# Digits Connections: Ramp *** {% stepper %} {% step %} ### Step 1: Disconnect Any Existing Integration in Ramp {% hint style="warning" %} **Note:** Ramp can only integrate with one ledger at a time. If your client is switching from another system (like Puzzle), follow these steps to disconnect it first. 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. **Ensure you have admin access.** You’ll need this to log in and disconnect your client’s current accounting provider from Ramp. 2. **Choose a transition date.** This marks the date you will stop using your client’s current system and start using Digits. 3. **Pay off any approved bills in Ramp before your transition date.** Unpaid bills that cross systems can cause reconciliation issues. Hold off on creating new bills until your transition is complete. 4. **Sync all card transactions** dated before the transition to your old accounting system. Wait a few days after the cutoff for any uncleared charges to clear, then sync. Leave anything dated after the cutoff unsynced. 5. **Sync all approved reimbursements** to your old system up to the transition date. 6. **Perform a final close** on your old system. Generate financials or trial balances. {% hint style="info" %} Note: If you're importing trial balances into Digits, you won’t be able to generate reports that span the transition date. For full history, consider migrating all transactions instead. {% endhint %} 7. **Disconnect any existing accounting integration in Ramp**. Go to[ Ramp's Accounting settings](https://app.ramp.com/accounting/ramp-card/needs-review/manage) (login required) → scroll to *Danger Zone* → click **Disconnect Accounting**. If not disconnected, you’ll see an error when attempting to connect Digits.
8. **Backup and delete any approved and unpaid bills from Ramp.** Export these bills for safekeeping, then delete them directly in Ramp. {% endstep %} {% step %} ### Step 2: Setup Instructions in Digits 1. Log in to your client's dashboard. 2. In the left-hand menu, click **Connections**. 3. Go to the **Bills & Expenses** tab. 4. Find Ramp and click **Connect**. 5. Once connected, you’ll be prompted to map categories for: * Cards & Reimbursements * Bills {% hint style="info" %} **Tip:** These mappings ensure transactions land correctly in your chart of accounts. {% endhint %} {% endstep %} {% step %} ### Step 3: Post-Connection Cleanup in Ramp After you've connected Ramp to Digits, there are a few final clean-up steps to ensure everything syncs properly: 1\. **Complete your accounting setup in Ramp.** Map the right A/P 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.** Once you switch providers, old mappings won’t carry over. You'll need to manually update these to match your Digits chart of accounts—but you’ll only have to do it once. 3\. **If you deleted any unpaid bills** earlier, now’s the time to recreate them in Ramp. Allocate them to your clearing account. 4\. **Post a manual journal entry** to clear out your suspense account once the recreated bills are synced: * Dr Accounts Payable (no vendor) * Cr clearing Account 5\. **Start fresh!** You can now resume syncing card transactions and reimbursements and begin approving and paying bills as usual. {% endstep %} {% endstepper %} *** ### How to Sync Ongoing Transactions from Ramp to Digits {% hint style="warning" %} 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. {% endhint %} #### For Credit Cards, Expenses, and Reimbursements 1. Go to Ramp’s **Accounting** tab. 2. Find the transactions (expenses or reimbursements) you want Digits to sync. 3. Select them individually or use **bulk select.** 4. Click **Mark Ready** — this moves them into the *Ready to Export* state. > :warning: Once marked, categories can’t be edited in Ramp, but they can still be changed in Digits. {% hint style="info" %} **Tip:** If a transaction is missing a category, set it to *Uncategorized Expense.* :sparkles:Digits will automatically categorize it after syncing. **Pro Tip:** Use Ramp’s **bulk edit tools** to assign categories and mark transactions ready all at once. {% 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
I disconnected Puzzle, but still can't connect Digits. What should I do? 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.
Is the Ramp integration a two-way sync with Digits? 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.
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