My name is Matthew Pirtle, and I’m part of the Technical Solutions team here at Ramp. I wanted to share some details on how to properly connect your Business Central environment to our Ramp demo environment.
If you have been trying to connect and get this error " Permissions are not granted to Ramp Entra Card Follow the indicated steps below to select the user permission set on the Ramp Connector card. " You have come to the right place!
Procedure
Follow the standard accounting onboarding flow until this step. This step only works for connecting a normal ramp.com account and does not work for demo.ramp.com. Ignore the instructions on this page and complete the below procedure.
Thanks for this information. My organization might be completing a free trial of Business Central soon … does every Ramp Plus account have access to a demo environment? And if yes, how does one access the Ramp demo environment?
Yes, if you have a Ramp+ account you can have access to a demo environment. You would need to request one from your CSM or AM that you have worked with in the past. If you do not know who that is I can look it up by company name.
Hi Devon, have you gone live with BC? Our company just went live in BC and are having challenges. I would love to know if you are successfully connected, using POs and willing to share any lessons learned. Thank you!
we have connected demo Ramp to test env in BC, and card and reimbursement transactions are syncing with no issues, although the incoming documents keep showing as an error.
My question is related to sync of bills, we keep getting an error (Buy-from Vendor No. must have a value in Purchase Header: Document Type=Invoice, No.=. It cannot be zero or empty. CorrelationId: 785a0176-b2fd-412f-a72b-a94f8b78aa12.), which I suspect is a setup issue within BC and not related to syncing bills from Ramp demo to BC?
