Microsoft Dynamics Business Central integration: Connect to Ramp

Overview

Available on Ramp Plus. See Ramp Plus overview for plan details.

This guide will walk you through the process of connecting Microsoft Dynamics Business Central 365 to Ramp, enabling seamless integration for managing your financial data. Please follow these steps carefully to ensure a successful connection.

Prerequisites

• Customers must have an active Ramp Plus account.
• Customers need to have their Azure Admin for Microsoft Dynamics Business Central assist with setup. The Azure Admin will have the information needed to complete the below setup process.
  • Customers can use this link to identify their Azure Admin: https://learn.microsoft.com/en-us/entra/identity/role-based-access-control/permissions-reference.
  • If you can't find the Azure admin notified to approve the request, send this link to your IT team: https://login.microsoftonline.com/common/adminconsent?client_id=4c3742b7-e7c0-4876-8c7b-2743b2e073c1
• Note: on-premises deployments are NOT supported

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 .

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

Step 2: Choose Microsoft Dynamics Business Central

1. Select Microsoft Dynamics Business Central from the list of options.
2. Sign in to your Microsoft Dynamics Business Central account as prompted.

Step 3: Connect your company

1. After signing in, you'll be redirected back to Ramp.
2. You'll see a screen asking you to connect to a company. Select your account environment (e.g., QA) and the company you wish to connect.
3. Remember, Ramp currently supports connecting to one company at a time.
4. Click continue .

Step 4: Download and install the Ramp app

1. Click on the link provided to navigate to the AppSource app.

   

2. Select get it now and choose the specific environment you're using with Ramp.

   

3. Click install . The installation might take a few minutes.

   

Step 5: Grant consent to the Ramp app

1. In Microsoft Dynamics Business Central, navigate toEntra applications.

2. Find theRamp connectorand, if you're an Azure admin, clickGrant consent.

3. Follow the prompts and clickaccept.

Step 6: Enable the Ramp connector

1. Navigate toEntra applicationsin Microsoft Dynamics Business Central.

2. Search for theRamp connectorand change its state from disabled to enabled.

3. Confirm the creation of a user called Ramp connectorby clickingyes.

4. Click openuser permission sets, so as not to be confused with UserGroups. Then, assign theRamp connectorpermission set to this user.

5. Ensure that the Companyfield is left blank. Putting anything in this field (even the company you are connecting to) will break the integration.

Step 7: Finalize the connection

1. Return to Ramp and click Continue to complete the setup.
2. You will then be asked if you want to create a new liability account to track your Ramp card balance or use an existing one.
3. Select the appropriate option and click continue .

Step 8: Integration complete

Your Microsoft Dynamics Business Central is now connected to Ramp. Ramp will now sync with your dimensions, such as vendors, and apply them to credit card transactions and employee reimbursements as applicable.