With the test data toggle, users can create customers without affecting billing or real data. This means sales reps can try out features, experiment with projects, and explore new workflows without any risk.
Test customers won’t appear in webhooks, keeping your real systems clean and your team free from accidental errors. It’s a simple way to make testing safe, fast, and stress-free.
Follow the steps below to use test data toggle.
Step 1: Click “Customers” from the main menu.
Step 2: Click “New Customer”.
Step 3: Fill out all the important information.
Step 4: Scroll down to locate Test Data toggle and turn it on.
Step 5: Scroll up and click “Create Customer”.