Benefits of using the Migrate Merchant feature
By connecting your previous credit card provider, we can identify large and recurring vendors from your old credit card provider for you to seamlessly switch that spend over to Ramp. This will make the transition process much easier by listing out all the vendors, giving you the option to assign tasks to your employees to switch that spend, providing the payment url of the merchant, and get you the 1.5% cashback for all these purchases!
- Connecting your Previous Credit Card(s)
- Transitioning spend
Connecting your Previous Credit Card
You can connect your previous credit card provider through two methods: Finicity / Teller or Uploading a CSV with historical transactions.
To start, head to the Vendors -> Card Merchants tab
- Uploading a CSV (est. 10 min): The process to link your previous credit card provider is very simple, all you have to do is download the transaction history for the last 90 days (we can only support one CSV so please aggregate the CSV's into one if you download multiple)
- If you have Brex, Chase or Amex, all you will have to do is upload that CSV
- If you use another credit card provider, please reformat it according to this template (leave the column names as is and paste the data below)
- Columns must be: transaction_time, amount, user, and merchant_name in that order
- Finicity / Teller (est. 5 min): The process to link through Finicity / Teller is as easy as inputting your credentials. After you've completed this, we will pull historical transactions to create your report.
- Note: we will not be able to get cardholder information through here so we cannot identify who previously paid for these expenses. If you want a more robust report, please use the second method
Once you have connected your previous credit card, we will generate the report and send you an email once it's ready.
Below is what the report will look like (lives in the Vendors -> Card Merchants -> Migrate payment).
- If we detect the cardholder and they are on Ramp, we will automatically fill in the row with said cardholder
- If the cardholder is not on Ramp, we will suggest the user to invite
- By clicking the drop down, you can select anyone else on Ramp if you'd like to assign the task of switching to someone else (including yourself)
- Additionally, you can invite a member if the employee you'd like to assign the task to isn't on Ramp yet (for more information on inviting a user during the flow, scroll to the invite a user section below)
- Once you've selected someone, you can either create a card for this specific vendor or select a pre-existing card for the employee
- Note: We recommend to create a virtual card per vendor for security (for more info on why we recommend this, please reference this article).
- Below is the drop down once you click into the Payment Card column
- If you select to create a card, we will automatically fill in the merchant and category restrictions to make sure the card is only used for the intended purpose (you can always edit this + the limit amount once you click into "Create: cardname"
Once you assign the task by selecting the "Assign" button, we will:
- Mark task as assigned
- Move the task to the bottom of the report to consolidate all completed tasks
- Send a message to the cardholder
- Flag the item on their landing page of Ramp
- Send payment URL to easily switch card details
Lastly, there is the possibility where we identify a cardholder, however we don't recognize them as a user on Ramp. If this is the case, you can invite the employee and we will also include a virtual card with the invite for the user to migrate the payment.
Lastly, you can delete a vendor from the vendor tab by selecting the "trash" icon if the merchant is not relevant.
For any additional questions, please message firstname.lastname@example.org.