Connecting is different from merging. Connecting keeps two distinct businesses separate and records how they relate; merging combines multiple entities that are really the same producer into one operation. See Merging Operations if the entities belong to the same producer.
Why connect operations?
Land data tells you who farms what. Connections tell you who they do business with—the part of an account that normally lives in a rep’s head or a spreadsheet.Map a dealer's book of business
Connect a dealer to every producer they sell to. The dealer’s profile becomes a roster of their customers, and each producer’s profile shows who services them.
See who already has the account
Before you approach a producer, check their connections. If they’re already a customer of a competing retailer, you know what you’re up against.
Track influencers
Agronomists and independent consultants drive buying decisions without owning an acre. Connect a consultant to the operations they advise to see how much acreage their recommendations touch.
Plan territory coverage
Highlight an operation’s connections on the map to see the geographic spread of a dealer’s customers or a consultant’s accounts.
Before you start
1
CamoAg Enterprise
Operation connections are a CamoAg Enterprise feature. Without Enterprise, the Connected Operations card on the operation profile prompts you to upgrade instead of listing connections.
2
The Create/Edit Operation Connections permission
Your user needs this permission to create, edit, or delete connections. If it’s turned off, you’ll see “Operation connections are turned off” in place of the panel. An organization admin can enable it in user settings.
3
Both operations saved to your organization
You can only connect operations your organization owns. Platform operations—the ones CamoAg provides—have to be saved to your organization first, and they won’t appear in the connection search until they are.
How to connect two operations
1
Find the operations on the map
Enable the Operation > Producers layer and click an operation. Click Save to Edit to the right of the name for each operation you want to connect.
2
Open Connected Operations
On the Operation panel, expand Connected Operations and click + Connect Operation. You can also do this from the Connections tab of the operation profile.
3
Set the relationship type for the operation you started from
On the left side of the modal, choose what this operation is in the relationship—for example, Dealer.
4
Search for the operation to connect to
On the right side, search by name, address, or operation ID, then click the result you want. Search covers operations saved to your organization.
5
Set the relationship type for the second operation
Choose the second operation’s role—following the example above, Customer. Both roles are required so the connection reads correctly from either profile.
6
Connect
Click Connect Operations. The connection now appears on both operations.
Viewing and managing connections
See all connections for an operation
See all connections for an operation
The Connected Operations panel on the map shows the four most recently updated connections. Click View All to open the Connections tab of the operation profile, which lists every connection with the related operation’s address and role, paginated.
Highlight connections on the map
Highlight connections on the map
From the operation panel, turn on the Connected Operations highlight. CamoAg plots each connected operation at its address and zooms to fit them all—useful for seeing how far a dealer’s customer base reaches. Click any highlighted point to jump to that operation.
Remove a connection
Remove a connection
On the Connections tab, click the three vertical dots (⋮) on the connection card and select Delete Connection, then confirm. Deleting a connection removes the relationship only—both operations stay intact, which is the main practical difference from merging.
Connections you can't create
Connections you can't create
An operation can’t be connected to itself, and the same pair can’t be connected twice with the same roles. If you need to change how two operations relate, delete the existing connection and create it again with the roles you want.
Related guides
Merging Operations
Combine multiple entities that belong to the same producer.
Navigating the Operation Profile
Explore everything visible in an operation profile, including the Connections tab.
Editing an Operation
Rename, categorize, and set the primary location for an operation.
Operation Connections (CSV)
Create connections in bulk from the relationships in your CRM.