John Deere: Customer Linkage

John Deere offers a Customer Linkage tool so dealers can create, remove, and edit linkages between IntelliDealer customer numbers and customers in the John Deere customer registry. You cannot run Customer Linkage inside IntelliDealer; contact John Deere to obtain access to the Customer Linkage tool.

Use the John Deere Customer Linkage screen in IntelliDealer to read linkage data from John Deere and keep supplier customer numbers in sync. The screen provides these main functions:

• Update Supplier Mappings—pulls linkages from John Deere and updates the Supplier Customer Mapping table (CMASSC) for John Deere customers. The sync is one-way: IntelliDealer is updated from John Deere and cannot create or change linkages in John Deere's registry.

• CSV Export—lists customers in the current division so you can export a CSV file and upload it to John Deere's Customer Linkage tool. John Deere uses the file to match IntelliDealer customers to registry customers and to build new linkages.

To open the John Deere Customer Linkage screen, navigate to Customer Care > CRM > John Deere Customer Linkage.

Topics in this section include:

• Before You Begin

• Update Supplier Mappings

• CSV Export and Listing Screen

Before You Begin

Complete these steps before you use John Deere Customer Linkage:

• License Feature 6280—John Deere Customer Services.

• Enable security switch CRM > Customer Care - Access John Deere Customer Linkage (700:27) for each user who opens the screen.

• Set a Primary Dealer# for each division where you manage John Deere customers. On Configuration > Miscellaneous > Other > System Settings, open the Division tab, select the division, and enter Primary Dealer#. If you use multiple divisions for John Deere customers, set a primary dealer number in each division. See also: System Settings - Division.

• Work with John Deere to access the Customer Linkage tool and the Customer Linkage API. Use the John Deere Develop with Deere portal (https://developer.deere.com) and follow John Deere Bulletin 4255 and the John Deere Dealer Solutions API request process.

• Configure OAuth credentials on Configuration > Interfaces > John Deere > Customer Linkage. Customer Linkage requires a SIGNIN Client ID authorized for Customer Linkage. That Client ID is not the same as the SSO Client ID used for John Deere Customer Services. See also: John Deere: Customer Linkage Configuration and John Deere Credentials.

• Select a PDF User Id on Configuration > Interfaces > John Deere > Customer Services and click Save. The update job writes its report under that user. See also: John Deere: Customer Services.

Run Update Supplier Mappings before you export a CSV for upload to John Deere. Customers that already have linkages in John Deere are then excluded from the export list when you filter by mapping status.

Update Supplier Mappings

The Update Supplier Mappings job downloads customer linkage data from John Deere and updates CMASSC for customers in your current division. The job also produces a report.

1. Confirm that a PDF User Id is configured on Configuration > Interfaces > John Deere > Customer Services.

2. Navigate to Customer Care > CRM > John Deere Customer Linkage.

3. Click Retrieve Division CO/DIV Customer Linkage Data below the listing grid. IntelliDealer schedules the John Deere Customer Linkage Update job for your current company and division.

For each customer in the division, the job:

• Adds or updates the John Deere customer number in CMASSC when John Deere reports a linkage.

• Removes John Deere customer numbers from CMASSC when John Deere does not report a linkage.

The report includes:

• The number of linkages retrieved from John Deere.

• The number of customers whose John Deere customer number was added or removed.

• Linkages that exist in John Deere where the IntelliDealer customer number does not exist. Remove those linkages only in John Deere's Customer Linkage tool.

When the job completes, a message appears in the notification area. Open Printer Output (printer icon in the header) to view the report in the PDF viewer.

CSV Export and Listing Screen

The listing shows customers in your current division. Use the search filters to narrow the grid, then export the filtered results as a CSV file for upload to John Deere's Customer Linkage tool.

Columns on the John Deere Customer Linkage listing are:

Field	Description
Customer	Link to the customer profile.
Customer Number	The customer number stored in CMASTR.
John Deere Customer Number	The John Deere registry entity ID stored in CMASSC. IntelliDealer populates this value when you run Retrieve Division CO/DIV Customer Linkage Data.
Mapping Status	Whether the customer is linked in John Deere's Customer Linkage tool. The Mapping Status filter defaults to customers that are not yet linked in John Deere.
Action	Update Customer Profile compares the IntelliDealer customer profile with John Deere data and lets you apply John Deere values to IntelliDealer. Configure a John Deere Account Id on Configuration > Interfaces > John Deere > Customer Services before you use this action. John Deere values can only be changed in the John Deere portal.

Click Export Filtered Results as .CSV to download a CSV of the filtered listing.

John Deere limits Customer Linkage CSV uploads to 6 MB. When more than 40,000 customers match the export, IntelliDealer builds multiple CSV files, packages them in a ZIP file, and runs the export in the background. A notification appears when the ZIP file is ready to download.