Prerequisites
Note: on-premises deployments are NOT supported. Please ensure that the Acumatica URL has acumatica.com in it. If acumatica.com is not in the URL, then Ramp will not support a direct integration because you have an on-premise deployment.
Step 1: Initiate Connection from Ramp
Step 2: Choose Acumatica
Step 3: Select an Acumatica Environment
- Log into your Acumatica account.
- From your brower, copy the URL and past it into Ramp.
- Click continue in Ramp.
Note: on-premises deployments are NOT supported. Please ensure that the Acumatica URL has acumatica.com in it. If acumatica.com is not in the URL, then Ramp will not support a direct integration because you have an on-premise deployment.
Step 4: Add the Ramp Customization Project into Acumatica
- Download the Ramp Customization Project.
- Click the quick link to open "Customization Projects" in Acumatica.
- From the "Customization Projects" screen, select Import.
- Select Choose File and select the "Ramp.zip" file from your downloads.
- After selecting the Ramp.zip file, select Upload.
- Click continue in Ramp.
Step 5: Publish the Ramp Customization Project in Acumatica
- After Ramp.zip has been uploaded, click the left most checkbox in the Ramp customization project row.
- Next, from the Customization Project tool bar select Publish.
- Wait for the compilation to complete (this can take a few minutes). Once compilation has completed, click Publish.
- Click continue in Ramp.
Step 6: Finish publishing the Ramp Customization Project
- Wait for the publishing to complete (this can take a few minutes). Then select Close Compilation pane.
- You should now see a check box under the "Published" column next to the "Ramp" project name.
- Click continue in Ramp.
Step 7: Retrieve Client ID from Acumatica
- Click the quick link provided in Ramp "Retrieve 'Client ID' in Acumatica."
- Copy the entire "Client ID" (Note: the "Client Name" should be Ramp).
- Paste the "Client ID" into Ramp
- Click continue in Ramp.
Step 8: Grant Permissions in Acumatica
- In Acumatica, check the box to make sure "Offline Access" is selected.
- Next select "Yes, Allow" to be redirected back to Ramp.
Your Ramp and Acumatica accounts are now connected! Next, we recommend Creating a Liability Cash Account in Acumatica for Ramp.