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Test Mode Setup

Before accepting real payments, it is recommended to thoroughly test the Mercado Pago integration using sandbox credentials. Test mode allows you to simulate transactions without processing actual money.

Overviewโ€‹

Mercado Pago provides a sandbox environment that mirrors the live payment flow. By enabling test mode in the module settings and using sandbox credentials, you can verify that the payment gateway is working correctly with your Perfex CRM installation.

Enabling Test Modeโ€‹

Follow these steps to configure and enable test mode:

  1. Log in to your Perfex CRM admin panel.
  2. Navigate to the Mercado Pago module settings.
  3. Enable Test Mode by toggling the sandbox/test mode option.
  4. Enter your sandbox credentials (see below).
  5. Save the settings.

Obtaining Sandbox Credentialsโ€‹

You can retrieve your sandbox credentials from the Mercado Pago developer portal:

  1. Log in to your Mercado Pago account.
  2. Navigate to your credentials page at mercadopago.com.br/account/credentials.
  3. Locate the Sandbox or Test credentials section.
  4. Copy the relevant credentials and enter them into the module settings.

Authentication Optionsโ€‹

Mercado Pago offers two authentication methods. You only need to use one of them:

MethodFields RequiredNotes
Access TokenAccess TokenUse if your account provides an Access Token only.
Client ID + Client SecretClient ID and Client SecretUse if your account provides Client ID/Secret pair.
Access Token vs Client ID/Secret

You can leave the Access Token blank if you use Client ID and Client Secret. Alternatively, if your account only provides an Access Token (no Client ID/Secret), use that instead. You do not need to fill in all fields โ€” use whichever method your account supports.

Test Cardsโ€‹

Find test card numbers and sandbox testing instructions in the official Mercado Pago testing documentation:

tip

Use sandbox credentials for Sandbox mode โ€” but you still need a Mercado Pago account and a credit card to make a test payment. The sandbox simulates the full checkout experience.

Running a Test Transactionโ€‹

After configuring the sandbox credentials, perform a test transaction to verify the integration:

  1. Open an existing invoice in Perfex CRM or create a new test invoice.
  2. View the invoice from the client portal (you can use the "View as client" option).
  3. Select the Mercado Pago payment method on the invoice payment page.
  4. Complete the payment using test card details from the Mercado Pago testing documentation.
  5. Verify that the payment status updates correctly in Perfex CRM.

Troubleshooting Test Paymentsโ€‹

If test payments are not processing as expected, check the following:

  • Verify credentials โ€” Ensure you are using the sandbox credentials, not the production credentials.
  • Authentication method โ€” Make sure you are using the correct authentication method (Access Token or Client ID/Secret) and that unused fields are left blank.
  • Check test mode status โ€” Confirm that test mode is enabled in the module settings.
  • Country availability โ€” Ensure your Mercado Pago account is registered in a supported country.
  • Browser cache โ€” Clear your browser cache and try again if the payment page is not loading correctly.

Next Stepsโ€‹

Once you have verified that test transactions are processing correctly, proceed to set up your live credentials:

  • Live Mode โ€” Configure production credentials and start accepting real payments.

Supportโ€‹

If you need help with test mode setup or troubleshooting, please visit the Themesic Support Portal.