Universal CSV overview

Jump to:

1. Overview 
2. What it looks like 
3. Setup
4. Export transactions & reimbursements 
5. Export statement payments 
6. Bill Pay 

Overview

With Universal CSV, we support every provider that we don’t have a native integration with and provide automation tools to get all of your coding done quickly!  Some of the powerful features that come with Universal CSV are below:

• Import any field: Import any field from your provider, such as a merchant, project, department, etc., to code within Ramp
• Open text field: Option to create a column or multiple columns of open text fields for employees or bookkeepers to fill out in accordance with how your company does accounting
• Require a field for syncing: When you create a field (i.e. merchant, department, etc.), you can set that field as mandatory, which will require it to be filled out before you export the data
• Customize your export: You can customize your CSV export to show or hide columns, rename column headers, rearrange the column order, display refunds in single-line journal entries as negative numbers, and use your own header names. Please see the Customizable CSV tables article for more information. 

What it looks like

Once you connect accounting, the tab will look like the one below. We will pull in any cleared transactions and approved reimbursements for you to code with the fields you’ve set up.  

Once you’ve coded a transaction (or a few), you can mark them as ready and select “Export all” on the top right. You will then get a confirmation screen to export in the format you would like.  When you export as Journal Entries, we will export a CSV with all the information you coded so you can easily import it into your Accounting Provider. 

Note: you will have the option to download as a JE, QuickBooks Desktop file, or IIF file.  The latter two refer to QuickBooks Desktop (please reference this article for a more in-depth view of QuickBooks Desktop)

We will automatically remove these from the Accounting tab. However, if you mistakenly selected export or want to see them back in the Accounting tab, please navigate to the Export History button, select the relevant export, and Select “Reset Transactions to Unsynced.” 

Setup

Step 1

Select a provider from the drop-down menu (or type it in if it is not currently available in the drop-down)

Step 2

Choose a Liability Account

Make sure that this account is created within your Accounting Provider already

Step 3

Import Chart of Accounts

Import your accounts to seamlessly code them within Ramp

Step 4

Add any additional fields that you would like to (you can always add more or remove any in the Accounting Settings tab)

You can choose whether any of these are mandatory during setup (note: if you want to either add or remove a mandatory setting, you will have to edit the field and reupload with the new setting)

Export transactions & reimbursements

Once you have fully coded the intended transactions and/or reimbursements, you can Mark as Ready and Export them. Once you export as Journal Entries, a CSV / Excel file will be downloaded with all the information that you coded within Ramp. Then, you can upload to your accounting provider to make sure that these transactions are properly accounted for.

For reimbursements, we will export both a bill and a bill payment (if paid via ACH on Ramp). If there are any additional questions, please reach out to our team by logging into your account and clicking the "Help" button on the bottom left of the sidebar.

Export statement payments

With Ramp, you can export statement payments and upload them to your Accounting provider. This will appear in the Payments tab of the Accounting tab and only appears after it has cleared.

Bill Pay

Bill Pay for Universal CSV (all providers outside of QuickBooks Online, NetSuite, Sage Intacct, and Xero) is available! For more information, please reference this article.