What does it do?
Two-Way Vendor Sync ensures any updates to vendor information in Ramp or your ERP are automatically mirrored in the other system. Changes made in Ramp automatically update in your ERP and updates in your ERP are reflected in Ramp to ensure your vendor data stays consistent and current across both platforms.
- Updates Between Systems: Full two-way syncing will ensure that any changes in Ramp or your ERP are automatically updated in both systems.
- Vendor Update Controls: Users have the ability to accept or reject any changes made to the ERP vendor, directly in Ramp
How do I edit my vendor information in Ramp?
Go to Vendors → Select a vendor → Edit vendor
You will be able to see the edit history in the Activity tab.
How do I approve a vendor change in Ramp?
Note: To approve vendor changes in Ramp, you must have Vendor controls turned on. Go to Vendors → Settings → Vendor approvals → turn on Require review for changes made to vendors. This will only work for edits made in the ERP that need to populate in Ramp.
There are two ways to find vendor approvals on Ramp:
- Go to Vendors → Needs Review and select from the list of vendor edits that have been made. From there, you can either Approve or Reject the edit.
- Go to Inbox → Vendors and select from the list of vendor edits that have been made. From there, you can either Approve or Reject the edit.
You will also receive an email when a vendor edit has been approved or rejected.
Which vendor fields can I two way sync with 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
How can I see my vendor edit history?
Go to Vendors and search for the vendor you want to see the edit history for and click into it. Then, go to Activity. From there you will be able to see all edits that have been made on the vendor.
Frequently Asked Questions
When 2-way vendor syncing is turned off and I update a vendor record on Ramp or vendor record in ERP, will it sync over?
No, the information will only sync between systems if two way vendor sync is turned on.
Which system's information will override the other?
When a vendor edit is made in the ERP, the change requires approval on Ramp (you will also be notified via email). If the change is made in Ramp, the update will be automatically synced to the ERP.
How will I know where an edit came from?
In the Activity tab of a vendor, the edit will be denoted whether if came from a Ramp edit via an ERP edit. You can see the example below in green writing specifies the edit came "via import from QuickBooks"
Can I customize which vendors I import?
Yes, you can choose to import all vendors or only those associated with bills. View the Importing Vendors into Ramp article for more details.
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.