To use a Sandbox environment with Causeview, you will need to create the Sandbox then configure it.
Create a Sandbox Salesforce Org:
1. From your production, create a Sandbox.
Configure a Sandbox with Causeview:
You must configure Custom Settings and the Individual Bucket Account:
1) To configure the Custom Settings, please run the following 4 scripts through the developer console (Open Developer Console, press Ctrl+E, remove any existing content in the editor and paste the below 4 script lines):
2) Once complete, create an Account record called "Individual", and copy the salesforce ID into the Individual Bucket Account ID field in the Custom Settings > Batch Settings.
Heres a video on how to accomplish this step.
You should then be able to enter a new gift/batch successfully to see payments/transactions created.
Note: Failure to correctly configure the sandbox will likely generate an error when trying to create Individual or Organization records in Salesforce such as 'List has no rows for assignment to SObject'