Ramp

Connect Ramp to bring every Ramp transaction into Accountable for property coding, receipt links, and syncing to your PMS and accounting system.

What syncs

From Ramp to Accountable	From Accountable to Ramp
Card transactions, as they happen	Receipts and notes, when Push receipts & notes to Ramp is on
Cardholders, for importing to your team
Receipts captured in Ramp, when Pull receipts from Ramp is on
Ramp cards, shown on the Cards page

Connect Ramp

1. Go to Settings > Integrations > External Cards.
2. Click Connect a Card, then Connect your Ramp card.
3. Sign in to Ramp and approve access.

Choose your entity

If your Ramp business has more than one entity, open Settings > Integrations > External Cards > Ramp and choose the Entity to pull transactions from.

Import your cardholders

Ramp transactions are matched to the Ramp cardholder. To make sure texts reach them:

1. Go to Settings > Team > Members.
2. Click Import a Ramp User and choose the cardholder.
3. Confirm. The person is added to your team, linked to Ramp, with their phone number.

Imported users show Linked to Ramp on the team list. If a Ramp user is missing a first or last name, update it in Ramp and try again.

Receipt sync

Under Receipt sync on the Ramp tab:

• Pull receipts from Ramp: receipts captured in Ramp, including email forwarding and the Ramp mobile app, are attached to the matching Accountable transaction.
• Push receipts & notes to Ramp: receipts and notes added in Accountable are uploaded to the matching Ramp transaction.

Turn on both so your team can capture a receipt in either place.

Common issues

• A cardholder isn't getting texts: import them with Import a Ramp User and check their phone number.
• "Phone number already in use": another user has that number. You can transfer it during import.
• Transactions stopped arriving: reconnect Ramp from External Cards.

Tip: With receipt pull on, cardholders who already forward receipts to Ramp don't need to change their habits.