularly explore and enable new features tend to have better retention and lower churn rates.

How to Create a Sandbox Site

You can create a new sandbox site from the site switcher, or from feature settings pages and pop-ups for irreversible settings. Only Admins and Owners can see the sandbox actions in the site switcher.

Option 1: From the Site Switcher

The action you see in the account/site switcher depends on how many additional active sandboxes already exist for the account:

• No sandboxes: Click Create Sandbox to open the create new sandbox site flow.
  
• One active sandbox: Click Manage Sandboxes to open the Sandbox Sites list, then click Create Sandbox Site to create another sandbox.
  
• Two active sandboxes (limit reached): Click Manage Sandboxes to open the Sandbox Sites list. You cannot create another sandbox until an existing one expires.

Option 2: From Feature Settings Pages

Some settings — such as Multi-entity or Multi-decimal support — cannot be turned off once they are enabled. On these feature pages, a Try it in a New Site card appears on the right-hand side.

1. Click Create Sandbox from this card to open the sandbox creation page.
2. Proceed with setup to safely test the feature before enabling it on your main site.

Option 3: From Feature Pop-ups

For settings that do not have a dedicated page, a pop-up displays the option to create a sandbox before enabling the feature.

In the pop-up, click Create a Sandbox to generate a new sandbox environment for testing.

Steps to Create a Sandbox Site

Once you've opened the sandbox creation screen, follow these steps:

1. Enter Sandbox Details

   • Enter a Sandbox name. The name must meet the following rules:

     • 4 to 10 characters long.
     • Letters, numbers, and hyphens only.
     • No capital letters.
     • Cannot start or end with a hyphen.
     • Cannot contain the -test suffix (Chargebee adds this automatically).

   • Choose a Tag color for easy visual identification in the site switcher.

   • The sandbox URL preview follows this format:

        <site-name>-<sandbox-name>-test.chargebee.com
     

     Example: imtesting-invoices-test.chargebee.com

   

2. Create the Sandbox

   • Click Create to generate your sandbox.
   • Once complete, Chargebee opens the Get started with your sandbox page to confirm creation.

3. Get Started with Your Sandbox

   After creation, the Get started with your sandbox page shows the next steps you can take:

   • Click Go to Sandbox to open your new site.
   • Use Transfer Configurations to copy plans, pricing, catalog, gateway settings, and other configuration from a live or test site into the sandbox.
   • Use Invite Team Members to add teammates and assign roles for the sandbox.

   You can also switch between your live, test, and sandbox sites from the site switcher in the left navigation.

   

4. Manage Existing Sandboxes

   • From the site switcher, click Manage Sandboxes to open the Sandbox Sites list.
   • The Sandbox Sites table shows each sandbox's lifecycle in the Status column, and includes:
     • Site
     • Status
     • Created by
     • Expires / Expired
     • Created at
   

Limitations

Sandbox sites are designed for lightweight experimentation and testing. As such, certain usage and data limits apply to maintain optimal performance.

The following limits currently apply to the free version of sandboxes:

Feature Restrictions

The following feature limitations apply to additional sandbox sites created using the Multi-Sandbox feature:

• To copy configurations (including custom fields) from another site, use Transfer Configuration.

Retention and Expiry

• Each sandbox site stays active for 90 days from creation.
• Renew the sandbox within the last 45 days of the active period to keep it. If you do not renew, the sandbox and its data are permanently deleted.
• Expired sandboxes remain visible in the Sandbox Sites table, identified by their Status value. You can filter the table by status to find them.
• You can replace an expired sandbox by creating a new one. If you need help with an expired site, contact Chargebee Support.

Error Messages

When you reach a sandbox limit, you'll see an on-screen error notification.

Examples:

You can only create three invited users on sandbox sites!

You can only create three webhooks on sandbox sites!

SAML Single Sign-On

New sandboxes do not inherit SAML Single Sign-On from your existing test or live sites. When you create an additional sandbox, you must configure SAML Single Sign-On for that sandbox separately, following the same process used for your test and live sites.