Yodlee Environments
Yodlee provides the following environments to registered developers. If not already registered, please go here to create a developer account.
- Sandbox – available to all registered developers for access to the APIs using preconfigured test users and test data only.
- Development – available to registered developers with a 90-day free trial via the Engage plan. This is a live environment with access to all supported sites for up to 100 activities using aggregation and account verification.
- Production – available to registered developers with a 90-day free trial via the Engage plan. This live environment has access to all supported sites for up to 100 activities using aggregation and account verification. Server-to-server integration with the Yodlee API production environment requires whitelisting your server IP address.
Development and production environment access are both granted at the time when the Engage plan is approved. For more information about available pricing plans, please go to Pricing page.
Sandbox Environment
The sandbox environment is available by default as you register at the Developer Portal. In the sandbox, Yodlee provides credentials that you use to create access tokens for API calls. The credentials are clientId, secret (these two are essentially a userId and password, and both should be kept confidential), and an admin loginName. You are the admin, and your admin loginName will be used to create an access token when you are not accessing user data. Your sandbox also has 5 registered test users and some test data (banks, customer accounts).
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ClientId and secret are the confidential data items that Yodlee uses to authenticate you to our servers. You should treat these values as highly confidential, and persist them on a secure server which will obtain and provide access tokens for clients. Ensure that these values are never exposed in client apps. |
Be aware that each environment is highly configurable. You may have to request reconfiguration for some features when you move from the sandbox to the Engage environment.
Development and Production Environments
Please request live environment access from the API Dashboard of your Yodlee developer account.
Yodlee provides two distinct environments to support your product. As the name suggests, the development environment allows you to work through all the product life cycles before deployment. The production environment comprises higher-performance servers with stricter security. The two environments are distinguished by the API endpoint host portion of the URL. To view the API URLs, click the Launch Tools button in the Live Configuration tab and scroll down to the API URLs section.
Once you have been granted access to live environments, you will be able to manage your credentials from the API Dashboard.
With your credentials, you can begin making API calls in your live environment.