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How do I set up Ramp to sync with Sage Intacct?

Ramp integrates directly with Sage Intacct, you can sync transactions at any time and leverage all the automation features and receipt matching that Ramp has to offer. The initial set up on Sage takes a few minutes and only needs to be done once. 

Note: Please complete all setup steps on Sage before entering your Web Services User credentials into Ramp. Additionally, you must have full admin privileges before beginning.

 

Step 1: Ensure Web Services is turned on

Navigate to Company -> Admin -> Subscriptions and turn Web Services on: 


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Step 2: Create a Web Services User on Sage

1. On Sage Intacct's portal navigate to "Company" -> "Admin" -> "Web Services Users".

2. Click the “Add” button in the top right.

3. Fill out the fields as below (make sure you have access to the email address):

  • User ID: We recommend choosing a descriptive “User ID” like “Ramp".

  • Last Name, First Name, & Email: Use your personal information and your work email, you will receive an email to confirm, make sure you have access to the email account you input.

  • User type: Select “Business”
  • Admin privileges: Select “Off”.

4. Click the “Save” button on the top-right corner and input your admin password to confirm the creation of a new Web Services User.

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5. If you were not taken to a page to select permissions, you will need to create a "Role" for the Web Services User and assign it that role. If you were taken to a page with permissions, please go to Step 6

  • To create a role, navigate to Company -> Admin -> Roles and click “Add” in the top right corner. 

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  • Save the new role and enable all permissions as on step 6. 
  • Navigate back to the "Web Services User" you created and find the “Roles information” tab.
  • Click on the row to reveal a dropdown, and select the role you created just from the dropdown.
  • Then click “Save” in the top right.  (You can skip step 6 as this was already done)

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6. Depending on your Sage configuration there may be an additional permissions step. 

  • Upon creation of the Web Services User, you will need to assign permissions to the Web Services User. This step is extremely important, and you need to be thorough. 
  • Click into each "permissions" link on the right. You need to do this for every single Permission link.

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  • After you click "Permissions", you will get the screen below. Ensure that every checkbox on the screen is selected, and scroll down within each permission to make sure each checkbox is checked. Note that selecting "All" on the upper right will not check every box.


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Step 3: Authorize Ramp as a Sender on Sage

  1. Navigate to Company -> Setup -> Company.
  2. Click the “Security” and click “Edit” in the top right.
  3. Scroll down to the “Web services authorization” table and click “Add” in the top left.
  4. Fill out the form as below and click “Save”:
    Note: Fields are case sensitive

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Sender ID: RampFinancialMPP

Description: Ramp Integration

Status: Active

 

Step 4: Create a Credit Card Account

Note: If you'd like transactions to be synced at the Entity Level, you will have to create a credit card account at each entity that you'd like to sync to (not at the Top Level Entity).

Additionally, if you are multi-currency, this is a requirement

  1. Navigate to Cash Management -> Setup -> Credit Card and click “Add” in the top right.
  2. Fill out the top half of the form as below with the ID of the card being "Ramp Card" (if you're creating multiple cards, we recommend naming them "Ramp Card - {{Entity Name}}"), the type being "Visa", the expiration being May 2030, the payment method being "Credit", the country being "United States", the status being "Active, and the expiration being May 2030.mceclip0.png
  3. Fill out the bottom half of the form as desired.  For the Credit Card Offset Account, customers often choose an offset account like "Credit Card Payables."
    1. Note: Sage does not let customers use the same offset account for multiple credit cards so they will have to be unique per card
  4. Click “Save” in the top right.

 

Final step: Complete the setup on Ramp

1. Check the email you provided when creating the new Web Services User. You should have received an email from Sage with your new Web Services User credentials.

2. Enter your new Web Services User credentials in Ramp to begin setting up your integration.

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3. You will be redirected to the entities page to set up your entity specific settings.  Please follow the instructions in this article for more information regarding entity level settings.

 

Your integration with Sage Intacct is now complete!