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Ramp integration connection surface

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Overview

The Ramp integration allows your organization to sync corporate card transactions from Ramp directly into Encore OS. Once connected, transactions appear on the Corporate Card Transactions page where you can assign GL accounts and vendors for accurate financial reporting.

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Quick Reference

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Decision Trees

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Missing vs duplicate transactions

  1. Transactions missing?
    • Verify permissions and integration enabled.
    • Run Sync Now and confirm last sync timestamp updated.
  2. Transactions duplicated?
    • Refresh view and confirm filter settings.
    • Contact admin to verify sync idempotency/connector health.

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Pattern Library

  • Connection card pattern: integration status + sync action entry point.
  • Editable row pattern: in-table GL/vendor assignment with autosave.
  • Filter pattern: merchant/status/date filtering before reconciliation.

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Common Mistakes

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Pre-Flight Checklist

  • Integration is enabled for your organization.
  • You have required fa.ramp.view_transactions (and fa.ramp.sync for manual sync).
  • Connection status is Connected/healthy.
  • Last sync timestamp reviewed before reconciliation.

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Getting Started

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Prerequisites

  • Your organization must have Ramp integration enabled (contact your admin).
  • You need the fa.ramp.view_transactions permission to view transactions.
  • You need the fa.ramp.sync permission to trigger syncs.

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Viewing Transactions

  1. Navigate to Finance → Corporate Card Transactions.
  2. The transaction list shows all synced Ramp transactions including:
    • Merchant — The vendor/merchant name from Ramp.
    • Amount — Transaction amount and currency.
    • Date — When the transaction occurred.
    • Status — Current transaction status (completed, pending, declined).
    • GL Account — Assigned general ledger account (editable).
    • Vendor — Linked vendor record (editable).

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Filtering Transactions

Use the search bar to filter transactions by merchant name. Additional filters for status and date range are available above the table.

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Assigning GL Accounts & Vendors

  1. Click on a transaction row.
  2. Select the appropriate GL Account from the dropdown.
  3. Optionally link a Vendor record.
  4. Changes save automatically.

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Syncing Transactions

  • Click the Sync Now button on the connection card to pull the latest transactions from Ramp.
  • Syncs fetch new transactions since the last sync and update existing ones.
  • Automatic syncs can be configured by your administrator.

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FAQ

Q: How often are transactions synced? A: Manual sync is available anytime. Automatic sync frequency is configured by your admin. Q: Why don’t I see the Corporate Card Transactions page? A: Your admin needs to enable Ramp integration in Finance Settings and grant you the appropriate permissions. Q: Can I edit transaction amounts? A: No. Transaction amounts come directly from Ramp and cannot be modified. You can only assign GL accounts and vendors.

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Troubleshooting

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Support

Contact your system administrator for access issues or reach out to the Encore OS support team.