The Ramp integration for Aplos allows you to automatically sync expense transactions from Ramp into Aplos, eliminating manual data entry and reducing errors.
Prerequisites
- An active Ramp account.
- An active Aplos account. Note: You must have Aplos Admin user permissions.
- One Ramp environment per Aplos subsidiary. Note: If you need multiple entities separated in Aplos, contact your Ramp Customer Success Manager to restructure your account into a “multi-environment” setup.
Setup Steps
- Connect Ramp to Aplos
Before setting up the integration within Aplos, you need to ensure your Ramp account is properly configured to manage this integration. Log into your Ramp account, and confirm that:
- You are NOT linked to a different accounting software platform.
- You are NOT using custom settings for your transaction imports.
- If either of these conditions apply, you will need to disconnect by visiting Accounting > Card Transactions > Settings > Danger Zone > Disconnect Accounting. (See the visual below).
Once you’ve managed your Ramp accounting settings, log into Aplos and navigate to [Integration Settings].
- Select Ramp Integration and click Connect.
- Log in with your Ramp credentials and authorize the connection.
- Select your Liability Account
For each entity you are syncing from Ramp, you have the ability to choose which liability account your expenses will fall under.
- Finalize Setup
Confirm your integration settings by running a test transaction in Ramp to verify that it appears correctly in Aplos.
Managing the Ramp Integration
Transactions marked as 'Ready to Sync' in Ramp will automatically sync to Aplos within 60 seconds (typical) or up to 10 minutes maximum.
If you need to adjust how a vendor is categorized, you can update its mapped expense account anytime in Ramp. Funds and tags are assigned per transaction. Funds are required for every transaction, while tags are optional.
If your Aplos account has tags set as mandatory and you do not assign tags to each transaction in Ramp, you may encounter an integration error.
Multi-Entity Management
Each Ramp environment can connect to one Aplos subsidiary.
If you have multiple subsidiaries in Aplos, for each entity, you will need to ensure your Ramp account has the “multi-environment” setup implemented. You can contact your Ramp Customer Success Manager to convert your account if needed.
Frequently Asked Questions (FAQ)
Q: Can I import historical data?
A: No. Historical imports are not supported in this MVP. You can export from Ramp and manually import into Aplos if needed.
Q: What data flows from Aplos to Ramp?
A: Chart of accounts, funds, and tags flow from Aplos to Ramp for transaction categorization.
Q: Does this integration support multi-tagging?
A: Ramp only allows one tag per category. You can use multiple categories (e.g., Fund, Program, Grant), but not multiple tags in one category.
Q: Are credit card payments automatically tracked?
A: No. Payment tracking is not included in the integration at this time. Customers will need to reconcile payments separately.
Q: Does this work with prepaid debit cards?
A: No. Ramp only supports credit card expense tracking.
Q: What if the integration stops working?
A: You’ll receive an alert. Review your Ramp login credentials and mapping settings, or contact support if the issue persists.
Q: What if I need to void or edit synced transactions?
A: Once transactions are synced over to Aplos, they are disconnected from Ramp. This means if you need to change or void a transaction, you will need to handle it in both platforms separately
Q: How do I disconnect my integration?
A: If you need to disconnect, you must do so from the Aplos side. If you disconnect from the Ramp side, your Aplos account will still show an active integration
Related to