> ## Documentation Index
> Fetch the complete documentation index at: https://docs.camo.ag/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting Operations

> Record the business relationship between two separate operations—dealer, retailer, consultant, or customer—so you can see who works with whom without combining their records.

Connecting operations records a relationship between two operations while keeping both records separate. Each side is labeled with its role in the relationship—**Dealer**, **Retailer**, **Consultant**, or **Customer**—so the connection reads correctly from either operation's profile.

<Note>
  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](/operations/merging-operations) if the entities belong to the same producer.
</Note>

## 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.

<CardGroup cols={2}>
  <Card title="Map a dealer's book of business" icon="store">
    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.
  </Card>

  <Card title="See who already has the account" icon="handshake">
    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.
  </Card>

  <Card title="Track influencers" icon="user-tie">
    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.
  </Card>

  <Card title="Plan territory coverage" icon="map">
    Highlight an operation's connections on the map to see the geographic spread of a dealer's customers or a consultant's accounts.
  </Card>
</CardGroup>

Once a connection exists, it shows up in three places: the **Connected Operations** panel when you click an operation on the map, the **Connections** tab of the operation profile, and the **Connected Operations** highlight, which plots every connected operation on the map and zooms to fit them.

## Before you start

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## How to connect two operations

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Connect">
    Click **Connect Operations**. The connection now appears on both operations.
  </Step>
</Steps>

## Viewing and managing connections

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related guides

<CardGroup cols={2}>
  <Card title="Merging Operations" icon="code-merge" href="/operations/merging-operations">
    Combine multiple entities that belong to the same producer.
  </Card>

  <Card title="Navigating the Operation Profile" icon="id-card" href="/operations/navigating-the-operation-profile">
    Explore everything visible in an operation profile, including the Connections tab.
  </Card>

  <Card title="Editing an Operation" icon="pencil" href="/operations/editing-an-operation">
    Rename, categorize, and set the primary location for an operation.
  </Card>

  <Card title="Operation Connections (CSV)" icon="file-import" href="/integrations/operation-connections-import">
    Create connections in bulk from the relationships in your CRM.
  </Card>
</CardGroup>
