Digits Connections: Ramp
Connect your Ramp account to Digits for a seamless workflow — no manual entry required. Transactions sync directly into your general ledger.
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
Step 1: Disconnect Any Previous Integration
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
Sign in to Ramp
Go to Ramp's Accounting settings
Scroll to Danger Zone
Select Disconnect Accounting
If you're importing trial balances instead of historical transactions, reports won't span both systems. Import historical transactions if you need complete reporting.
Step 2: Connect Ramp to Digits
Log in to your Digits dashboard.
From the left navigation menu, click Connections.
Go to the Bills & Expenses tab.
Find Ramp and click Connect.
Once Ramp is connected, you’ll be asked to map categories (i.e., choose where things go in your books) for:
Cards & Reimbursements
Bills
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:
Complete your accounting setup in Ramp. Map the right A/P (Accounts Payable) and Cash accounts for cards, reimbursements, and bills.
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.
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.
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).
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.
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
How to Sync Ongoing Transactions from Ramp to Digits
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.
This step must be completed directly in Ramp.
For Credit Cards, Expenses, and Reimbursements
In Ramp, go to the Accounting tab.
Find the expenses or reimbursements you want Digits to sync.
Select each one individually, or use bulk select to choose many at once.
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.
If You Use Ramp for Bill Pay
No manual steps required! Ramp automatically syncs bills with Digits:
When approved
Again when paid