Ramp allows you to import your vendors and vendor information from your ERP, simultaneously linking them to existing Ramp vendors in the process.
Key Features
- Automated Vendor Import: Seamlessly import all vendor data from your ERP into Ramp without manual entry.
- Duplicate Prevention: Avoid creating duplicate vendors by linking existing Ramp vendors with ERP vendors based on specific matching criteria.
- Selective Import Options: Choose to import all vendors or only those with associated bills within the last year.
How do I import and link my ERP vendors?
- Navigate to the Vendors Overview page in Ramp.
- Select Settings → Import Vendors from [your accounting provider] → Vendor Import Settings
- Under the Vendor Importing section, choose one of the following options:
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- Import all vendors: Imports all vendors from your ERP into Ramp.
- Import recent vendors: Imports only vendors that have had an associated bill within the last year.
- Do not import any vendors: This keeps the feature off and no vendors will be imported.
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How does Ramp handle duplicate vendors?
When importing vendors from your ERP, Ramp ensures that duplicate vendors are not created by following these rules:
- Linked Vendors: If an ERP vendor is already explicitly linked to a Ramp vendor, no new vendor will be created.
- Exact Name Match: If the ERP vendor's name exactly matches an existing Ramp vendor's name, no new vendor will be created.
In such cases, Ramp will link the existing vendor to the ERP vendor. Broader matching logic (e.g., matching "AMAZON" to "Amazon") is also supported.
Which vendor fields can be imported from my ERP?
QuickBooks Online
- ERP Vendor: Vendor Display Name
- Country and State: Address (Default to US)
- Vendor Owner (VO): Default to Import Initiator
- Vendor Contact Details: First Name, Last Name, Email, Phone Number
- Payment Terms: Terms
- W9 - Vendor Address: Same Address as Above
- Accounting Fields: Default Expense Account
NetSuite
- ERP Vendor: Company Name
- Vendor Type: Person Type (Is Person, indicates Individual or Business)
- Country and State: Country (Default to US), State (Dropdown State)
- Vendor Owner (VO): Default to Import Initiator
- Vendor Contact Details: Name, Email, Phone
- Payment Terms: Terms
- Check - Mailing Address and W9 - Vendor Address: Default Address
- Accounting Fields: Expense Account
Xero
- ERP Vendor: Contact Name
- Country: Address
- State: Address
- Vendor Owner (VO): Default to Import Initiator
- Vendor Contact Details: First Name, Last Name, Email, Phone
- Payment Terms: Term
- W9 - TIN: Tax ID
- Check - Mailing Address: Delivery Address
- Accounting Fields: Account
Sage
- ERP Vendor: Name
- Vendor Type: Individual Person
- Country and State: Address (Country), State or Territory
- Vendor Owner (VO): Default to Import Initiator
- Vendor Contact Details: First Name, Last Name, Email, Phone
- ACH - Routing Number, Account Number: Bank File
- Payment Terms: Term
- W9 - TIN: Tax ID
- Check - Mailing Address and W9 - Vendor Address: Same Address as Above
- Accounting Fields: Default Expense Account
Frequently Asked Questions (FAQ)
What should I do if I encounter issues with vendor imports?
If you face issues such as missing payment details due to ERP restrictions, consider using the regular CSV import for the initial upload. For bulk deletions, filter by Vendor creation source = ERP Import and disable the import feature before deleting.
Can I customize which vendors I import?
Yes, you can choose to import all vendors or only those associated with bills.