Microsoft Dynamics Business Central | How to connect to Ramp

Overview

This guide will walk you through the process of connecting Microsoft Dynamics Business Central 365 to Ramp, enabling seamless integration for managing your financial data. Please follow these steps carefully to ensure a successful connection.

Jump to:

• Overview
• Prerequisites

  • Initiate a connection from Ramp

  • Choose Microsoft Dynamics Business Central

  • Connect your company

  • Download and install the Ramp app

  • Grant Consent to the Ramp app

  • Enable the Ramp connector

  • Finalize the connection

  • Integration complete

Prerequisites 

• Customers must have an active Ramp Plus account.
• Customers need to have their Azure Admin for Microsoft Dynamics Business Central assist with setup. The Azure Admin will have the information needed to complete the below setup process.
  • Customers can use this link to identify their Azure Admin: https://learn.microsoft.com/en-us/entra/identity/role-based-access-control/permissions-reference.
  • If you can't find the Azure admin notified to approve the request, send this link to your IT team: https://login.microsoftonline.com/common/adminconsent?client_id=4c3742b7-e7c0-4876-8c7b-2743b2e073c1
• Note: on-premises deployments are NOT supported

Step 1: Initiate connection from Ramp

1. Log in to your Ramp account.
2. Navigate to the Accounting section on the left sidebar.
3. Click on get started now.

Disclaimer: Customers need to disconnect their Universal CSV integration (if it's active) in order to see the screen above.

Step 2: Choose Microsoft Dynamics Business Central

1. Select Microsoft Dynamics Business Central from the list of options.
2. Log in to your Microsoft Dynamics Business Central account as prompted.

Step 3: Connect your company

1. After logging in, you'll be redirected back to Ramp.
2. You'll see a screen asking you to connect to a company. Select your account environment (e.g., QA) and the company you wish to connect.
3. Remember, Ramp currently supports connecting to one company at a time.
4. Click continue.

Step 4: Download and install the Ramp app

1. Click on the link provided to navigate to the AppSource app.
   
2. Select get it now and choose the specific environment you're using with Ramp.
   
3. Click install. The installation might take a few minutes.
   

Step 5: Grant consent to the Ramp app

1. In Microsoft Dynamics Business Central, navigate to Entra applications.

2. Find the Ramp connector and, if you're an Azure admin, click Grant consent.

3. Follow the prompts and click accept.

Step 6: Enable the Ramp connector

1. Navigate to Entra applications in Microsoft Dynamics Business Central.

2. Search for the Ramp connector and change its state from disabled to enabled.

3. Confirm the creation of a user called Ramp connector by clicking yes.

4. Click open user permission sets, so as not to be confused with UserGroups. Then, assign the Ramp connector permission set to this user.

Step 7: Finalize the connection

1. Return to Ramp and click Continue to complete the setup.
2. You will then be asked if you want to create a new liability account to track your Ramp card balance or use an existing one.
3. Select the appropriate option and click continue.

Step 8: Integration complete

Your Microsoft Dynamics Business Central is now connected to Ramp. Ramp will now sync with your dimensions, such as vendors, and apply them to credit card transactions and employee reimbursements as applicable.