Overview

If you're using Ramp's Universal CSV (UCSV) accounting integration, you can easily add additional accounting fields and field options!

Jump to:

• Add a new accounting field
• Add a new field value
  • Add a single value
  • Add values in bulk

Add a new accounting field

To add a new field altogether, follow the steps below:

1. Navigate to the Accounting tab in Ramp
2. Click Settings in the upper right
3. Select Accounting fields
4. Click the Add new field button

From here, you can add an accounting field by following the on-screen prompts:

1. Enter a name for the field
2. 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
   
   

3. Click Download template 
   
   
4. 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