Yodlee Environments - Client Credentials

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 Launch plan. Continued access is available via the Grow plan for a small monthly fee. 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 Launch plan. Continued access is available via the Grow plan for a small monthly fee. This a live environment with 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 Launch 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 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).

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.

 

Sandbox API Dashboard

Be aware that each environment is highly configurable.  You may have to request reconfiguration for some features when you move from sandbox to Launch environment. 

Authentication Approaches

The Yodlee API supports several different authentication approaches.  When accessing the API from the developer portal, the authentication approach that you use depends on what was in effect on the date you registered your Yodlee developer account, as shown in this table:

Date account registered Authentication Approach
current  Client credential grant
Before April 2 2020  JSON web token

Information about authenticating with client credential tokens is here and about authenticating with JSON Web Tokens (JWTs) is here.

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. The development environment, as the name suggests, 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.

Development/Production API Dashboard

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.