Set up Ramp's Outlook integration – Ramp

Overview

Introducing Ramp's Outlook integration. Simply set up the integration once, and Ramp will automatically fetch receipts and payment confirmation from all of your employees’ Outlook inboxes and use image recognition technology to match it to the correct transaction. Increase employee productivity and free up finance teams to focus on strategic work.

For IT & Security teams: read the full security brief which explains how your data is protected→

Similar to our other integrations, Ramp’s Outlook integration is easy to install and secure. Our email processing is isolated from our core application: we strictly limit access, avoid pulling data we don't need, and delete data when it is no longer used

Jump to:

Overview
Important Information
Setup
Opting out inboxes
Security

Important Information:

Admins need Outlook Admin permissions to set up Outlook integration at the company level (employees don't set it up individually). If you are not an Outlook Admin, there is an option in the Ramp setup flow to contact your company's administrator for assistance.
The integration is currently offered only to users based in the United States.
The integration does not support Microsoft 365 Government Community Cloud High.
The integration picks up PDFs, including invoice PDFs, and does not show itemized details.
Once the integration is set up, it will attach receipts from the past 7 days and going forward.

Setup

Ramp’s Outlook Integration requires global admin privileges on Azure. It takes just 4 clicks to set up.

Step 1:

In Ramp, navigate to Settings > Integrations > Automatic receipt capture. Select Outlook.

Step 2:

Review the terms and conditions, then choose to set it up yourself or send your organization's IT team a magic link to complete the integration.

Step 3:

Select your Microsoft account and proceed with the prompts on the screen to connect, and you're all set! Admins and Owners will receive an email letting them know the integration has been successful.

To view how the Outlook integration has been saving you time, navigate back to Settings > Integrations > Automatic receipt capture > Outlook. The drawer will show the number of receipts captured, hours saved, enrolled employees, and recent activity. The bottom of the drawer will also present the option to disconnect your integration, and you will need to disconnect from your Azure dashboard as well.

Opting out inboxes

The Ramp email integrations give you control of which inboxes we access. By default, Ramp queries only those inboxes that have an associated active Ramp account. We never attempt to access inboxes that do not have a corresponding Ramp user.

Additionally, you can opt-out of specific email addresses that do have an associated Ramp accounting using Ramp's developer API (docs) or by sending a request via the support form. If an employee has multiple email aliases, opting out of their primary email address will also opt out of their aliases. When you opt out of a specific address, our email integration system continues to interact with Google and Microsoft's APIs to list email aliases, but we never attempt to pull email metadata or bodies for messages in that address's inbox. You can see a list of email addresses that have been opted-out on the integration configuration page.

Security

By enabling this integration you are trusting Ramp with access to your business’s emails. We take this trust extremely seriously and have additional measures in place to secure our Outlook integration. Read the full security brief, which explains how your data is protected→

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