Connections

Connecting Ramp to Digits creates a streamlined, professional-grade workflow—eliminating manual data entry and syncing transactions directly into your client’s general ledger. This guide walks through the full setup and cleanup process to ensure accuracy across cards, reimbursements, and bills.

One: Disconnect Any Existing Integration in Ramp

Note: Ramp can only integrate one ledger. If you’re switching from another (like Puzzle), you will need to follow these instructions to disconnect it first. 

For full migration details, visit Ramp’s migration help article. 

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 when you'll 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. If you're importing trial balances into Digits, note you won’t be able to generate reports that span across the transition date. For full history, consider migrating all transactions instead.
7. Disconnect any existing accounting integration in Ramp. Go to Ramp's integration settings → 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. 

Two: Setup Instructions (In Digits)

1. Head to my.digits.com and login.
2. Click Connections from the Left Navigation menu. 
3. Under All Connections, find Ramp and click Connect.
4. Once connected, you’ll be prompted to map categories for:

• Cards & Reimbursements
• Bills

These mappings ensure transactions land correctly in your chart of accounts.

Three: 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. 
2. Remap your vendors, rules, and card programs. Once you switch providers, old mappings won’t carry over. 
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.

How to Sync Ongoing Transactions from Ramp to Digits

⚠️ Important Note: Due to current limitations in Ramp, transactions (including expenses and reimbursements) must be manually marked as Ready to Export within Ramp before Digits can sync them. This step needs to be completed directly in Ramp.

For Credit Cards, Expenses, and Reimbursements

1. Go to Ramp’s Accounting tab.
2. Find the transactions (expenses and reimbursements) you want Digits to sync.
3. Select them individually or use the bulk select option.
4. Click “Mark Ready” — this moves them into the Ready to Export state. (Once marked, categories can’t be edited in Ramp—but can still be changed in Digits.)

Digits AI: If a transaction is missing an accounting 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

FAQs

What is a connection?

If something looks off—or your client's Ramp account isn’t syncing correctly—contact Digits Support. We’re here to help troubleshoot and ensure your books stay clean and complete.