John Deere: SMO
The John Deere Sales and Marketing Optimization (SMO) interface transmits information about customers and equipment units for use in the John Deere SMO application for sales purposes.
You can access the John Deere SMO configuration by navigating to Configuration > Interfaces > John Deere > John Deere SMO.
Topics in this section include:
Configuration Tab
Once the URL and subscription key are configured, the SMO interface begins the live transmit of customer and equipment add and update events.
Note: It is important to only add the URL and subscription key when you are ready to begin the initial data load process to allow the smooth flow of data from IntelliDealer to the SMO environment.
The Configuration tab 
Fields on the Configuration tab are:
| Field | Description |
|---|---|
| URL | Received from John Deere. |
| Subscription Key | |
| Client ID |
Used with OAuth and received from John Deere. Contact John Deere if you need assistance setting this up. |
| Client Secret | |
|
Token URL |
|
| Scope | |
| Best Selling Price | Select an option to determine which price field is transmitted on equipment requests. |
| PDF Report User ID | Specify the ID of a user to receive a PDF report for any errors encountered during the initial data load. |
| Transmit Internal Customers and Equipment | If selected, internal customers and equipment are transmitted automatically. |
| Transmit Related Customers and Equipment | If selected, related customers and equipment are transmitted automatically. |
| Enable User Defined Salesperson Mappings | If selected, the Salesperson Mappings Tab is shown. |
Initial Data Load Tab
Use the Initial Data Load tab to transmit a baseline of multiple data sets from IntelliDealer to pre-populate the SMO system with customers, equipment, and other data created before the interface is turned on for the first time. This data load must be performed in order, from top to bottom, as the SMO system has strict controls on entity relationships and the order in which they are added to the SMO system.
Upon completing the initial data load, the SMO interface begins automatically transmitting create, update, and remove events for entities in the system. This process happens automatically as entities are modified and is not visible to the end user.
Radial Buttons: Submit Initial and Load Estimate
For each data load type on the Initial Data Load tab, you can select one of two radial button options:
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Submit Initial—select this option to initiate the actual data load process. When you click the load button (for example, Submit Initial Location Load), the system begins transmitting the selected data type to the SMO system. This process may take some time, especially for large data sets like customers or equipment.
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Load Estimate—select this option to view an estimate of how many records will be included in the data load without actually performing the load. This option calculates and displays the estimated number of records that would be transmitted, allowing you to plan for the data load process and understand the scope of the operation before committing to the full load.
The initial data loaded by IntelliDealer, that must be submitted in this order, is:
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Location Load—transmits locations from IntelliDealer. You must have completed the Main Branch configuration before this step can be run.
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Customer Load—transmits all business and individual customers from IntelliDealer. This is one of the larger data loads and may take some time to run, potentially up to multiple hours.
Data is first loaded into a background data staging environment (called the "request queue") within IntelliDealer, after which the batch job shows as completed. Then the system begins transmitting the data to SMO.
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Vendor Load—transmits only vendors associated with a customer record.
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Make Load—transmits the make codes configured on the Equipment Make Configuration tab.
Tip: Ensure you have completed the Equipment Make Configuration step before beginning the data load or nothing will be transmitted.
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Model Load—transmits all equipment models available in IntelliDealer that correspond with the configured make codes.
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Franchise (Group Code) Load—transmits all group codes available in IntelliDealer. To prevent issues with the following loads, the group code system in IntelliDealer must be populated with every group code used by an equipment or stock record. If a unit is transmitted with a group code that is not present in the IntelliDealer group codes configuration, the unit will not be loaded into SMO.
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Equipment Load—transmits all equipment units matching the configured makes configured. Similar to the customer load, this may be a very large data set and can take some time to run. It follows a similar transmit process to the customer load, wherein the data is loaded into the data staging environment and then transmitted to SMO.
This load only picks up units that are not flagged as attachments as SMO requires the unit an attachment is attached to be available in the system before transmitting the attachment itself.
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Attachment Load—similar to the equipment load, this transmits attachments that match the make codes configured. This must be performed after the equipment load.
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Equipment Notes Load—transmits all equipment notes (memos) for the units previously transmitted.
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Equipment History Load—transmits all equipment history for the units previously transmitted. Note, this service is often referred to as the "cost transaction" service by John Deere.
Main Branches Tab
John Deere SMO requires that one location be designated as the main branch for each division.
For each IntelliDealer division, click Create. In the pop up, select the division and enter the one- or two-character location code you wish to designate as the main location for the division selected. Click on any row to edit the configuration for that division.
Equipment Make Configuration Tab
Use the Equipment Make Configuration tab tp configure a list of makes that determines which equipment units are transmitted to, and available in, the SMO system.
Click Create, then select a division. Then select a make code and click Save. Repeat this step for as many makes as you wish to add to the list.
Click Add All Makes to populate the list with all the makes in IntelliDealer.
Customer Creation Defaults Tab
The Customer Creation Defaults tab lists default values to be used when JD SMO creates a customer within IntelliDealer.
Click Create to create a new set of default customer values.
Fill in the fields with default values, then click Save and Close.
Excluded Divisions Tab
Use the Excluded Divisions tab to specify company and division combinations that must not transmit data to John Deere SMO. This is useful when only certain divisions in your IntelliDealer system participate in the SMO program, and prevents customer, balance, equipment, and cost transaction messages from being sent for divisions that John Deere has not set up on their side.
Note: Exclusion is a hard stop at the division level. All SMO data—including customers, customer AR balances, equipment, attachments, equipment history (cost transactions), and equipment notes—is blocked for any excluded company/division. You cannot exclude only certain entity types (for example, you cannot exclude customers while continuing to transmit equipment).
To add an exclusion, click Create. In the pop-up, select the company and division to exclude, then click Save. Click any row to edit the exclusion, or click Delete to remove it and resume transmitting data for that division.
The fields on the Excluded Divisions tab are:
| Field | Description |
|---|---|
| Company/Division | Select the IntelliDealer company and division to exclude from John Deere SMO transmission. |
Cash Code Configuration Tab
The Cash Code Configuration tab associates a default cash code to a division.
Manual Transmit
During normal operation, the John Deere SMO interface automatically picks up entities that are added, changed, or removed from IntelliDealer. However, as a back up option, you can manually transmit data to force an update on a particular entity using these tabs:
Locations Tab
Use this tab to Create, Update or Remove IntelliDealer locations in SMO. You should only run this manually if a location has been added or removed from IntelliDealer.
Customer Tab
Use this tab to transmit customer and vendor records. Only vendors associated with a customer are transmitted.
Equipment Tab
Use this tab to manually transmit makes, group codes, and equipment units.
Salesperson Tab
Use this tab to manually transmit user-defined salesperson text fields.
Salesperson Mappings Tab
Use the Salesperson Mappings tab to define additional contact information in John Deere SMO customer messages. For each division, there are six available text fields for outbound contact messages.
The fields on the Salesperson Mappings tab are:
| Field | Description |
|---|---|
| Company/Division | The company/or division for this setting. |
| SMO User-Defined Field | The additional contact information to display in the SMO message for this salesperson. Maximum 100 characters. |
| IntelliDealer Salesperson Role | Select a salesperson role from the dropdown to associate with this text field. |