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Each report has its own testing guide with the scenarios to run. This page covers what they all share.

Test environment

Use the development server for all testing:
All calls need a bearer token. See the authentication guide.
Once you complete the scenarios for your report, contact us to proceed with production deployment.

Best practices

Handle partial success

On HTTP 207, check each item in the response array. The records that passed are saved; push only the failed ones again.

Retry safely

Send an Idempotency-Key header on batch pushes. Retrying with the same key returns the original response instead of duplicating records.

Validate before sending

Validate your data locally first. It reduces failed submissions and speeds up processing.

Testing guides

MMR-SASK

Accounts, representatives, and beneficiaries

CESOP

Payees and payments for a quarter

CRS

Reportable accounts for a year
Last modified on September 1, 2026