Ramp Checking Account Bank Feeds: Acumatica Set Up

This guide provides step-by-step instructions on how to enable the necessary features and connect your Ramp Checking Account to Acumatica via Plaid to enable automatic bank feeds.

1. Enable Required Acumatica Features

Open Acumatica in an internet browser (e.g. Chrome or Safari etc...). Before connecting, you must ensure two key features are enabled in your Acumatica system.

• From the main menu, go to More Items > System Management .
• Click on Enable/Disable Features under the System Preferences section.
• Click the Modify button.
• Verify that the following features are enabled (a checkmark next to them):
  • Bank Feed Integration
• If they are not enabled, select them and click the Enable button.

2. Navigate to Bank Feeds

• From the main menu, go to Finance > Banking .
• Click on Bank Feeds .
• The Bank Feeds screen will appear. Ensure the Bank Feed ID is set to PLAID and the Bank Feed Type is also set to Plaid .

3. Connect Your Ramp Banking Account

• Select an Import Start Date for when you want to begin importing transactions (e.g., July 1, 2025).
• Click the Connect button in the top menu bar.
• A Plaid connection window will open. Click Continue .
• Search for Ramp and select it.
• Click Continue to sign-in .
• You will be redirected to the secure Ramp sign-in page. Enter your credentials, complete any multi-factor authentication (MFA) steps, and click Verify or Allow .
• Review the data access Plaid is requesting and click Allow to authorize the connection.
• Plaid will display a list of your accounts. Select the specific accounts you wish to connect to Acumatica (e.g., Increase Account, JPM Wallet 1).
• Click Continue .

4. Map Accounts and Save

• Back on the Acumatica Bank Feeds screen, go to the Cash Accounts tab. You will see your newly connected Ramp Checking Accounts listed (e.g., Increase Account , JPM Wallet 1 ).
• For each account:
  • Click into the Cash Account column's field.
  • Map the connected bank account to the corresponding cash account (GL account) in your Acumatica chart of accounts (e.g., checking/deposit accounts).
• Ensure the Statement Start Day is set to 'Month'.
• Once all accounts are correctly mapped, click the Save button in the top menu.
• The Status will change to Active .

5. Load Transactions (Optional Test)

To verify the connection is working:

• Click Update Credentials in the top menu bar.
• In the processing options that appear, select Load Transactions in Test Mode .
• A pop-up will appear. Select the Account Name and a Date Range for the test import.
• Click Load Transactions . You should see a list of transactions imported from Ramp, including the amount, date, description, and suggested category.

Your Ramp Checking Account bank feed is now active and ready to import live transactions into Acumatica.