Overview
If you're using Ramp's Universal CSV (UCSV) accounting integration, you can easily add additional accounting fields and field options! This article covers how to do that.
Note: Managing your chart of accounts works differently for direct integrations, which we cover in more detail in our Accounting Overview Help Center article.
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Add a new accounting field
To add a new field altogether, follow the steps below:
- Navigate to the Accounting tab in Ramp
- Click Settings in the upper right
- Select Accounting fields
- Click the Add new field button
From here, you can add an accounting field by following the on-screen prompts:
- Enter a name for the field
- Choose a field type
Note: Ramp supports free text and single select fields.
Free text fields can simply be saved at this point since there is no need to pre-load values.
Single select fields can be added by proceeding to the next step
- Click Download template
- After using your desired spreadsheet editor to fill in the values for this field, upload the template and save
Adding a new field value
If you need to add a new field value for your existing fields we have two options.
Add new field options one at a time
Step 1: Click "Settings" in the upper right of the Accounting Tab
Step 2: Click "Accounting Fields"
Step 3: Click "Edit" next to the Field you want to make changes to
Step 4: Click "Update options"
Step 5: Click "Add new option"
Step 6: Provide a name and ID for your new field
Upload a new list of fields (bulk update)
Step 1: Click "Settings" in the upper right of the Accounting Tab
Step 2: Click "Accounting Fields"
Step 3: Click "Edit" next to the Field you want to make changes to
Step 4: Click "Update options"
Step 5: Click "Update via CSV"
Step 6: Download and make the desired changes to the CSV
Note: Using this method will replace the entire list, so historical field options will need to be included if you want to keep these field options.
Step 7: Upload the new CSV
Step 8: Confirm the changes in Ramp