Connect Ramp to Rillet

If your organization uses Ramp for corporate spending, you can integrate it with Rillet to sync your Ramp transactions automatically. This allows you to streamline your expense tracking, vendor billing, reimbursements, and card payments—all from within Rillet.

This article explains how to connect Ramp to your Rillet account and what happens after the connection is established.

Before You Begin

Ensure you have:

  • Admin access in both Rillet and Ramp.

  • Your Ramp account credentials.

  • The Ramp integration enabled in your Rillet environment.

  • Ramp disconnected from any previous accounting system.

Note: Ramp must be disconnected from any previous accounting system before connecting to Rillet. This prevents sync errors.

To Connect Ramp to Rillet:

There are two ways to access the Ramp integration:

  1. Launchpad: Access the Ramp integration through the Browse Integration section from the Launchpad.

  2. Organization Settings:

    1. Click your company logo in the lower-left corner of the screen.

    2. Go to Organization Settings > Integrations.

  3. In the Accounts Payable section, select Ramp > Not Connected.

  4. Click Connect Ramp and follow the login prompt.

    After completing the initial Ramp login, you'll be redirected back to Rillet to complete setup.

  5. Continue to Complete the Ramp Setup.

For Multi-Entity Accounts

  1. Click your company logo in the lower-left corner of the screen.

  2. Select the organizational entity from the dropdown menu.

  3. Go to Organization Settings for that entity.

  4. In the left-hand menu, expand the Subsidiaries section and click the arrow to open the relevant subsidiary.

  5. Within the selected subsidiary, click Integrations in the left-hand menu.

  6. In the Accounts Payable section, select Ramp > Not Connected.

  7. Click Connect Ramp and follow the login prompt.

    After completing the initial Ramp login, you'll be redirected back to Rillet to complete setup.

  8. Continue to Complete the Ramp Setup.

To Complete the Ramp Setup

Fill out the integration setup fields:

  • Sync data from: The first date Ramp transactions will sync into Rillet. You can backdate this if those transactions haven’t been synced to another accounting system.

  • Ramp entity (multi-entity only): Select the legal entity that pays your Ramp card balances and bills.

  • Reimbursement Vendor type: Choose whether reimbursements are assigned to:

  • The vendor name (e.g., Starbucks), or

  • The employee name (e.g., Grace Harris)

  • Ramp Credit Card Account: Select the GL liability account for your Ramp credit card balance.

  • Reimbursement Payable Account: Choose the GL liability account for employee reimbursements.

  • Mileage Vendor: Assign a vendor for mileage entries. You can select an existing vendor or create one called Mileage.

  • Mileage Expense Account: Select the GL account where mileage expenses should be recorded.

Once the setup is complete, Rillet syncs the following back to Ramp automatically:

  • GL Accounts

  • Custom Fields (e.g., Department, Location, Segment)

  • Accounting Vendors

Note: This data updates automatically in Ramp—no manual uploads required. Contact Rillet Support if you need help with the initial sync.

What Happens After Connection

After the integration is complete:

  • Credit card charges, vendor bills, and employee reimbursements will begin syncing into Rillet.

  • You’ll be able to manage mapped vendors, chart of accounts, and categories directly from within Rillet.

  • You can review and reset synced transactions at any time.

To learn how specific types of transactions sync, see the following articles:

PreviousRampNextManage Accounting Fields Across Rillet and Ramp

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