How to Prepare for Your Implementation

The setup typically takes 1–2 hours and can be completed independently or with support from our team. To ensure a smooth transition, please review and complete the following pre-work items: 

Pre-Work Checklist

1. Review Your Vendor List in Financial Edge

   • Ensure your vendor list is accurate and up to date before syncing with Ramp. This allows you to preview your vendors and make any necessary updates or corrections ahead of the sync.

2. Review Your COA in Financial Edge

   • Confirm that your COA is clean and reflects your current accounting structure to avoid sync errors or misclassifications. 

3. Activate Your Ramp Account

   • If you are new to Ramp, make sure your Ramp account is set up and active before integration begins.

   • If you are a current Ramp user, please complete the steps below.

If you are current Ramp Customer

1. Process all pending transactions (cards, bills, reimbursements) in Ramp

   • Important: Any transactions left in a pending state will lose their account category field after the switch and will need to be manually re-categorized.

2. Export all “Ready to Export” transactions

   • This ensures no data is lost during the transition.

3. Export all Bills that have been Paid

   • This ensure that any bills that have been paid will not be duplicated in the syncronization.

4. Document your custom rules and automations

   • Make note of any specific accounting rules, mapping preferences, or automations that will need to be recreated after the new connection is established.

5. Review Ramp’s guidance on migrating to a new accounting provider

   • This article provides context for moving from the UCSV Export to the Ramp for FE connector:
     Ramp KBA – Migrating to a new accounting provider

Helpful Links

• Compatibility Requirements

• Ramp for FE Setup Guide

• Our Plans