Syncing Card Transactions

Modified on Mon, Jun 9 at 2:25 PM

Overview

  • Transactions can be synced from Ramp to FENXT from the “Sync Transactions” section of the portal. 
  • Once a transaction is synced, the status is updated in Ramp.  
  • Transactions that are available to be synced are shown in Ramp under the Accounting section and related transaction areas.
     
NOTE: If you have multiple Ramp accounts mapped to different FENXT databases, it's recommended you re-authorize Ramp and FENXT connections from the API connection section or use the ‘authorize’ buttons shown on the page before initiating the syncing process.  


NOTE: Please be sure to review the export settings (noted below) before syncing transactions.


Card Transactions

Card transactions will be available to be synced from Ramp to FENXT if they are in the “Read to Export” stage.  

 

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To sync Card Transactions, click on the “Get Latest data from Ramp” button. This will retrieve all transactions and update the grid with the results. Once completed, you can click on the “Sync Card Transactions to Financial Edge NXT” button to push the transactions to FENXT. 


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Syncing errors are displayed in the grid for individual transactions. A summary is also displayed at the top of the grid of results.  

Once completed successfully, the transactions are removed from the grid.


Key Mappings

  • FENXT: Posting Date = Ramp: Accounting Date


Export Settings - Card Transactions 

The sync process will use the liability account specified in Ramp. 


The Account ID field should contain the full account number. If this field is empty, the syncing process will use the account specified in the settings area of the portal. 


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