Key Features
- Automated Vendor Data 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 to access:
- 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:
- 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.
How Ramp Handles 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.
Frequently Asked Questions
How are duplicate vendors handled?
Ramp prevents duplicate vendors by linking existing Ramp vendors with ERP vendors based on explicit links or exact name matches.
Can I customize which vendors I import?
Yes, you can choose to import all vendors or only those associated with bills.
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 deletions, filter by Vendor creation source = ERP Import and disable the import feature before deleting.