Zoho Books integration: Connect to Ramp

Step 1: Initiate connection from Ramp

  1. Sign in to your Ramp account.
  2. Navigate to the Accounting section on the left sidebar.
  3. Click on get started now .

Accounting page with a prompt to sync transactions and a

**Disclaimer:**Customers need to disconnect their Universal CSV integration (if it's active) in order to see the screen above.

Step 2: Choose Zoho Books

  1. Select Zoho Books from the list of options.

Connect your ERP page showing options to select Zoho Books and accept the Ramp Client.

Step 3: Accept the Ramp client

  1. When presented with the below screen, please click Accept.

Ramp QA Client requests access to your Zoho Books data with options to Accept or Reject.

Step 4: Select your Zoho Books organization

  1. Select the Zoho Books organization you want to connect to Ramp.
  2. Click continue.

Select Zoho Books organization to connect to Ramp and click Continue.

Step 5: Select a liability account

  1. Choose a liability account so that your outstanding Ramp balance is reflected in your Zoho Books organization. If this is your first time connecting Zoho Books to Ramp, then we recommend selecting Create a new liability account in Zoho Books and labeling the account "Ramp Card."
  2. Once you have made your selection click continue.

Select a liability account in Zoho Books to reflect your Ramp balance; options to create or use an existing account.

Ramp will now work to connect to Zoho Books. Please allow Ramp up to 5 minutes to load all of your information. Thank you!