What are custom accounting CSV exports?
Customizable CSV exports for our universal CSV customers enhance the quality of CSV exports without leaving Ramp or making edits in Excel.
We currently support:
How do I get started?
In order to use custom CSV, you will need to set up your initial export. Go to Accounting → Settings → CSV export settings
There are two ways to do this:
1. Upload a previous CSV with header names. This can be any previous CSV you have imported into your ERP.
2. Use the Ramp default template. This will give you a preset export with the required fields. Like any other custom CSV on Ramp, this template can be edited.
Transactions
Key features
- Show or hide columns
- Rename column headers
- Re-arrange how columns appear in the export
- Ability to show refunds in single-line journal entries as negative
- Hardcoded fields (default value specified by user)
Double Line Export Requirements
Debit, Credit, Accounting Date, Account Name or Account ID
Single Line Export Requirements
Amount, Accounting Date, Account Name or Account ID
With single line transactions, you also have the ability to export refunds as negative. This is the default but can be toggled off in your CSV Export Settings.
Bills and Bill Payments
Key features
- Show or hide columns
- Rename column headers
- Re-arrange how columns appear in the exports
- Hardcoded fields (default value specified by user)
Bill (Expense) Export Requirements
Single Line:
Amount, Invoice Number, Bill Date, Account Name or Account ID, Vendor or Vendor ID
Double Line:
Debit, Credit Invoice Number Bill Date, Account Name or Account ID, Vendor or Vendor ID
Bill Payment Export Requirements
Single Line:
Amount, Invoice Number, Payment ID, Payment Date, Account Name or Account ID, Vendor or Vendor ID
Double Line:
Debit, Credit, Invoice Number, Payment ID, Payment Date, Account Name or Account ID, Vendor or Vendor ID
Frequently Asked Questions
Q: What customization options are available for CSV column headers?
You can customize the CSV column headers by renaming them according to the terminology used in your accounting software or what ever is most accessible to your finance team.
Q: Is it possible to hide or display specific columns in the exported CSV file?
Yes, you can choose to show or hide specific columns in your CSV export. This feature allows you to export only the data relevant to your accounting needs, simplifying the import process.
Q: What if I forget to set a field in my export?
We have installed guard rails so that as you fill in fields in your CSV, the drop-down menu will only show the fields that have yet to be included.
Q: Why can't I add any more rows to my CSV export?
If you don't have additional column fields, there are not any more rows to add to the CSV export.
Q: Does this apply to all expense types?
Currently, customizable CSV is only available for transactions and bill pay.
Q: Can we add more customizations?
We are always looking to iterate and improve the product. Please submit feedback for future customizations.