# Dashboard: connectors, test connections and the itemId

Three things every integration needs from the [Pluggy Dashboard](https://dashboard.pluggy.ai), with the exact place to click. The same steps work for any connector — a bank, an Open Finance institution, or the **MeuPluggy** connector for personal use (see [Personal use with Meu Pluggy](/docs/guides/meu-pluggy-personal-use)).

## 1. Choose which connectors Pluggy Connect shows

Connector selection is set once for your **team** and applies to every application's Pluggy Connect widget.

1. In the left menu, open **Customization** (under *Financial Data*).
2. Go to the **Connectors** tab.

![Customization page, Connectors tab](/docs/images/dashboard/customization-connectors-tab.png)

3. Pick a mode:
   - **Default to all selected** — every available connector is shown.
   - **Custom selection active** — only the connectors you switch on are shown.
4. Use the search box to find a connector by name (for example `MeuPluggy`, `Itaú`, `Nubank`). Results are grouped by category (*Personal*, *Business*, *Investment*); open a group and choose between its **OF Connectors** and **Direct Connectors** tabs — **MeuPluggy** is a Direct connector (it carries the *Direct* badge). In custom mode, turn the connector's switch on.

![Searching a connector and switching it on](/docs/images/dashboard/customization-connector-search.png)

5. Use **Preview** on the right to open the real widget and check the list your users will see.

<Callout variant="info" title="Keep at least one connector">
Pluggy Connect always needs at least one connector selected. Branding (name, logo, colors, button text) lives in the **General** tab of the same page — see [Customization](/docs/connect-widget/customization).
</Callout>

## 2. Connect an account from the Dashboard

You do not need a frontend to test a connection: every application has a **Demo** page that opens Pluggy Connect for you.

1. Open **Applications** and click the application you want to use (the gear icon opens its settings).
2. Open its **Demo** page and click **Connect Account**.

![Demo page with the Connect Account button](/docs/images/dashboard/demo-connect-account.png)

3. Pick the institution in the widget and finish the connection. The **Sandbox** connector is always listed here (search `Sandbox`), so you can test with the [sandbox credentials](/docs/guides/sandbox) on any plan; the item it creates is called *Pluggy Bank*.

![Pluggy Connect opened from the Dashboard](/docs/images/dashboard/demo-widget.png)

## 3. Find the itemId

Every connection creates an **Item**, and its id — the `itemId` — is what the API reads data with (`GET /accounts?itemId=…`).

1. On the same **Demo** page, the left column **Connected Items** lists the application's items.
2. Click an item: its detail shows the **itemId** with a copy button, plus its accounts, identity and investments.

![Item detail with the itemId copy button](/docs/images/dashboard/demo-item-id.png)

In your own integration the `itemId` also arrives in the widget's `onSuccess` callback and in every `item/*` webhook — store it when the connection is created. See [Item](/docs/connections/item).

## 4. Client ID and Client Secret

1. Open **Applications**. Each application row shows its **Client ID** and a masked **Client Secret**, with buttons to reveal and copy them.

![Application row with Client ID and Client Secret](/docs/images/dashboard/application-credentials.png)

2. Exchange them for an API key with `POST /auth` (see [Authentication](/docs/authentication)).

The secret can be revealed again at any time from the same place. **Refresh Secret**, in the application's settings, rotates it — the old secret stops working.

## Common questions

- **"The connector I want is not in the widget."** Check the **Connectors** tab: in custom mode only switched-on connectors appear.
- **"I want real (production) data."** Companies request it with **Unlock real data** on the application (it leads to Sales and due diligence). For **personal use**, choose that option and you are pointed to [Meu Pluggy](/docs/guides/meu-pluggy-personal-use), which is free.