Test mode

Understand and use test mode

Switch between test and live contexts and find the right records.

Switch modes

Test and live data are kept in separate tenant contexts, so a record created in one mode will not appear as a record in the other. Test tenants bypass feature credit charges; check the current mode before starting a live operation.

  1. Open the profile menu and select Switch to Test when the option is available.
  2. Check that you are in test mode before creating example records or trying a workflow.
  3. Use Switch to Live when you are ready to return to live work, and check the mode before continuing.

API and troubleshooting

For API requests, the API key determines test or live mode rather than the browser toggle. If a record appears missing, verify both the workspace and the mode or key being used.

Use fictional or otherwise appropriate test information, and check recipient details before sending any request. If the switch is unavailable, ask a workspace manager for help.