Digits Connections: Ramp
Connecting Ramp to Digits creates a streamlined, professional-grade workflow — eliminating manual data entry and syncing transactions directly into your client’s general ledger.
Note: Ramp is the source of truth. Changes should be made in Ramp unless otherwise noted.
Before You Connect
Before connecting Ramp to Digits:
Ensure you have admin access. You’ll need this to log in and disconnect your client’s current accounting provider from Ramp.
Choose a transition date. This marks the date you will stop using your client’s current system and start using Digits.
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.
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.
Sync all approved reimbursements to your old system up to the transition date.
Perform a final close on your old system. Generate financials or trial balances.
Export and delete any approved but unpaid bills in Ramp. You'll recreate them after connecting Digits.
How to Connect to Ramp
Note: Ramp can only integrate with one ledger at a time. If your client is switching from another system (like Puzzle), follow step 1; otherwise, skip to step 2.
For detailed instructions, visit Ramp’s Migration Help Article
Step 1: Disconnect Any Existing Integration in Ramp
Sign in to Ramp
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 in Digits
Sign in to Digits and go to your client's business dashboard
From the left navigation menu, click Connections
Go to the Bills & Expenses tab
Find Ramp and click Connect
Once connected, you’ll be prompted to map categories for:
Cards & Reimbursements
Bills
Tip: These mappings ensure transactions land correctly in your chart of accounts.
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.
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.
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.
What Happens After Connection
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
Go to Ramp’s Accounting tab.
Find the transactions (expenses or reimbursements) you want Digits to sync.
Select them individually or use bulk select.
Click Mark Ready — this moves them into the Ready to Export state.
Once marked, categories can’t be edited in Ramp, but they can still be changed in Digits.
Tip: If a transaction is missing a category, set it to Uncategorized Expense. ✨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.
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.
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.
Got a question or feedback? Our team is all ears—come say hello!