How to set up Ramp to sync with Sage Intacct

Overview

Ramp integrates directly with Sage Intacct. You can sync transactions anytime and leverage Ramp's automation features and receipt matching. The initial setup 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. Also, you'll need full admin privileges before you begin. Lastly, please ensure Sage is set to the Production environment. Ramp does not support the development environment.

Step 1

• Begin in Ramp and open up the Accounting tab - click “Get Started Now”.
• Click on “Sage Intacct” on the next page

Step 2

• Sign into your Sage Intacct, or utilize the hyperlink on the page in Ramp, and navigate to Company->Admin->Subscriptions.
• Look for Web Services and turn that setting on if it is not already.

• Click Continue back in Ramp when complete.

Step 3

• Go back into your Intacct and navigate to Company->Admin-> Roles and create a new role.
• Enter the following information:
  • Role Name: Ramp Role
  • Description: Ramp Web Services User
  • Click Save
• Now open the Permissions section
  • Select ALL for each permission listed - also scroll to the bottom of each permission page to review and make sure none of them are missing.
  • Click Save

• Click Continue back in Ramp when complete

Step 4

• In Intacct, navigate to Company->Admin->Web Services users and create a new user.
• Enter the following information:
  • User ID: Ramp
  • Username: Ramp
  • Account Email Address: email you want to receive login credentials for connection
  • Contact Name: enter in a new contact not already associated with a Web Services User
  • User Type: Business
  • Admin Privileges: Off

• After adding this information, navigate to the Roles Information tab and add the Ramp Role we added in the previous step.
• Click Save & Click Continue in Ramp when complete.

Step 5

• In Intacct, navigate to Company -> Setup -> Company and click edit on the top right.
• Click Security and scroll down to the Web Services Authorizations section and click Add to create a new Web Services Authorization.
• Enter the following information:
  • Sender ID: RampFinancialMPP
  • Description: Ramp Integration
  • Status: Active
• Click Sage & Click Continue in Ramp when complete.

Step 6

• Answer the question on the Ramp Screen that says, “Do you have entities in Sage Intacct with different base currencies?”
  • If not, you only need to complete the following steps once.
  • If yes, the next steps need to be completed for each entity.
    • If syncing to entity level 
      • Create one credit card account per entity
      • Create one credit card GL offset account per credit card 
    • If syncing to top-level
      • Create one credit card account 
      • Create one credit card GL offset account 
• Depending on your approach above, navigate to Cash Management->Setup->Credit Card at either the top level or per entity.
  • Add a new credit card and enter the following information:
    • ID: Ramp Role - Entity Name
    • Type: Visa
    • Payment Method: Credit
    • Expiration: Set as far into the future as possible
• Go to the Credit Card Offset Account field in the Accounting Information section and create a new account for this.
  • Note: Sage does not let customers use the same offset account for multiple credit cards so they will have to be unique per card.

• Click Save and then click Continue in Ramp when complete.

Step 7

• Find the email that was sent to the email entered for the Account Email Address in Step 4.
• Enter the Sage Intacct Credentials from the email into Ramp and click Connect to Sage Intacct.

Learn more about advanced configurations recommendations for Sage Intacct to take full advantage of Ramp and reduce sync errors.