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

# Ramp Corporate Card Integration — User Guide

> The Ramp integration allows your organization to sync corporate card transactions from Ramp directly into Encore OS. Once connected, transactions appear on the…

<Frame caption="Ramp integration — connection status and corporate-card sync controls.">
  <img src="https://mintcdn.com/encoreos/9uGfYOeeHogjmoRk/images/fa/ramp-connection.png?fit=max&auto=format&n=9uGfYOeeHogjmoRk&q=85&s=87a29a75b8f3e2c118a4cb324e8a57ac" alt="Ramp integration connection surface" width="1440" height="900" data-path="images/fa/ramp-connection.png" />
</Frame>

## 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.

## Quick Reference

| I need to…              | Pattern                                         | Location                                                           |
| ----------------------- | ----------------------------------------------- | ------------------------------------------------------------------ |
| View Ramp transactions  | Corporate Card Transactions list page           | [Viewing Transactions](#viewing-transactions)                      |
| Trigger manual sync     | **Sync Now** action on connection card          | [Syncing Transactions](#syncing-transactions)                      |
| Fix missing data        | Validate permissions + retry sync + review logs | [Troubleshooting](#troubleshooting)                                |
| Categorize transactions | Row-level GL/vendor assignment                  | [Assigning GL Accounts & Vendors](#assigning-gl-accounts--vendors) |

## Decision Trees

### 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.

## 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.

## Common Mistakes

| Mistake                                      | Impact                   | Fix                                                       |
| -------------------------------------------- | ------------------------ | --------------------------------------------------------- |
| Expecting transaction amounts to be editable | Reconciliation confusion | Amounts are source-of-truth from Ramp; only map GL/vendor |
| Running sync without required permission     | Sync action unavailable  | Request `fa.ramp.sync` permission                         |
| Assuming auto-sync is immediate              | Perceived missing data   | Confirm last sync time and run manual sync if needed      |

## 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.

***

## Getting Started

### 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.

### 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).

### Filtering Transactions

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

### 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.

### 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.

***

## 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.

## Troubleshooting

| Issue                                         | What to check                                                                 |
| --------------------------------------------- | ----------------------------------------------------------------------------- |
| Cannot see transactions page                  | Verify integration is enabled and you have `fa.ramp.view_transactions`        |
| Sync button missing/disabled                  | Verify `fa.ramp.sync` permission and connection health                        |
| Sync completed but transactions still missing | Retry **Sync Now**, review sync timestamp and filters, then escalate to admin |
| Duplicate-looking rows                        | Clear filters/sorts and ask admin to review sync logs/idempotency behavior    |

***

## Support

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