> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/business-connections/ramp.md).

# Digits Connections: Ramp

***

{% hint style="info" icon="lightbulb-exclamation-on" %}
**Note:** Ramp is the source of truth. Changes should be made in Ramp unless otherwise noted.
{% endhint %}

### Before You Connect

Before connecting Ramp to Digits:

* **Make sure you have admin access.** You’ll need it to sign in to Ramp and disconnect your current accounting provider.
* **Choose a transition date.** This is the date you’ll stop using your current accounting system and start using Digits.
* **Pay approved Ramp bills before your transition date.** Unpaid bills that carry over between systems can create reconciliation issues. Avoid creating new bills until the transition is complete.
* **Sync card transactions dated before the transition date** to your previous accounting system. Wait a few days for pending charges to clear, then complete the sync. Leave transactions dated after the transition date unsynced.
* **Sync approved reimbursements** dated on or before the transition date to your previous accounting system.
* **Complete a final close** in your previous accounting system. Generate and save your final financial statements or trial balance.
* **Export and delete approved but unpaid bills** from Ramp. You’ll recreate them after connecting Digits.

***

### How to Connect to Ramp

{% stepper %}
{% step %}

#### Step 1: Disconnect Any Previous Integration

{% hint style="warning" %}
**Note:** Ramp only connects to one accounting platform at a time. If you previously used another system like Puzzle, you’ll need to disconnect it before continuing.

For detailed instructions, visit [**Ramp’s Migration Help Article**](https://support.ramp.com/hc/en-us/articles/9503285589267-Migrating-to-an-ERP-Without-a-Direct-Ramp-Integration#h_01GCVJSJ5ZH8N3F8JHTMCXAHX8)
{% endhint %}

1. Sign in to Ramp
2. Go to [Ramp's Accounting settings](https://app.ramp.com/accounting/ramp-card/needs-review/manage)​
3. Scroll to Danger Zone
4. Select Disconnect Accounting

<div align="left"><figure><img src="/files/ADURWQjVURjNPgWHSBmZ" alt="" width="255"><figcaption></figcaption></figure></div>

{% hint style="warning" %}
If you're importing trial balances instead of historical transactions, reports won't span both systems. Import historical transactions if you need complete reporting.
{% endhint %}
{% endstep %}

{% step %}

#### Step 2: Connect Ramp to Digits

1. Log in to your **Digits dashboard**.
2. From the left navigation menu, click **Connections**.
3. Go to the **Bills & Expenses** tab.
4. Find **Ramp** and click **Connect**.
5. Once Ramp is connected, you’ll be asked to **map categories** (i.e., choose where things go in your books) for:
   * **Cards & Reimbursements**
   * **Bills**

{% hint style="info" icon="sitemap" %}
**Tip:** These mappings ensure transactions land correctly in your chart of accounts.
{% endhint %}
{% endstep %}

{% step %}

#### Step 3: Post-Connection Cleanup in Ramp

After Ramp is connected to Digits, there are a few final steps to make sure everything syncs smoothly:

1. **Complete your accounting setup in Ramp.**\
   Map the right **A/P (Accounts Payable)** and **Cash** accounts for cards, reimbursements, and bills.

{% hint style="warning" %}
**Note:** Ramp may prompt you to enter a Cash Account Name (from your GL) and a Unique Account ID.\
These are only used for Ramp’s CSV exports and do not affect your Digits connection.\
If prompted:

* Enter n/a for both fields
* Continue with setup — your Digits sync will not be impacted

If you need help, your Ramp account manager can guide you.
{% endhint %}

2. **Remap your vendors, rules, and card programs.**\
   When you switch accounting systems, your old rules and mappings don’t carry over. You’ll need to:

* Reassign vendors
* Update any automatic rules
* Re-map card programs\
  so they line up with your **Digits chart of accounts**.\
  The good news: you’ll only have to do this **once**.

3. **Recreate any unpaid bills you deleted earlier.**\
   Add those bills back into Ramp and **assign them to your clearing account** (an account you use temporarily to hold amounts until they’re fully matched).
4. **Post a manual journal entry in Digits to clear your suspense account.**\
   This step ties everything out so no leftover balance is hanging around in a “suspense” or “uncategorized” bucket. In Digits, create a journal entry like this:

   * **Debit (Dr)**: Accounts Payable *(no vendor)*
   * **Credit (Cr)**: Clearing Account

   This moves the balance from your suspense/temporary account into the correct place.
5. **Start fresh.**\
   At this point, you can:
   * Resume syncing card transactions and reimbursements from Ramp into Digits
   * Begin approving and paying bills as usual, with everything flowing into Digits going forward
     {% endstep %}
     {% endstepper %}

***

### How to Sync Ongoing Transactions from Ramp to Digits

{% hint style="danger" icon="siren-on" %}
Due to current Ramp limitations, transactions (including expenses and reimbursements) must be **manually marked as Ready to Export** within Ramp before Digits can sync them.<br>

This step must be completed directly in Ramp.
{% endhint %}

#### For Credit Cards, Expenses, and Reimbursements

1. In Ramp, go to the **Accounting** tab.
2. Find the expenses or reimbursements you want Digits to sync.
3. Select each one individually, or use **bulk select** to choose many at once.
4. Click **Mark Ready** — this moves them into the **Ready to Export** state so Digits can pull them in.

⚠️ **Important:** After a transaction is marked Ready in Ramp, you **cannot** edit its category there, but you **can still change it later in Digits**.

{% hint style="info" icon="lightbulb-exclamation-on" %}
**Tip:** If a transaction doesn’t have a category yet, you can set it to **Uncategorized Expense**. Digits will automatically categorize it after it syncs in.

**Pro Tip:** Use Ramp’s bulk edit tools to assign categories and mark many transactions “Ready” in one go. It’s much faster than doing them one at a time.
{% endhint %}

***

#### If You Use Ramp for Bill Pay

No manual steps required!\
Ramp automatically syncs bills with Digits:

* When **approved**
* Again when **paid**

***

### Frequently Asked Questions

<details>

<summary>I disconnected Puzzle, but still can't connect Digits. What should I do?</summary>

Puzzle and other ledgers show up in Ramp as “Accounting.” Be sure you’ve clicked Disconnect Accounting from[ this Ramp page](https://app.ramp.com/accounting/manage).

If you still see a “PUZZLE\_FINANCIAL already connected” error, it means Ramp hasn’t fully released the previous connection. Try logging out, then logging back into Ramp and checking again—or contact Ramp support directly.

</details>

<details>

<summary>Is the Ramp integration a two-way sync with Digits?</summary>

No. Ramp → Digits is one-way. Mark transactions as “ready to sync” in Ramp, and Digits pulls them into the Ledger. Digits does not push data back to Ramp.

</details>

<details>

<summary>What should I do if the person who authorized Ramp leaves?</summary>

Have a current Ramp admin re-authorize the connection from **Digits**. Re-authorizing updates the existing connection in place, so your connection history is preserved. You don't need to archive, delete, or disconnect the existing connection first.

{% hint style="warning" icon="lightbulb-exclamation-on" %}
You must re-authorize using the same Ramp business. If you authorize with a different Ramp account, you'll receive an error indicating that a different Ramp account was used
{% endhint %}

</details>

<details>

<summary>Why doesn't my Ramp account appear after I connected it through Plaid?</summary>

Make sure you connected Ramp using the dedicated Ramp connection, not Banks & Cards through Plaid.

If you've already connected Ramp through Plaid, archive the Plaid connection to preserve its history, then create a new connection using the dedicated Ramp connector.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


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