How do I set up Ramp to sync with Xero?
You can sync Ramp with Xero from your Ramp dashboard. Log in to your Ramp account here, and then follow the steps listed below.
Step 1: Link your Xero account with Ramp.
Under the "Accounting" tab, select Xero from the list of platforms.
Step 2: Enter your Xero credentials.
Step 3: Select the default accounts payable account.
We recommend choosing "Ramp Card" as the default accounts payable account by clicking the "Create" button next to it. You can also choose from your existing liability accounts. Then click "Save & Continue."
Step 4: Additional configuration
Click 'Set Xero Category rules' to map Ramp Categories to your Xero asset or expense accounts. Expenses made within a Ramp category will default to your account selection here unless you override it on the expense itself.
Click `Set Xero Tracking Category Rules` to map your Ramp departments and locations to Xero tracking category options. Expenses made under a Ramp department or location will default to your tracking category option selection here.
Step 5: Click "I'm Done"
Step 6: Review your expense.
Make sure your expense is coded correctly and then click "Ready to sync" in the same row.
Step 7: Sync your expense.
Click the green button to the upper right of the page "Ready to sync (#)", do a final check to make sure things look good, then click "Sync to Xero"
If you're still having trouble, more information can be found on Xero's website here.