Customizable CSV tables – Ramp

Overview

Ramp supports Customizable CSV exports for our Universal CSV customers to enhance the quality of CSV exports. The Ramp Customizable CSV experience allows customers to edit their exported CSV files in Ramp, which previously had to be downloaded and edited in a third-party tool outside of the Ramp ecosystem.

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 numbers
Hardcoded fields (default value specified by user)
Ability to upload your header names via CSV

Export configuration

Enterprise Resource Planning (ERP) providers all require unique fields to import CSVs. In CSV Tables, you can now assign a custom Context Name to all associated fields in Ramp Accounting (Context Field).

When an additional field is added using the (+) symbol to the right of the row, a new row with populate and the user will be prompted to select a Column Field. This will then autofill in the corresponding Column Name field (editable by user).

Customizable CSV also offers the option to toggle between Single Journal Entry and Double Journal Entry, giving users the flexibility to export according to their accounting preferences.

For single journal entry users:

In the single journal method, we default to making refunds a negative amount.

Frequently Asked Questions (FAQs)

How do I start using the Customizable CSV Export feature?
To access customizable CSV, go to Accounting → Settings → CSV export settings

Can I set default export settings for my accounting provider?
Yes, Ramp allows you to set default export configurations for your accounting provider, ensuring that the exported CSV files meet your system's specific format requirements without further customization.

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 any other terminology most accessible to your finance team! This helps ensure that data mapping during the import process is accurate and straightforward.

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.

How can I rearrange the order of columns in the CSV file?
Ramp’s Customizable CSV Export feature allows you to drag and drop columns to rearrange their order. This customization ensures that the column order aligns with your accounting software's import requirements.

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.

Why can't I add any more rows to my CSV export?
If the user does not have additional column fields, they will not be able to add any more rows to their CSV export.

Does this apply to Reimbursements and Bill Pay exports?
Currently, customizable CSV is only available for Ramp Card and is unavailable for Bill Pay and Reimbursements.

Does this apply to Transaction exports?

Transaction exports can also be customized. The functionality is similar. Please see more on this article: Exporting your data from Ramp

Can we add more customizations?
We are always looking to iterate and improve the product. Please submit feedback for future customizations.

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