Important: We continuously iterate based on customer feedback. As such, this document is subject to change and will be updated regularly.
Overview
Before You Get Started
This guide assumes the following:
You are an active user of Ramp.
You are an active user of Financial Edge NXT (FENXT).
You have a valid Ramp for Financial Edge subscription.
To set up the connector between Ramp and your Blackbaud Financial Edge NXT instance, you will need the appropriate permissions to authorize our application.
During the setup process, the connector will:
Connect to both Ramp and FENXT.
Upload your general ledger (GL) accounts, projects, vendors, departments, and locations from FENXT into Ramp.
Allow you to filter which records are imported into Ramp.
Enable you to set default mappings for transactions created in FENXT from Ramp.
Once setup is complete, you can begin syncing transactions from Ramp to FENXT. If you make changes to your master data (such as GL accounts or vendors), use the Refresh Data option in the application to update your records.
Required User Roles and Permissions
To set up the Ramp–Financial Edge NXT integration, you must have the following roles and permissions:
Ramp
Role Required: IT-Admin
Permissions: You must have administrative access or a role with permission to manage integrations.
Ensure you can access the Accounting Settings section within Ramp to complete the integration configuration.
Blackbaud Financial Edge NXT
Roles Required:
Solution Admin
Marketplace Organization Admin
These roles are necessary to authorize and manage the connection from the Blackbaud side.
Implementation Process
The implementation process involves the following steps that our setup process will guide you through:
- Connect to Financial Edge NXT
- Connect to Ramp
- Fetch Data
- Review
- Upload Data
- Set Defaults
1. Connect to Financial Edge NXT
During this step you will be asked to authorize our application within FENXT. To begin, click on Authorize Financial Edge NXT.
Ramp for FE is listed within the Blackbaud Market place, from here you can review and authorize its access. By clicking the connect button and follow the instructions.
- Sign in to your Blackbaud Account:
2. Authorize Esgenio, LLC
3. Connect Esgenio, LLC
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2. Connect to Ramp
During this step you will be asked to authorize our application within Ramp. Click on Authorize Ramp and login to your Ramp account. Once logged in, you will be asked to Allow Ramp for FE to connect to your Ramp instance:
3. Fetch Data
During this step data is retrieved from FENXT. This process may take a few minutes depending on the size of your chart of accounts and vendor lists. You can reduce the time by preselecting certain account categories to retrieve only Expenses, Liability accounts.
4. Review
During this step you are able to review and filter what records you want to upload to Ramp. You can filter your accounts, departments, locations, and vendors records. You can use the filter icon on each column to perform the needed selections. You can choose which records to upload by clicking on the checkbox on the left (see screenshot below).
General Ledger Accounts
Departments
Projects
Locations
Vendors
5. Upload Data
During this step the application will upload the records you chose during the review step to Ramp. These will appear in your accounting fields within Ramp.
View Your Data in Ramp
- Accounts (GL Accounts) appear in ramp as “Category”
- Chart of Accounts and Vendors appears as merchants.
You can find these under the accounting settings area along with projects.
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Department and Locations appear within the company area.
6. Set Defaults
You can set default for how card transactions, reimbursements, and bills are created in FENXT in this step. These can be changed anytime from the settings area. We allow you to select from options from FENXT when setting your default values.
Card Transactions
Approved card transactions sync directly as complete journal entries in FE NXT along with attachments. To set up the integration you will need to provide default values for key fields that are required by FENXT’s API in order to create journal entries.
| Fields | Default Values | Location |
|---|---|---|
| Batch Description | Ramp Card Transactions - DD-MM-YY-#, can prepend what text you like we will add the date followed by an auto number (DD-MM-YY-#) | Batch |
| Journal Type | Journal Entry | Journal Entry |
| Batch Status | Open | Batch |
| Create Balancing Interfund Entries | Yes, can change this value | Journal Entry |
| General Ledger Attachment Type | Chosen from the options available in FENXT | Journal Entry |
| Liability Account | Credit account to use for journal entry | Journal Entry |
| Liability Account Memo Description | Description | Journal Entry |
| Encumbrance | Chosen from the options available in FENXT | Journal Entry |
| Project | Chosen from the options available in FENXT | Journal Entry |
| Class | Chosen from the options available in FENXT | Journal Entry |
| Transaction Code 1-5 | Chosen from the options available in FENXT | Journal Entry |
Reimbursements
Employee reimbursements are synced from Ramp to FENXT as AP invoices along with attachments. To set up the integration you will need to provide default values for key fields that are required by FENXT’s API.
| Fields | Default Values |
|---|---|
| Default Invoice # Prefix | RMP-Emp-Reimb-### |
| Default Employee Vendor | - Create Card Holder Vendor - Will create individual vendors for the submitter - OR, choose a specific vendor for all invoices to be created under |
| Default Invoice Payment Method | Chosen from the options available in FENXT |
| Default Attachment Type | Chosen from the options available in FENXT |
| Default Liability Account | Chosen from the options available in FENXT - See Ramp Setting consideration section |
| Mark Invoice as Paid | Default: Yes Can set to No |
| Default Post Status | Chosen from the options available in FENXT |
| Default Project | Chosen from the options available in FENXT |
| Default Class | Chosen from the options available in FENXT |
| Default Transaction Code 1-5 | Chosen from the options available in FENXT |
| Default Bank Account (For Check Payment) | Chosen from the options available in FENXT |
| Default Credit Card Account (For Credit Card Payment) | Chosen from the options available in FENXT |
| Default Credit Card | Chosen from the options available in FENXT |
| Vendor Type | Individual, can be changed |
| Payment Method (for New Employee Vendor Setup) | Chosen from the options available in FENXT |
| Payment Option (for New Employee Vendor Setup) | Chosen from the options available in FENXT |
| Status (For New Employee Vendor Setup) | Chosen from the options available in FENXT |
| Payment Terms (For New Employee Vendor Setup) | Chosen from the options available in FENXT |
Bills
Bill Pay transactions are synced from Ramp to FENXT as AP invoices along with attachments. To set up the integration you will need to provide default values for key fields that are required by FENXT’s API.
Key Invoice Fields
| Fields | Default Values |
|---|---|
| Default Invoice # Prefix | RMP-Bill |
| Default Post Status | Chosen from the options available in FENXT |
| Default Project | Chosen from the options available in FENXT |
| Default Liability Account | Chosen from the options available in FENXT |
| Default Attachment Type | Used to categorize attachments. Chosen from the options available in FENXT |
| Default Class | Chosen from the options available in FENXT |
| Default Transaction Code 1-5 | Chosen from the options available in FENXT |
Payment Related Fields
Based on the payment method of the Bill in ramp the connector will choose the payment method to use when paying invoices in FENXT based on the following rules.
| Fields | Default Views | Payment Method |
|---|---|---|
| Mark Invoice as Paid (Check | Default = Yes Can turn off by unchecking this option | Check |
| Default Bank Account (Check) | Bank accounts to use with this payment method. Chosen from the options available in FENXT. | Check |
| Mark Invoice as Paid (Credit Card) | Yes, can turn off by unchecking this option. | Credit Card |
| Default Credit Card Account | Chosen from the options available in FENXT | Credit Card |
| Default Credit Card | Chosen from the options available in FENXT | Credit Card |
| Mark Invoice as Paid (EFT) | No, not supported in the API. These invoices will need to be paid manually in FENXT. The invoice will be created as open. | EFT |
| Mark Invoice as Paid (Bank Draft) | No, not supported in the API. These invoices will need to be paid manually in FENXT. The invoice will be created as open. | Bank Draft |
NOTE: If you manually pay an invoice in Ramp, these payments will not be synced to FENXT, and you will need to process these within FENXT.
| Ramp | FENXT |
|---|---|
| one_time_card, one_time_card_delivery, card | Credit Card |
| Check | Check |
New Vendor Setup Defaults
These rules are used to set defaults when creating new vendors in FEXNT. The connector will create vendors in FENXT if the vendor on the Ramp Bill does not exist.
| Fields | Default Values |
|---|---|
| Vendor Type | Organization |
| Payment Method | Chosen from the options available in FENXT |
| Payment Option | Chosen from the options available in FENXT |
| Status | Active |
| Payment Terms | Chosen from the options available in FENXT |
Logging into Ramp for FE
Upon signing up for a subscription, one admin user is created for your organization who can login initially and invite other users who can manage the integration. The admin user will be emailed their account information and login instructions. The sign page will look like the following.
NOTE: we have enabled MFA for all sign-ins, users will be sent a code to their email address to verify their login attempts. The email codes will come from noreply@rampforfe.com
Multiple Databases in FENXT
If your organization uses multiple databases in FENXT, you will be present with the option of choosing which one to connect to.
A rampforfe.com subscription is required for each FENXT database and each FENXT database is linked to a Ramp organization (company) account.
Inviting Other Users
You can add additional users to perform transaction syncs or configuration changes by inviting them from the Settings area. Ensure these users have the necessary permissions in both Ramp and Financial Edge NXT (FENXT).
Multiple FENXT Databases and Ramp Accounts
Ramp for FE supports mapping individual Ramp accounts to separate Financial Edge NXT (FENXT) databases. During setup, you’ll choose one Ramp account to map to one FENXT database. A separate subscription is required for each Ramp account–FENXT database combination. If you use the same billing email address when setting up each subscription, FENXT will automatically link the associated databases.
To switch between active databases in Ramp for FE, log in and click the database icon in the upper-right corner. You’ll see a list of your active subscriptions, and you can switch between them by selecting the desired database from the list.
NOTE: You may be asked to re-authorize your Ramp login and FENXT logins. You can do this from within the API Section.
Ramp Security Scopes
The following are the current scopes the integration requires.
Blackbaud FENXT Field Length Considerations
FENXT has restrictions on the length of fields (total number of characters allowed) that may be different from Ramp. In addition, some fields are mandatory and require data.
See the specific list below and how the connector handles these.
- Journal Entry - Reference Field = 100 Characters
- Invoice Line Item - Description Field = 50 Characters
- Invoice - Description Field = 60 Characters
We truncate text fields to match the restrictions of FENXT. if these fields are blank in Ramp, the connector will populate them with the value "n/a".
Ramp Setting Consideration
The syncing process will use configuration settings in Ramp by default for certain settings, see below. If these are not available in Ramp (are blank or empty) then we will default to settings from the 'Default Transaction Configuration" page.
Export Settings - Card Transactions
The credit card liability account is used from Ramp’s Export settings by default. The Account ID and Account Name should match the full account number and Name from FENXT. If you are using multiple entities in Ramp, make sure to set these values for each entity.
Export Settings - Reimbursements
The reimbursements payables account is used from Ramp’s Export settings by default. The Account ID and Account Name should match the full account number and Name from FENXT. If you are using multiple entities in Ramp, make sure to set these values for each entity.
Export Settings - Bill Pay
The Bill Pay payables account is used from Ramp’s Export settings by default. The Account ID and Account Name should match the full account number and Name from FENXT. If you are using multiple entities in Ramp, make sure to set these values for each entity.
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