Ramp Integration User Documentation

Ramp Setup 

Create a new app under Company --> Developer.

Name the new App “GoldFinch Accounting Integration”.

Open the new “GoldFinch Accounting Integration” app that was just created.

1. Configure allowed scopes for the app’s API credential under the Scopes section
   1. Make sure the following scopes is enabled for the app
      1. accounting:read
      2. accounting:write
      3. bills:read
      4. bills:write
      5. transactions:read
2. Click Set to save the scope changes.

Take note of the App’s Client ID and Client Secret. Use the ‘eye’ icon to reveal the client secret value; later, this information will be needed to set up the External Named Credential in GoldFinch.

GoldFinch Setup

On Salesforce, go to Setup. Navigate to Named Credentials and open the External Credentials tab. Click on the “GoldFinch Ramp OAuth” credential setting.

In the Principals section, use the Edit button to update the Credential parameters.

Update the Client ID and Client Secret using the value obtained during the Ramp integration setup. Then, click Save to exit the setup.

Permission Setup

Create a new permission set named “GoldFinch API External Credentials”.

In this new permission set, go to External Credential Principal Access. Assign the “Goldfinch_Ramp_OAuth - Credential” credential principal to the permission set and click Save.

Assign both the “GFERP Extension App” and this newly created permission set to users who need access to Ramp integration. 
 

Mapping Setup (Beta)

Ramp Transactions (Credit Card Transaction) Integration comes with an out-of-box mapping (RampExpenseImport), which will import Ramp transactions into the Import Vendor Payment object. You can review the mapping in the Integration Mapping Console tab.

You can review the Field Mapping Details by expanding the “Field Mappings” section in the console.

Review/update these two crucial field mappings:

• gfcon__vendor__c - Vendor mapping
  • Out-of-box default value is “Ramp Expense Import” which will be the Vendor for all imported vendor payments.
• gfcon__bank_account_gl_code__c - Bank GL Account mapping
  • Out-of-box default value is: ‘2020-Ramp Credit Card’

Contact GoldFinch Support if you have any questions regarding the mapping configuration.

Set Up the Integration Profile

Navigate to the Integration Profiles tab. Set up a new profile with the name “Ramp Expense”.

Default Ramp Expense profile settings:

1. Mapping Key - RampExpenseImport_46caae30
2. Named Credential Name - gfcon__GoldFinch_Ramp
3. Provider - Ramp
4. Endpoint - Transactions
5. Provider Class - RampIntegrationProvider
6. (Optional) Initial Start At - specified start date that the system should use to import transactions if you don’t want the system to import all existing transactions. It will be used to filter against Ramp Transaction’s “User Transaction Time”.
7. Active - checked

Scheduled the integration routine.

• Set up the scheduler in the profile screen
  • Schedule Label - User-friendly scheduler name
  • Frequency - how often the routine should be executed
  • Time - when the routine should be executed.
• If you want to execute the integration right away, use the Run Now button.

All integration runs will be logged in the Integration Runs section.

Create Vendor Payments

Review and Create Vendor Payment from Import Vendor Payment records:

1. Navigate to Import Vendor Payment - ‘Open' List
2. Select the transactions that are ready to create a Vendor Payment
3. Click the Create Vendor Payment button to create new Vendor Payments.