Ramp for Excel overview

Overview

Ramp for Excel is an Excel add-in that provides admins and owners access to a consolidated view of their funds, virtual cards, and users without having to sign in and download the CSV from Ramp.

Where do I download it?

You can download Ramp for Excel from Microsoft Appsource.

How it works

Ramp for Excel add-in panel showing data type dropdown with Transactions, Users, and Cards options

Ramp for Excel column selector with checkboxes for accounting categories, cardholder, and amount fields

Ramp for Excel start date picker with calendar for selecting the data range

Ramp for Excel end date picker with calendar for selecting the data range

Ramp for Excel panel with the Import button highlighted

Ramp sign-in dialog prompting for email and password within the Excel add-in

Ramp permission dialog requesting read access to transactions, users, receipts, and cards

Excel spreadsheet populated with imported Ramp transaction data

Use cases and examples

Ramp for Excel provides data at a line-item level, showing the most granular level of information for your finance team.
All accounting sync and coding information is also available, making this a great tool for end-of-month reconciliation.
Use Ramp for Excel Custom Formulas to build shareable, live, models with Ramp data.

Frequently asked questions

Who has access to the Add-In?

The Add-in is available to only Admins and Owners.

What data is available via the Add-In?

Funds → view, which consolidates common fields between transactions, reimbursements, and bills.
Transactions → funds spent via virtual or physical cards.
Reimbursements.
Bills.
Funds.
Users.

If I edit my data in Excel, will it modify the data in Ramp?

No, right now the Add-In is read-only, so the data only comes into Excel.

How do custom formulas work?

This sheet walks through all the formulas and how they work! In addition to this, we recommend downloading this Excel template which walks through a real example of how customers have used this.

What is a saved view?

A saved view is a custom configuration of selected columns that you frequently use when importing data from a table. This allows you to quickly access and import your preferred subset of columns without having to select them each time.

How do I create a saved view?

When importing from a table, you'll see many columns to choose from.

Select the columns you want to always see.
Click 'Import'.
Click 'Save View'.
Name your view and click 'Save'.
To access your saved view, go to the 'Saved Views' tab next to 'Import Data'. Select your saved view to always pull the same subset of columns you selected earlier.

How can I cross-reference information I find through the add-in within Ramp?

There are ‘URL’ columns that can link you to the exact line item that you are viewing in the add-in within Ramp.

What happens if I send a file that pulls data from the Excel Add-In to someone else?

All the data you have imported will remain in the spreadsheet, but the recipient will not be able to import additional data unless they also have access to the Excel Add-In.